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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· 2 weeks agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
Council Post: When Is It Time To Hire A Financial Planner?
Forbes· 4 days agoEveryone has a financial goal—from saving for retirement to paying the monthly bills on time—but not...
Learn More About Oscar Lopez CFP in Laredo, TX.
US News & World Report· 3 days agoOscar Lopez is a financial advisor in Laredo, TX, and has earned his CFP. This professional designation is issued by the Certified Financial Planner ...
‘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...
CFPs, CPAs, RIAs and More — What Do Each of These Financial Professionals Do for You?
GoBankingRates via AOL· 1 week agoAccording to Statista, 61% of adults invested in the stock market in 2023. If you've started...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via AOL· 2 weeks agoOpponents of the rule, including members of the financial industry, say it will limit access to...
7 Best Financial Advisors in Denver - NerdWallet
Nerdwallet· 2 weeks 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...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 2 weeks agoUnder the DOL rule, if there is conflicted financial advice, the advisor, their firm, or both will...
How Do You Buy an Annuity?
GoBankingRates via AOL· 2 weeks agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
