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10.23.12
Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders...
Anchoring Bias:
The Power of
Arbitrary Numbers
Anchoring can be detrimental in making investments on the basis of old prices, inappropriate assumptions, or unrealistic goals.
Question
of the Week
How do financial planners charge?
Estate Planning
It’s National Estate Planning Awareness Week. Do you have an estate plan?
Tip of
the Week
Financial Advocacy Planning for Seniors
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Search for a planner by city, state, ZIP code or specialty.
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Ask general financial planning questions and receive answers from FPA members — the financial planning experts.
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Put the client's best interests first
Act with due care and in utmost good faith
Do not mislead clients
Provide full and fair disclosure of all material facts
Disclose and fairly manage all material conflicts of interest
"If you have to dig deeper, search online for planners in your neighborhood through reputable organizations like the …Financial Planning Association."
Read the full TIME article.
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