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    Certified Financial Planners And Financial Planner and Financial Adviser
    • The rich are just like us — they buy CDs too

      Morningstar· 4 days ago

      It's hard to resist a good deal, and today's high interest rates on short-term TreasurysBX:TMUBMUSD01Y and CDs are luring in even wealthy investors who have financial advisers ...

    • 7 Saving Strategies You May Not Have Tried Yet

      San Francisco Chronicle· 6 days ago

      With the holiday shopping season just starting and prices of many consumer goods continuing to rise, saving money can seem impossible. “Saving is your margin,” says Eric Maldonado, a certified ...

    • Do you need life insurance after retiring?

      Richmond Times-Dispatch· 3 days ago

      QUESTION: Do I still need life insurance after I retire? I’ve been thinking about dropping my policy to escape the premiums. Is this a good idea?