Have you noticed all those letters behind your advisor’s name? Knowing what the designations mean can help you better understand your advisor’s education background and skill set. Charlie Kerwood goes over some of the common designations you may see.
Posts By: Charles A. Kerwood III, CFP®, ChFC®, AEP®
Do you know the difference between Limited and General Power of Attorney? Charlie Kerwood discusses a few facts on why POAs are so important.
What’s the difference between leasing and buying a car? Charlie Kerwood illustrates the differences with a graph.
When working with a financial advisor, it is critical they have the Certified Financial Planner™ designation. Charlie Kerwood gives 4 reasons why the CFP® designation has become the gold standard in financial planning
Is a reverse mortgage right for you? Charlie Kerwood explains what to consider before making a decision.