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Series 7 Exam Prep: How to Pass the FINRA Series 7 Exam

I frequently get asked by young finance professionals what are the best Series 7 exam prep materials and how to pass the FINRA Series 7 exam on their first try. During my career, I have taken and passed many different financial exams on my first try (CPA, CFP, securities exams, etc).  That is surprising to [...]

Personal Finance Basics:  Financial Tips, Advice & Help

Very few people have comprehensive personal financial plans that cover all of the personal finance basics.  Fortunately there is no shortage of financial tips, advice, and help available to you in this day and age.  Below are some of your options: There are many financial advisors who for a fee are willing to create a comprehensive personal [...]

Financial Advisor Credentials: CPA, CFP, or CFA?

There are countless financial, investment, and tax related credentials out there, such as the CPA, CFP, and CFA.  Many a financial advisor has a string of letters after his or her name saying he or she is certified in ABC or a specialist in XYZ.  For the average person, it can be extremely confusing to [...]

What is a Ponzi Scheme?

What is a Ponzi Scheme?

I worked a lot of low paying on-campus jobs when I was in college in order to support myself, pay my tuition, and graduate from college debt free.  Few people would envy most of the jobs I worked.  However, during my last two years in college, I worked a job that I absolutely loved: I [...]

How Hard is the CPA Exam & How to Pass It

How Hard is the CPA Exam & How to Pass It

Being a CPA and CFP, I frequently get asked by accounting and finance students and recent graduates how to pass the CPA and/or CFP Exam on their first try.  I'll focus on the CPA exam in this article. Fortunately, you do not need to be a rocket scientist to pass the CPA Exam, and yes, [...]

Identity Theft Protection Basics

Identity Theft Protection Basics

There are not many things that can ruin your day like becoming a victim of identity theft.  Identity thieves are becoming more and more sophisticated and the number of identity theft victims continues to escalate at an alarming rate.  Learning basic identity theft protection techniques can go a long way in protecting your identity. Identity [...]

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