Back to Search Start Over

ISO a Financial Adviser.

Source :
Kiplinger Personal Finance. May2018, Vol. 72 Issue 5, p8-8. 1p.
Publication Year :
2018

Abstract

In this article, the author talks about financial planning for building an addition at their house in Washington, D.C. Topics discussed include tax planning strategies for managing retirement accounts due to financing with home-equity loan, gold standard as the certified financial planner (CFP) credential and meeting a CFP Lori Atwood, for tracking income and outgo and coming up with a budget for helping us save for goals.

Details

Language :
English
ISSN :
15289729
Volume :
72
Issue :
5
Database :
Academic Search Index
Journal :
Kiplinger Personal Finance
Publication Type :
Periodical
Accession number :
128725887