Tell CFA Your Investment Story

The quality of the investment advice you receive from your financial adviser matters.  

As traditional pension plans have gone by the wayside, most American workers have become responsible for their own retirement security. But faced with so many complicated decisions, including how much to save and what types of investments to buy, many people seek help from professional financial advisers.

The recommendations that your financial adviser makes can affect whether you have comfortable retirement or whether you have to make significant sacrifices to your quality of life just to survive. CFA wants to make sure you’re receiving high quality investment advice that is designed to serve your best interests. We want to hear your experiences with your financial adviser. Complete the online survey today and tell CFA your investment story: http://www.consumerfed.org/news/833.

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  • Written by Tammy G. Bruzon | January 16, 2017

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Saver Stories View all »

Starting and Continuing a Personal Finance Journey

Written by Sara Cooper | December 23, 2013

When Kiara Hardin, now a junior at Western Illinois University, became an intern with the Chicago Summer Business Institute during her sophomore year of high school, she began her personal finance journey. The program required participants to open a savings account.

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Getting Out of Debt

Written by Katie Bryan | October 28, 2013

In 2004, Tonya Shelton was facing financial ruin. Barely making more than minimum wage and having lost her home to an unexpected family crisis, Shelton and her family were forced to live in a rundown hotel.

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Jump-Starting a Financial Makeover

Written by Katie Bryan | October 28, 2013

Nichelle Johnson, a single mom with two teenage children, knows what it’s like to stretch a dollar. When she moved back to Virginia Beach in 2008, she provided for her family with just a part-time library position.

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