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I have $470,000 in investments. This year, my adviser wants over $4,000 to manage my money. Is it...
Market Watch· 7 days agoFees of 1% of assets under management are fairly standard, pros say, though you can negotiate less....
‘It is difficult to sit through the hype and double talk.’ I interviewed 5 financial advisers — all...
Market Watch· 6 days agoQuestion: I interviewed five different financial planners trying to find one that best suits my...
I’m a Financial Advisor: 5 Ways You’re Paying Too Much in Taxes in Retirement
GOBankingRates via Yahoo Finance· 13 hours agoIn your retirement years, you may think you no longer have to worry about taxes because you're no...
I’m a Financial Planner: 8 Mistakes To Avoid When Building Generational Wealth
GOBankingRates via Yahoo Finance· 5 days agoReaching financial success is one of those things people only dream of -- a life where you're not...
This financial adviser breaks down taxes and estate planning into 3 simple charts
Morningstar· 2 days agoMax Pashman has Canva. Pashman is a 32-year-old certified financial planner from Los Angeles who mostly deals with clients in their 30s, 40s and 50s who ...
Which Do I Need: A Tax Advisor or Financial Advisor?
SmartAsset via AOL· 15 hours 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...
This financial adviser breaks down taxes and estate planning into 3 simple charts
Market Watch· 6 days agoThese images can help you wrap your head around how to manage your money.
8 Myths About Debt That Boomers Must Stop Believing Before They Retire
GOBankingRates via Yahoo Finance· 15 hours agoThere's a lot of mystery surrounding personal finances in retirement. Read Next: 10 Things Boomers...
Artificial intelligence, great wealth transfer: Why this financial analyst sees a rosy time ahead...
CNBC· 4 days agoFinancial analyst Tom Lee has a more optimistic outlook. "Since Covid, companies went through a huge...
Financial Advisors Can Make Six Figures a Year: Here’s How To Become One
GoBankingRates via AOL· 6 days agoBeing a financial advisor has its pros and cons. Among the downsides: long working hours and...
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