The CFP Board is looking to find a successor for Kevin Keller, who will retire in April after serving as the CFP Board’s CEO ...
A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.
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Marquis Who's Who Honors Shawn Martin Perkins, CFP(R), AWMA(R), for Expertise in Financial Planning
UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his leadership and innovation in the financial services industry. Mr. Perkins is the ...
Discover essential financial planner interview questions and effective tips to impress your interviewer. Navigate your career path with confidence and clarity.
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