this book provides a good introduction to retirement planning and its various products and strategies. Note, however, that some details of this have changed since the SECURE Act. For example ...

The CFP Board added the category ... as fields like life planning demonstrate how much more than investment management is involved with the profession. For example, Fallaw pointed to a 2009 ...

With that knowledge, members of a planning board are tasked with evaluating ... "and there isn't anyone to represent the newcomers." For example, younger people who are new to the workforce ...