Jeanne Gibson Sullivan, a certified financial planner and founder of Financially in Tune in Wakefield, Mass.
Lee, a certified financial planner, remembers talking with tearful employees at a Sara Lee plant that was being shuttered.
Be strategic in spending down assets, says Michael Dixon, a certified financial planner in Palm Beach, Fla.
The most widely recognized in the industry are the Chartered Financial Analyst and Certified Financial Planner marks.
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Not necessarily, says certified financial planner Dee Lee, author of Let's Talk Money.
Certified Financial Planner who does about 50 tax returns for pay a year.
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To earn the coveted designation of Certified Financial Planner, for instance, an advisor must pass a grueling series of tests.
She has a BS from Worcester Polytechnic Institute and an MBA from Boston University and she is a Certified Financial Planner.
"Parents seek to raise their children to be self-sufficient adults, " says Sheryl Garrett, a certified financial planner and author of Getting Married.
Work with a Certified Financial Planner that will ask the hard questions and be honest with you about your financial health.
Today, a certified financial planner shares how she bought a home when she was just 21 and why she now considers it a financial mistake.
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"It helps get money out of your estate, and allows them to start a retirement plan, " says William Howard, certified financial planner in Memphis, Tenn.
But Tom Rogers, a certified financial planner in Portland, Me.
As a general rule, Bill Palmer, a certified financial planner at Win Wealth Management in Denver, prefers index funds or exchange-traded funds for their lower fees.
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Samantha Vient is a certified financial planner in Orange, California who specializes in working with retirees looking to move out of the country at least part-time.
Lee, a certified financial planner, remembers talking with tearful employees at a Sara Lee (nyse: SLE - news - people) plant that was being shuttered.
Angela Thomson, a 54-year-old certified financial planner in Lincoln, R.
"The absolute most horrible thing in terms of retirement is to withdraw the money" when changing jobs, says Stuart Ritter, a vice president and certified financial planner at T.
The Certified Financial Planner Board of Standards, for instance, certifies candidates who successfully pass extensive exams on topics including asset protection planning, taxes, insurance, estate planning and retirement.
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"The possibilities with big wins are so extreme that it really does alter status quo, almost permanently, " said Susan Bradley, a certified financial planner and founder of the institute.
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Find a local Certified Financial Planner here, call, see if they will invite you to have an exploratory meeting (at no charge to you) and then make an appointment.
"People are wise to take advantage of this if they need the money for something else, like retirement, " says Blaine Dunn , a fee-only certified financial planner in Winchester, Va.
On a fishing trip Ciske met Ty A. Bernicke, a certified financial planner with an Eau Claire, Wis. firm started by his CPA father--a firm Ciske had heard good things about.
"Women still earn less money than men, and since contributions are based on a percentage, they can put away less for retirement, " says Peg Downey, certified financial planner in Silver Springs, Md.
If your main goal is to accumulate as much as you can in the account and leave it to your heirs, conversion can make a lot of sense, says Christine Fahlund, a certified financial planner at T.
An important one is Certified Financial Planner, a designation awarded by the CFP Board of Standards in Denver after classes, some work experience, an exam and a pledge to abide by a code of ethics.
Barchi also announced that Rutgers alumna Kate Sweeney, a senior vice president and certified financial planner with Morgan Stanley, and Richard Edwards, executive vice president for academic affairs, will co-chair the search for the new athletic director.
Lost on them are the distinctions between types of advisors such as Registered Representative and Investment Advisor Representative, between Certified Financial Planner and Certified Financial Analyst, and between firm types such as Broker-Dealer and Registered Investment Advisor.
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Is the person a Certified Financial Planner?
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