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The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning, and is a requirement for all of our advisors to be listed on the advisor profile search.

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From the Blog

7 Savings Challenges to Help You Better Your Finances

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Savings Challenge

Want to kick your savings into gear for the new year? There’s no better time than now to try a savings challenge. Use your motivation to save as fuel and commit to taking back control of your finances with these 7 savings challenges: The Classic 52 Week Savings Challenge If you haven’t heard of this challenge […]

Are You Ready to Switch to a Single Income?

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Single Income

Editor’s Note: Please welcome XYPN member Matt Becker to the blog today! Matt’s sharing his advice for parents who want to switch to a single income.  Want to get more money tips for new parents? Matt is the founder of Mom and Dad Money, a fee-only financial planning practice dedicated to helping new parents build happy […]