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Jorgen Vik: Before making financial decisions, to thine own self be true
The Daily Progress· 1 hour agoAs a financial adviser, I see it as my job to better understand a client’s attitudes toward money so...
I live in Florida and have over $500K invested, but I want to spread out the risk and get a ...
Market Watch· 4 days agoAnswer: Since you don’t need investment management help, an hourly planner might make sense for you...
Trust your money to a young financial adviser? Increasingly you’ll have little choice.
Market Watch· 1 day agoIn March 2024, 68% of the candidates taking the exam to earn the certified financial planner (CFP)...
Jalene Hahn: How to defend yourself financially amid life’s changes - Indianapolis Business Journal
Indianapolis Business Journal· 1 day agoAs part of the summer office cleanup, I came across an old book (1997) titled, “Women’s Guide to Financial Self-Defense,” by June Mays. This book came out of her experiences ...
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· 3 days agoIs this something a financial adviser could help me with or is there another professional I should...
7 things credit experts never do with their credit cards
Bankrate via Yahoo Finance· 2 days agoThis is because credit utilization ratio, or how much of your available credit you’re using, is an...
Here's the Average Upper-Class American's Retirement Savings. How Do You Compare?
The Motley Fool via AOL· 1 day agoUpper-class Americans have been able to put away quite a bit for retirement. Check out this group's...
Spreadsheets Can’t Help You With Your Money (You Need This Instead)
Forbes· 4 days agoWhen people see a spreadsheet that says their plan “works,” without considering the real-life...
Money Talk: What to do when your financial advisor isn't doing right by you
Los Angeles Times· 6 days agoDear Liz: My husband and I are in our 80s, living in a retirement community. Answer: Tax loss...
How to invest $1 million: 4 strategies
CNN.com· 4 days ago“My family personally lost more than a million dollars when I was a child, leaving us destitute and leading me to pursue a career as a certified ...