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Ask an Advisor: I Need an Estate Planner But I Have Trust Issues With Financial Advisors. What...
SmartAsset via Yahoo Finance· 13 hours agoI’m single, 85 years old and I need a financial estate planner, as well as an attorney for a will....
What financial pros wish they knew about investing when they were young
Bankrate via AOL· 5 hours agoInvesting is a long game. Many new investors, lured by the fast-paced, high-stakes depictions of...
The pros and cons of CD investing
Bankrate via AOL· 1 hour ago“The return of your money is more important than the return on your money,” says certified financial planner Buz Livingston of Livingston Financial ...
I live in Florida and have over $500K invested, but I want to spread out the risk and get a ...
Market Watch· 6 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· 3 days agoLuke Achay is a financial advisor in Newport Beach, CA, and has earned his CFP. This professional...
The Biden administration finalized a controversial new retirement rule — here are 3 key things you...
MSN News· 1 day agoImportant information for anyone seeking retirement planning advice.
5 Checking Accounts the Ultra Rich Use, According to Finance Experts
GOBankingRates via Yahoo Finance· 4 hours agoDoes it matter where you store your money? If you're in the upper class, it definitely does. Certain...
Average savings account balance in the U.S.
USA Today· 5 hours agoHow much money should you have in your savings account? “It’s not an easy formula that we can choose one time and we’re good forever,” said Catherine...
LearnLux CFP® Exam Opportunity Scholarship awarded to aspiring Certified Financial Planner™...
HR Dive· 5 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)...
