David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
An Accredited Domestic Partnership Advisor℠ (ADPA®) is a financial professional who specializes in addressing the unique financial planning needs of domestic partners. These advisors are trained to navigate complex issues such as wealth transfers, federal taxation, retirement planning, and end-of-life considerations specific to unmarried couples. By focusing on the distinct challenges faced by domestic partners,…
A Registered Social Security Analyst® (RSSA®) is a financial professional specializing in helping individuals optimize their Social Security benefits. By analyzing clients’ unique situations, RSSAs develop strategies to maximize lifetime benefits, considering factors like claiming age, spousal benefits, and tax implications. Given the complexity of Social Security rules, an RSSA’s expertise can be invaluable in…
The Accredited Behavioral Finance Professional™ (ABFP™) designation equips financial advisors with specialized knowledge in behavioral finance—helping them better understand how emotions and biases influence client decisions. This certification is especially valuable in guiding clients through market volatility, financial planning stress, and long-term goal setting. Offered by the College for Financial Planning®, the ABFP™ credential highlights…
The Certification in Long-Term Care (CLTC®) is a professional designation that equips advisors with the expertise to guide clients through the complexities of extended care planning. Earning the CLTC® demonstrates a commitment to understanding the emotional, physical, and financial impacts of long-term care on families, enabling professionals to develop strategies that protect clients’ well-being and…
A Behavioral Financial Advisor (BFA) is a financial professional trained to integrate traditional financial planning with insights from psychology and neuroscience. This approach helps clients understand and manage the emotional and cognitive biases that can influence their financial decisions, leading to more effective and personalized financial strategies. Understanding the BFA Designation The BFA designation focuses…
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