In a press release this morning, the CFP Board announced the creation of the new "Council on Education" for the purposes of developing a model curriculum, determining continuing education requirements, reviewing course providers, and implementing a peer review process, among other things. Huh? Isn't that what the CFP Board already does!?
If you ask anyone in the financial planning industry who the leader is for industry consulting and benchmarking, Moss Adams is likely to be at the top of the list. At least, it was up until today.
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It's been a time of great change for the CFP Board over the past few years, and especially the past 12 months or so. The responsilibity for managing all of this change in the organization lies on the shoulders of one man - Kevin Keller. The only catch - he's also the new kid on the block.
Many financial planners are faced with the client question: "Which pension option should I choose?" Comparing various lump sum and annual pension payout choices based on client life expectancies has often been mathematically intensive and quite difficult - at least, up until now.
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April is Financial Literacy Month - a time for us to reflect on what we're doing to promote and support financial literacy in the United States, and hopefully focus on making improvements. But a recent survey indicates that we need to try harder - and we might even be losing ground!
With the Economic Stimulus Act rebate checks set to start mailing out to taxpayers next month, based on their 2007 tax filings, many believe that no tax planning remains for the rebate checks. However, for the many individuals who will receive less than the full maximum of the rebate check (or possibly as little as nothing), tax planning opportunities do remain!
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