Declutter Your Finances: 3 Steps to Save

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Declutter Your Finances: 3 Steps to Save

Jan 31, 2012

Buying stocks without a clear, overarching strategy is a recipe for clutter. Instead, start by determining what your asset allocation should be, says Eleanor Blayney, [CFP®,] CFP Board Consumer Advocate. Read more >

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Manisha Thakor
January 31, 2012

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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