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2023 Financial Planning Calendar
January January 1st Updates in Social Security, Medicare, and Inflation-Adjusted Federal Income Tax Bracket, and Retirement Account...
Jiayi (Kristy) Xu, MBA, CFP®
Jan 2, 20235 min read
Why should you work with a financial advisor who is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?
Anyone can call themselves a financial advisor. Only those who have met the CFP Board's high standards for certification can call...
Jiayi (Kristy) Xu, MBA, CFP®
Dec 12, 20222 min read
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