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1. • 

     ...Truly Independent Advice. How Can I Find a Financial Planner Who's Not Associated With a...

     SmartAsset via AOL· 9 hours ago

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

2. • 

     IFAs and financial planners predict increasing M&A activity in the next 5 years

     International Accounting Bulletin via Yahoo Finance· 2 days ago

     There will be an increasing trend of mergers and acquisitions in the IFA and wealth management...

3. • 

     Strategies for Building Your Small Business

     The Herald-News· 2 days ago

     Incorporating a CERTIFIED FINANCIAL PLANNER™ professional into your stable of advisors is a smart way to ensure that you’re growing your business...

4. • Wealth.com Partners with Facet, Bringing Modern Estate Planning Tools to Its Financial Ecosystem

     Morningstar· 14 hours ago

     Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial

5. • 

     I’m a Financial Expert: 8 Reasons Boomers Should Downsize in Retirement

     GOBankingRates via Yahoo Finance· 11 hours ago

     Retirement can be a great time to consider downsizing your home. Your kids are probably grown and no...

6. • 

     50 Best Summer Budgeting Tips for Families

     GOBankingRates via Yahoo Finance· 2 days ago

     Summer is expensive for families. With the kids home from school, your grocery bills will undoubtedly go up. If you pay for daycare or summer camp, that...

7. • 

     Which Do I Need: A Tax Advisor or Financial Advisor?

     SmartAsset via Yahoo Finance· 5 days ago

     Taxes can be confusing and you might have questions about how to file or the best ways to minimize what you owe to the IRS. But who do you turn to for...

8. • I’m a Financial Expert: Don’t Prioritize Buying These 4 Expenses Over Saving Money

     AOL· 2 days ago

     While spurging every once in a while is part of living a healthy, happy financial life — it is possible to overdo it and skimp on your long-term savings goals. GOBankingRates ...

9. • 

     2024 Petaluma People’s Choice Awards - Winners

     The Petaluma Argus-Courier· 6 days ago

     Henry’s Quality Electric, Inc. Financial Planner / Investment Adviser Julie Nix, Redwood Credit Union...State Farm Landscaper Felix’s Landscaping & Tree...

10. • 

      York’s Wild Kingdom roars into 2024, its 44th summer. Prime property is up for sale, too.

      Portsmouth Herald via Yahoo News· 18 hours ago

      The project, however, fell through due to the 2008 financial crisis. Sauls said the owners are still...