Ever wonder what actually goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. Carlos Panksep, Managing Director of the Centre for Fiduciary Excellence (CEFEX), addresses how you as an individual investor benefit from having a CEFEX-certified advisor.
According to Fidelity, if you want to retire comfortably, you should have eight times your annual salary saved by age 60 and ten times by age 67.
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We’ve all heard the phrase “too much of a good thing.” Usually we’re talking about something relatively harmless, but it’s a different story when it comes to borrowing money.
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Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who.
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Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 40 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »
