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I’m a Financial Planner: 5 Things Rich People Do That Cost Too Much — Even for Them
GOBankingRates via Yahoo Finance· 4 minutes agoOverspending is a serious and all too common problem in the U.S. It's dangerous because it usually...
AI is on track to ‘democratize financial planning.’ Are investors ready for that?
Fortune via Yahoo Finance· 2 hours agoThat said, there are some early signs of optimism. Perhaps unsurprisingly...Northwestern Mutual: by...
Learn More About Scott Adair CFP in Overland Park, KS.
US News & World Report· 1 hour agoScott Adair is a financial advisor in Overland Park, KS, and has earned his CFP. This professional...
Here's What Happens When You Mismanage Your Budget in Retirement
The Motley Fool via AOL· 4 hours agoWork with a financial planner to set realistic spending goals and review them regularly. Keeping a...
My financial adviser put me in REITs and took 10%, but ‘did not disclose the dirty details.’ Now I’m...
Market Watch· 7 hours agoMy pre-retirement financial adviser took advantage of me and put my retirement savings into REITs...
This Is the Best Investment Right Now, According to Financial Planners
The State· 23 hours agoFinancial planners overwhelmingly recommend exchange-traded funds in investors’ portfolios. ***Money is not a client of any investment adviser featured ...
Rename Your ‘Emergency Fund’ if That Suits Your Saving Style | FOX 28 Spokane
FOX 28 Spokane· 5 days agoWhile the term “emergency fund” is used widely in the personal finance world to refer to short-term...
...Truly Independent Advice. How Can I Find a Financial Planner Who's Not Associated With a...
SmartAsset via AOL· 5 days agoHow can I find a certified financial planner (CFP) who is not associated with a brokerage house? I...
Mega backdoor Roth conversions can be a 'no brainer' for higher earners, expert says
CNBC· 4 days agoIf you're a higher earner and looking to boost tax-free retirement savings, there's a lesser-known...
Strategies for Building Your Small Business
Fontana Herald News· 7 days agoIncorporating a CERTIFIED FINANCIAL PLANNER™ professional into your stable of advisors is a smart way to ensure that you’re growing your business...