Posts by Emily Zhu
Advisor Basics
What Is a Financial Plan and How Do You Build One?
A financial plan is a comprehensive overview of your financial goals and the steps you need to take to achieve them. Financial plans are usually written down in physical documents to ensure that it is concrete and final. Many people… read more…
Retirement
ChFC vs. CFP: What’s the Difference?
The certified financial planner (CFP) designation and the chartered financial consultants (ChFCs) are both designations for financial advisors. Neither is easy to qualify for but both carry a distinction or validation that makes it easier for advisors. Of course, to… read more…
Banking Basics
What Is a Cashier’s Check? How to Buy One, Definition and Cost
A cashier’s check is often necessary for big purchases, like the down payment on a home. This is because a cashier’s check is drawn from a bank’s account and is therefore as highly regarded as cash. You can’t bring a regular personal… read more…