Certified Financial Planner Board of Standards Inc.
10/22/2025 | Press release | Archived content
‘I Feel Cheated.’ I’m 75 and Want to Fire My Tax Preparer and Financial Adviser, as I Owe Five Figures to the IRS. I’m Still Driving My 2013 Nissan and Can’t Afford New Teeth.[...]
After losing money from advisor mistakes and unexpected tax penalties tied to investment consolidation, a 75-year-old retiree now questions whether recovery is possible. Use a resource such as CFP Board's website to verify if a financial advisor is a CFP® professional who commits to CFP Board to act in clients' best interests.
MarketWatchAlisa Wolfson October 22, 2025
Certified Financial Planner Board of Standards Inc. published this content on October 22, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 07, 2025 at 16:14 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]