Portfolio income
Includes income from capital gains, dividends, and interest, and investments. This type of income is taxable at federal, state, and local levels for all bonds and securities.
Includes income from capital gains, dividends, and interest, and investments. This type of income is taxable at federal, state, and local levels for all bonds and securities.
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It 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. Individuals who become certified are required to complete continuing education.