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Council Post: When Is It Time To Hire A Financial Planner?
Forbes· 2 days agoEveryone has a financial goal—from saving for retirement to paying the monthly bills on time—but not...
‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 1 week agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
Learn More About Oscar Lopez CFP in Laredo, TX.
US News & World Report· 22 hours agoOscar Lopez is a financial advisor in Laredo, TX, and has earned his CFP. This professional designation is issued by the Certified Financial Planner ...
7 Best Financial Advisors in Denver - NerdWallet
Nerdwallet· 1 week agoFinding a financial advisor in Denver can be challenging due to the number of firms that operate in the city. We've listed the top seven best financial...
IRA rollovers: what to watch out for — and how to avoid the sharks
Market Watch· 1 week agoA new Department of Labor rule, which goes into effect in September, requires anyone who offers...
‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me...
Market Watch· 2 weeks agoWhat do I need to ask prospective advisers to ensure I don’t end up in this situation again?...
Who Can Be Trusted for Retirement Advice? New Rules Strengthen Protections.
The New York Times via Yahoo News· 2 weeks agoWhen you walk into a financial adviser’s office, you expect them to put your best interests above...
The Fed's Rate Pause Is Good News for Savers. Here's Why
CNET· 1 day agoInterest rates are staying put for now. This is great news for savers as annual percentage yields,...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 1 week agoUnder the DOL rule, if there is conflicted financial advice, the advisor, their firm, or both will...
Steps to take if you feel like 'mortgage prisoner' in your home, you can get out
The US Sun· 6 days agoAN EXPERT financial planner has laid out steps for homebuyers looking to sell, but feeling trapped by low-interest mortgage rates and an abysmal housing ...