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What is a financial advisor?
CNN.com· 4 days agoAre you thinking about hiring a financial advisor to help manage your finances but don’t know where to start? Before you decide whether to hire a ...
Jill On Money: Progress on fiduciary
Herald & Review· 9 hours agoFor years I have bemoaned the fact that many financial professionals were not always required to act in the best interest of their clients, i.e., they...
People, Places
The Wenatchee World· 2 days agoCongratsCordell, Neher & Company PLLC/CNC Financial Group LLC announced Jason Underwood received his certified financial
I’m 72, worth over $2M and have no close relatives. Now ‘I worry for my future’ as mom had...
Market Watch· 1 day agoHave an issue with your financial planner or looking for a new one? Email picks@marketwatch.com.
A record 4.1 million Americans may retire this year: Financial planners say they should take these 5...
Fortune· 1 hour agoFor those nearing retirement, here are five tips from financial advisors to maximize money—and longevity—in the golden years. Most people are familiar with 401(k)s and IRAs ...
I'm 60 with $1 million but not sure I can retire - moving could be the solution
The US Sun· 5 days agoJames Conole, a certified financial planner on YouTube recently shared his client’s story in a...
I’m 39, have $200K in my 401(k) and max it out, and invest $7,800 a year in stocks. I also own a few...
Market Watch· 3 days agoHave an issue with your financial adviser or looking for a new one? The good news is that continuing...
After my divorce, my adviser sold me a $500K insurance policy that’s financially draining me....
Market Watch· 4 days agoIt has grown from about $100,000 over the course of 20 years with a financial company that...
I asked a financial planner who should consider debt consolidation
Business Insider· 3 days agoThere are several options for debt consolidation with their own pros and cons. Debt consolidation...
More home sellers are paying capital gains taxes — here’s how to reduce your bill
CNBC· 4 days agoMore Americans are paying capital gains taxes on home sale profits amid soaring property values —...
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