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I Retired Without a Financial Planner and It Cost Me — Here’s Why
GOBankingRates via Yahoo Finance· 50 minutes agoFor lots of folks, having a professional financial planner in their corner is considered mandatory...
'The best job on K Street' for CFP Board CEO - InvestmentNews
InvestmentNews· 3 hours agoAs CEO of the Certified Financial Planner Board of Standards (CFP) Board, Kevin Keller says...
IRS: Taxpayers may avoid a penalty by making a second-quarter estimated payment by June 17
CNBC· 3 days agoFor example, you may need a quarterly payment after a large distribution from a pretax individual...
The Biden administration has finalized a controversial new retirement rule — here are 5 things you...
MSN News· 6 hours agoImportant information for anyone seeking retirement planning advice.
Two major reverse mortgage lenders to sponsor financial planner conference - HousingWire
HousingWire· 4 days agoThe Alliance of Comprehensive Planners (ACP), a trade association for financial planners, will be...
‘My brother told me to just be happy.’ My adviser charges 0.9%, but I find that ‘hidden fees’ add up...
Market Watch· 4 days agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
BUSINESS PEOPLE: Elderly life care professional becomes Certified Care Manager
Herald-Tribune via Yahoo News· 7 hours agoBecoming a CFP professional expands a financial adviser’s knowledge base in tax-sensitive investment...
‘She won’t be happy until he’s in a homeless shelter’: My sister wants our father to refinance his...
MarketWatch via Yahoo Finance· 2 hours agoIf she wants your help to put together a payment plan, you could offer that. But driving your father...
‘None of us are worth that,’ one adviser told us when he heard a reader with $600,000 share what she...
Market Watch· 6 days ago“Generally speaking, from a regulatory standpoint, it’s prohibited to charge more than 2%,” says...
Here's the Average Net Worth and Retirement Savings Among American Households by Age
Motley Fool via Yahoo Finance· 6 days agoThose statistics may conjure feelings of dissatisfaction or even embarrassment in some readers. But...