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5 Things Consumers Look for in a Financial Advisor
La Crosse Tribune· 2 days ago(StatePoint) Whether you’re currently a financial advisor or considering becoming one, knowing which qualities are high in demand among your potential...
7 habits of successful retirees, and how to become one yourself
MarketWatch via Yahoo Finance· 6 days agoIf you are one of the 60% of employees with a defined-contribution plan, contribute to it. (Not...
Statistics Say: This Is How Much Money You Actually Need to Retire
The Motley Fool via AOL· 1 day agoThat's a flawed approach in most cases. Financial planners have no consensus on the magic number....
Bart Zandbergen
Los Angeles Times· 2 days agoBart Zandbergen, a renowned Certified Financial Planner (CFP), is the founder and chief executive officer of The Zandbergen Group, established in Laguna...
Is GameStop Surge After 'Roaring Kitty' A 'FOMO'? Expert Warns 'Retail Investors Need To Be Wary' -...
Benzinga· 3 days agoA financial expert has issued a warning to investors about the potential risks associated with meme...
Retirement planner stops in Chicago on 2,100-mile bike ride to support Ponzi scheme victims
Chicago Sun-Times· 7 days agoA retirement planner is cruising from Dallas-Fort Worth, Texas, to Washington, D.C. — not by air but on wheels. “It’s been a challenge — physically, emotionally, spiritually ...
Will I forfeit my 401(k) if I leave my job in fewer than five years?
Market Watch· 7 hours agoWhenever you terminate your employment, you will be able to take what you put in and any earnings on...
Is a HELOC a Good Idea? - NerdWallet
Nerdwallet· 2 days agoA home equity line of credit, or HELOC, is a type of mortgage in which you borrow against the equity in your home. A HELOC is a revolving credit line,...
Advisors: Go Ahead And Kick The Tires On AI
WealthManagement.com· 3 days agoBlog posts, emails and videos are among the numerous ways generative AI has entered advisors’ lives over the past 18 months. Jason Pereira, senior...
10 Steps To Prepare for Retirement
GoBankingRates via AOL· 5 days agoStart planning for retirement with these practical tips and strategies. Whether you're just beginning or catching up, learn how to tailor a retirement ...
