Is it time to add more international exposure to our portfolios?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Prospect only interested in gold, silver, precious metals
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Why Do Large Wirehouses Put Themselves as Owners of Annuity Contracts Rather Than the Clients
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Is this normal??
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Roth IRA Conversion Questions
Roth Conversion Questions
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
First Meeting Questions
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Thoughts on my firm's in-house asset management strategy?
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.
Sold my brother a VUL- help
This is an unofficial subreddit dedicated to CERTIFIED FINANCIAL PLANNER™ Practitioners in North America.