Author name: Yourfinancerate

CFP vs. Robo-Advisor: When Human Expertise Wins In the digital age, the financial services industry is undergoing a dramatic transformation, […]

DIY Investing vs. Hiring a CFP: A 2025 Cost-Benefit Analysis In the ever-evolving world of personal finance, the age-old debate

CFP vs. Financial Advisor: The Key Differences You Need to Know in 2025 In the ever-evolving world of personal finance,

The Small Business Owner’s Guide to Hiring a CFP Being a small business owner comes with its own set of

Saving for College in 2025: A CFP’s Guide to 529s and Other Strategies As college costs continue to rise, saving

Navigating a Windfall: First Steps to Take with a Certified Financial Planner Receiving a sudden windfall can be both thrilling

Why Millennials and Gen Z Are Hiring CFPs in 2025 The financial landscape in 2025 has seen significant shifts, with

How a Certified Financial Planner Helps You Build Generational Wealth Building generational wealth is not just about accruing assets for

Retirement Planning with a CFP: Your 2025 Strategy for Success Planning for retirement is a critical step in ensuring a

Understanding CFP Fees in 2025: A Guide to Finding an Advisor You Can Trust As we step into 2025, financial

Are There CFPs Who Work with “Normal” People? (Not Just the Rich) When you hear the term Certified Financial Planner

What is a Fiduciary? Why You Should Only Hire a Fiduciary CFP in 2025 In the increasingly complex world of