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Organize your finances

Submitted by Warren Gallagher, CFP® on February 21st, 2020

Submitted by Warren Gallagher, CFP® on February 9th, 2020

 

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What You Should Know About Certified Financial Planners

Submitted by Warren Gallagher, CFP® on February 11th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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What is Financial Organization?

Submitted by Warren Gallagher, CFP® on January 27th, 2020

What Is Financial Organization?

 

Let’s start this article by telling you what financial organization is not. This is not the same thing as financial planning. Having a financial plan is something that is essential and we fully endorse. But it shouldn’t be your first step! 

 

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Recent Blog Posts

  • Organize your finances
  • What You Should Know About Certified Financial Planners
  • What is Financial Organization?

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