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...Truly Independent Advice. How Can I Find a Financial Planner Who's Not Associated With a...
SmartAsset via Yahoo Finance· 5 hours agoHow can I find a certified financial planner (CFP) who is not associated with a brokerage house? I...
IFAs and financial planners predict increasing M&A activity in the next 5 years
International Accounting Bulletin via Yahoo Finance· 2 days agoThere will be an increasing trend of mergers and acquisitions in the IFA and wealth management...
Wealth.com Partners with Facet, Bringing Modern Estate Planning Tools to Its Financial Ecosystem
Morningstar· 10 hours agoWealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial
Strategies for Building Your Small Business
The Herald-News· 2 days agoIncorporating a CERTIFIED FINANCIAL PLANNER™ professional into your stable of advisors is a smart way to ensure that you’re growing your business...
I’m a Financial Expert: Don’t Prioritize Buying These 4 Expenses Over Saving Money
AOL· 1 day agoWhile spurging every once in a while is part of living a healthy, happy financial life — it is possible to overdo it and skimp on your long-term savings goals. GOBankingRates ...
I’m a Financial Expert: 8 Reasons Boomers Should Downsize in Retirement
GOBankingRates via Yahoo Finance· 6 hours agoRetirement can be a great time to consider downsizing your home. Your kids are probably grown and no...
50 Best Summer Budgeting Tips for Families
GOBankingRates via Yahoo Finance· 2 days agoSummer is expensive for families. With the kids home from school, your grocery bills will undoubtedly go up. If you pay for daycare or summer camp, that...
Roth conversions are up in 2024 — but it's not always a ‘slam dunk,' accountant says
NBC Miami· 2 days agoThere was a 44% year-over-year increase in the number of Roth conversions during the first quarter...
Which Do I Need: A Tax Advisor or Financial Advisor?
SmartAsset via Yahoo Finance· 4 days agoTaxes can be confusing and you might have questions about how to file or the best ways to minimize what you owe to the IRS. But who do you turn to for...
Kelley & Mullis Wealth Management adds executive to C-suite - Birmingham Business Journal
The Business Journals· 12 hours agoThe new executive previously created his own firm in 2021.
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