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What is a financial advisor?
CNN.com· 5 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
San Jose Mercury News· 5 days 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...
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...
Are My Credit Card Rewards Taxable?
The Wall Street Journal· 12 hours agoThe IRS views any cash back, points, miles or other benefits you earn through spending, as “more of a rebate or discount rather than taxable income,”...
I’m 72, worth over $2M and have no close relatives. Now ‘I worry for my future’ as mom had...
Market Watch· 2 days agoHave an issue with your financial planner or looking for a new one? Email picks@marketwatch.com.
People, Places
The Wenatchee World· 2 days agoCongratsCordell, Neher & Company PLLC/CNC Financial Group LLC announced Jason Underwood received his certified financial
A record 4.1 million Americans may retire this year: Financial planners say they should take these 5...
Fortune via AOL· 10 hours agoThough they are usually thought to be best for younger workers due to the income cap on...
2 places you can earn $5,000 just for opening an account — and 8 more of the biggest bank and...
Market Watch· 3 days ago“A banking relationship should be focused on finding a firm that provides good service and...
8 Ways Middle-Class People Become Poor in Retirement
GOBankingRates via Yahoo Finance· 6 hours agoAfter working for most of your adult life, the last thing you want to do is stress about your finances and paying hefty bills in your golden years. You...
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...
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