Skip to main content

Early registration ends July 25! Save $200 on CFP Board Connections Conference, Oct. 5–7 in Las Vegas. Register Now

CFP Board Logo
My Account Join
Donate Find a CFP® Professional
Search CFP Board
Close Search
Close Menu
Donate
In the News

I HAVE $174K SAVED FOR RETIREMENT AND $100K IN SAVINGS – BUT IT’S ALL JUST SITTING THERE. WHAT NOW? WHO CAN HELP?

By Alisa Wolfson July 04, 2024 MarketWatch

An investor wonders if they need a financial advisor for their nest egg. CFP Board Ambassador Spencer Betts, CFP® provides some insights.

Read more at MarketWatch

MarketWatch
Alisa Wolfson
July 4, 2024