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Five Rules for Long-Term Investing

February 23, 2021

These best practices can help you stay invested during the market’s ups and downs The COVID-19 pandemic helped put an end to the longest bull

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Weekly Commentary | February 23, 2021

February 23, 2021

It’s a contrarian’s dream come true. Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are

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Weekly Commentary | February 16, 2021

February 16, 2021

Way back, when radio disk jockeys played 45-rpm vinyl singles, the A-side of a disk was the song the record company was promoting and the

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Weekly Commentary | February 9, 2021

February 8, 2021

The Markets It’s not a black diamond ski run yet, but the yield curve for U.S. Treasuries is steeper than it has been in a

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Preparing for the 2021 Tax Season

February 2, 2021

How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up

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Choosing the Right Life Insurance Policy

February 2, 2021

How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which

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Weekly Market Commentary | February 1, 2021

February 2, 2021

They say people watching the same event often see different things. That seems to have been the case last week when share prices of a

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Creating a Successful Business Succession Plan

December 1, 2020

An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you

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Understanding Your Retirement Income Plan

December 1, 2020

Manage cash flow in retirement with multiple income streams  When you retire, you get to bid farewell to the working world. That’s the good news.

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How to Make a Wealth-Transfer Plan

November 2, 2020

A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNERâ„¢ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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