When Your Own Skills Aren’t Enough: Psyche, Hearth and Children
More and more clients are looking for life solutions these days.
Addition by Subtraction
I have seen how money ruins families," says Louise Marie Cole, CFP, principal partner of Heritage Group of Companies in Toms River, New Jersey, and...
DAF or Foundation?
"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
CFP's DEC Stepping Down
At its January 17-18, 2008 meeting, the Directors of the CFP Board of Standards unanimously decided to delegate to the CEO the authority to "appoint...