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The Biden administration finalized a controversial new retirement rule — here are 3 key things you...
MSN News· 15 hours agoImportant information for anyone seeking retirement planning advice.
I live in Florida and have over $500K invested, but I want to spread out the risk and get a ...
Market Watch· 5 days agoAnswer: Since you don’t need investment management help, an hourly planner might make sense for you...
Learn More About Luke Achay CFP in Newport Beach, CA.
US News & World Report· 2 days agoLuke Achay is a financial advisor in Newport Beach, CA, and has earned his CFP. This professional...
Mutual funds mark 100th anniversary: With popularity up, are they better deals for investors?
The Arizona Republic via Yahoo Finance· 13 hours agoIn decades past, it was common for funds to charge as much as 8.5% off the top, but no-load funds have become the norm. About 92% of long-term funds are sold today without a sales load or a ...
I’m a Financial Guru: Here Are 4 Lessons I Learned From Dave Ramsey
GOBankingRates via Yahoo Finance· 8 hours agoDave Ramsey is a prominent financial guru who has advised people on personal finance for years. His...
LearnLux CFP® Exam Opportunity Scholarship awarded to aspiring Certified Financial Planner™...
HR Dive· 4 days agoThis scholarship program aims to empower underrepresented individuals from any socioeconomic background who aspire to earn their Certified Financial Planner™</ ...
Trust your money to a young financial adviser? Increasingly you’ll have little choice.
Market Watch· 3 days agoIn March 2024, 68% of the candidates taking the exam to earn the certified financial planner (CFP)...
I have $190K in stock, $374K in IRAs and $90K in company stock, plus I’ll get a pension in 2027. I...
Market Watch· 6 days agoQuestion: I have $190,000 in stock that a large investment company manages as well as two rollover...
I’m 55, ‘pretty much’ debt free and own my home and land. I also get SSI. I now want to earn income...
Market Watch· 5 days agoIs this something a financial adviser could help me with or is there another professional I should...
Surprise! Americans actually like their banks
USA Today· 5 days agoFrom the 2008 financial crisis to the post-COVID inflation spike, the economy has gone through a series of spasms. “Sometimes the existing...