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Learn More About Luke Achay CFP in Newport Beach, CA.
US News & World Report· 3 hours agoLuke Achay is a financial advisor in Newport Beach, CA, and has earned his CFP. This professional...
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· 18 hours agoIn March 2024, 68% of the candidates taking the exam to earn the certified financial planner (CFP)...
LearnLux CFP® Exam Opportunity Scholarship awarded to aspiring Certified Financial Planner™...
HR Dive· 2 days agoThis scholarship program aims to empower underrepresented individuals from any socioeconomic background who aspire to earn their Certified Financial Planner™</ ...
7 things credit experts never do with their credit cards
Bankrate via Yahoo Finance· 1 day agoRebell: Count and keep your accounts Bobbi Rebell is a certifiedfinancial planner and the founder...
I have $190K in stock, $374K in IRAs and $90K in company stock, plus I’ll get a pension in 2027. I...
Market Watch· 4 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· 3 days agoIs this something a financial adviser could help me with or is there another professional I should...
Top high-yield savings accounts are now beating inflation. Here’s why that’s important
Bankrate via AOL· 2 days agoThe highest savings yield doesn’t usually top inflation. Most of the time, inflation outpaces the...
If you’re grabbing tax-free income from this asset, you may be sacrificing yield
CNBC· 10 hours agoMunicipal bonds are enjoying a moment among investors who are looking for tax-free income, but they...
Surprise! Americans actually like their banks
USA Today· 4 days agoFrom the 2008 financial crisis to the post-COVID inflation spike, the economy has gone through a series of spasms. “Sometimes the existing...