Author name: Yourfinancerate

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

Fee-Only vs. Fee-Based CFP: The Critical Difference You Must Understand When it comes to financial planning, understanding the compensation structure

How Much Does a Certified Financial Planner Cost? (2025 Fee Breakdown) In today’s complex financial landscape, hiring a Certified Financial

How to Vet a Certified Financial Planner’s Credentials and History Choosing the right Certified Financial Planner (CFP) to manage your

Preparing for Your First Meeting with a CFP: A 2025 Checklist Meeting with a Certified Financial Planner (CFP) for the

Your Step-by-Step Checklist for Choosing a Certified Financial Planner When it comes to navigating the complex world of finance, a