I’m 54 years old and can retire in 2 years with a pension of $6,000 a month (net). I have $800,000 in my 401(k) and 457 plan, and I have a mortgage of $90,000 at 5.25%. I’m planning to move to Florida ...

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The professional planning organization also saw its highest annual number of test-takers and the most diverse class of new ...

CFP Board's public awareness campaign achieved record-breaking milestones in 2024, significantly boosting recognition of and preference for CFP® certification. The results from independent research ...

Tax season is a good time to focus on what you can control, and to review your investments and map out a plan to meet your financial goals.

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Yonhee Choi Gordon, CFP®, former Chief Operating Officer and Chief Marketing ... and a member of its Executive Committee and Board of Directors. She is a CERTIFIED FINANCIAL PLANNER® professional and ...

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