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‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 5 days agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
Learn More About Kristina Alley CFP in Santa Fe, NM.
US News & World Report· 2 weeks agoKristina Alley is a financial advisor in Santa Fe, NM, and have earned their CFP. This professional designation is issued by the Certified Financial <...
I’m 62 and could get $1,875 a month in Social Security. I also have $850,000 in Roth and traditional...
Market Watch· 2 weeks agoLet’s start with your Social Security situation, then jump into the retirement withdrawals, and then...
How to manage your money in your 40s, according to CFPs: As your investments grow, 'mistakes can get...
CNBC· 2 weeks agoHere are four steps certified financial planners recommend taking with your money throughout your...
I’m a Financial Planner: Don’t Spend More Than 15% of Your Income on a Car Payment
GoBankingRates via AOL· 2 weeks agoThe average American spends $725 on their monthly payment for a new vehicle, according to Experian's...
How to Find a Financial Advisor If You’re Not Rich - WTOP News
WTOP Washington· 2 weeks agoFinancial advisors are evolving to work with more and more diverse clients, including clients that have high needs, but low budgets. Many people are embarrassed to seek out ...
CFPs, CPAs, RIAs and More — What Do Each of These Financial Professionals Do for You?
GoBankingRates via AOL· 2 days agoAccording to Statista, 61% of adults invested in the stock market in 2023. If you've started...
‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me...
Market Watch· 1 week agoWhat do I need to ask prospective advisers to ensure I don’t end up in this situation again?...
Ask an Advisor: ‘I'm Too Trusting and Gullible.' How Do I Find aFinancial Advisor Who Truly Acts as...
SmartAsset via AOL· 2 weeks agoHow can I reliably verify that a specific financial advisor is a true and full fiduciary – and that...
I'm a financial planner — with layoffs on the rise, I suggest taking another look at your insurance
Business Insider· 1 week agoAffiliate links for the products on this page are from partners that compensate us and terms apply...