Managing finances is an integral part of one's life, yet it can often seem overwhelming. Whether it's retirement planning, investment strategies, or tax-related issues, navigating the financial landscape can be complex. This is where a Certified Financial Planner (CFP) comes in. This article will explore how a CFP can serve you and your financial needs.
A CFP is a trained professional with a deep understanding of the financial world.
While blended families come together in life, they aren't always treated equally after a parent dies. If you are currently part of a blended family (if you are in your second marriage and have your own children and step-children), then it pays to think about how your death would affect their financial rights and circumstances. An estate plan helps you do this. Read on to learn why this process matters.