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1. • 

     Learn More About Ryan Abou-haidar CFA in Portland, OR.

     US News & World Report· 38 minutes ago

     Ryan Abou-haidar is a financial advisor in Portland, OR, and have earned their CFA. This...

2. • 

     I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?

     SmartAsset via Yahoo Finance· 2 days ago

     Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits –...

3. • 

     10 Best Financial Advisors for June 2024

     GoBankingRates via AOL· 6 days ago

     The financial planning world has evolved tremendously over the past few decades. In the not too distant past, most investors needed a financial

4. • 

     Calling All Entrepreneurs: How The Right Financial Advisor Can Integrate Your Personal And Business...

     Forbes· 5 days ago

     The best financial advisor for an entrepreneur like you is going to be much more than a stock...

5. • 

     Tony Robbins on Why You Need a Recession Plan Now

     GOBankingRates via Yahoo Finance· 14 hours ago

     Use this — and the amount of money you could be saving — as your motivator to reduce or completely eliminate unnecessary expenses. Get a Fiduciary When...

6. • 

     Ask an Advisor: I Want Truly Independent Advice. How Can I Find a Financial Planner Who's Not...

     SmartAsset via AOL· 5 days ago

     How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I...

7. • 

     3 reasons why it may be time to break up with your financial advisor — and how to do it

     CNBC· 6 days ago

     Poor performance may drive some people to break up with a financial advisor, but judging an advisor...

8. • 

     I Won the Lottery! How Bad Are Taxes Going to Be?

     SmartAsset via Yahoo Finance· 6 hours ago

     Before you see a dollar of lottery winnings, the IRS will take 25%. Up to an additional 13% could be withheld in state and local taxes, depending on...

9. • Don't let Brokers Behave Badly with your portfolio! - Financial Safari with Coach Pete | iHeart

     iHeartRadio· 5 days ago

     It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when investing. If you have questions about taxes in retirement, or ...