NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from the printed exams.
by Philip Herzberg, CFP®, CTFA, AEP®
As a planner, you can now devise wealth transfer strategies to minimize tax implications and protect how your clients pass on financial assets and other property to family members.
by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBCby Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC
Is your firm well positioned at its current size to withstand the next market downturn when it comes?
by Christopher J. Finefrock, CFP®; Suzanne M. Gradisher, J.D., MTAX, CPA; and Caleb M. Nitz, CFP®
This study evaluates various LTC solutions, including traditional LTC, various combo products, and “hybrid” LTC, revealing several areas of differentiation.