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After my divorce, my adviser sold me a $500K insurance policy that’s financially draining me....
Market Watch· 3 days agoIt has grown from about $100,000 over the course of 20 years with a financial company that...
I asked a financial planner who should consider debt consolidation
Business Insider· 2 days agoThere are several options for debt consolidation with their own pros and cons. Debt consolidation...
Where a financial planner tells clients to keep cash they won't need for 10 years
Business Insider· 2 days agoIf you know you won't need to use the money for at least 10 years, then it's time to consider...
Do You Need a Financial Therapist?
Time Magazine· 2 days ago“Money has such a profound emotional impact on people’s lives, and those emotions in turn have a big impact on our financial decisions and behavior,”...
Financial advisor gets 4 years for wire fraud
Santa Maria Sun· 5 days agoA financial planner and owner of a company that manages a Santa Barbara County winery and restaurant was sentenced to four years in prison by a federal ...
We're in Our Early 60s with $1.4 Million. Can We Afford to Withdraw $90k Per Year in Retirement?
SmartAsset via Yahoo Finance· 18 hours agoThere are going to be many factors that help you determine if you’re ready to retire to $90k per...
I’m 39, have $200K in my 401(k) and max it out, and invest $7,800 a year in stocks. I also own a few...
Market Watch· 2 days agoHave an issue with your financial adviser or looking for a new one? The good news is that continuing...
‘What I wish I knew’: Here are the top 5 retirement regrets this California financial adviser says...
MSN News· 4 days agoForget regret, or retirement is yours to miss.
Americans can’t stop ‘spaving’ — here’s how to avoid this financial trap
The Today Show via AOL· 2 days agoBy nearly every measure, Americans are financially strained. Yet, even as inflation and high...
The future is true independence - InvestmentNews
InvestmentNews· 47 minutes agoFor the past decade, the independent channel has represented the fastest-growing segment of the wealth management industry. According to McKinsey, more...
