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Rachel Lawrence explains why she's resigning as Rochester city councilor
Foster's Daily Democrat via Yahoo News· 2 days agoLawrence, who works as a financial planner, has her own business and does consulting for other ...
What to do when aging parents need help with financial decisions? Here’s some advice
Tacoma News Tribune via AOL· 2 days agoThey might be among the first to notice cognitive decline via repeated questions, redundant emails...
AI is on track to ‘democratize financial planning.’ Are investors ready for that?
Fortune· 1 day agoMost Americans report being skeptical of the potential of AI when it comes to their personal finances, according to data released Tuesday from Northwestern Mutual’s 2024 Planning ...
3 reasons why it may be time to break up with your financial advisor — and how to do it
CNBC· 6 days ago"The No. 1 reason people tend to go with an advisor is that they like them and feel liked by them,"...
Calling All Entrepreneurs: How The Right Financial Advisor Can Integrate Your Personal And Business...
Forbes· 6 days agoThe best financial advisor for an entrepreneur like you is going to be much more than a stock...
Financial dangers of store credit cards can be ‘severe,’ expert warns
FOX Business· 2 days agoNearly every store has rewards credit cards available for customers, but not all the offers add up...
There’s a savings account paying 6.17% – and it’s just one of 10 all paying 5.25%, or more, right...
Market Watch· 1 day ago“Many financial advisers recommend keeping an emergency fund of 3 to 6 months’ worth of expenses in...
Mega backdoor Roth conversions can be a 'no brainer' for higher earners, expert says
CNBC· 5 days agoIf you're a higher earner and looking to boost tax-free retirement savings, there's a lesser-known...
You could lose money by maxing out your 401(k) plan early — unless it has this special feature
NBC Dallas Fort Worth· 8 hours agoMost 401(k) plans offer an employer match, which uses a formula to deposit extra money into the...
Shopportunist: Teach the value of money with fun 'fintech'
Albany Times Union· 6 days agoAlong with playing games, streaming movies and listening to music, kids can learn about personal...
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