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I have an $800,000 pension and $470,000 in investments. This year, my adviser wants over $4,000 to...
Market Watch· 19 hours agoFees of 1% of assets under management are fairly standard, pros say, though you can negotiate less....
I’m a Financial Planning Expert: Here’s Why I Don’t Believe in Money ‘Rules of Thumb’
GOBankingRates via Yahoo Finance· 5 days agoJill Schlesinger, certified financial planner (CFP) and host of the "Jill on Money" podcast, is...
I’m 70, retired and worth $5 million. After a broken hip, I want to get a clear financial picture of...
Market Watch· 6 days agoAnswer: You’re right, a fee-only certified financial planner (CFP) could be a good idea, pros say....
‘I was financially abused in divorce.’ My ex-husband, who works in finance, moved my investments...
Market Watch· 2 weeks agoThe short answer is that you need an attorney — and sooner rather than later, says Amir Noor, a...
I’m 72, worth over $2M and have no close relatives. Now ‘I worry for my future’ as mom had...
Market Watch· 2 weeks agoHave an issue with your financial planner or looking for a new one? Email picks@marketwatch.com.
Make your money work when you’re not: Creating an income-producing portfolio | CNN Business
CNN.com· 19 hours agoIf you have savings and investments to support you in retirement — or, before then, if you take an...
5 Things Consumers Look for in a Financial Advisor
Homenewshere.com· 5 days ago1. Someone they can trust: Clients seek a financial advisor to help them protect what matters most and to achieve their short- and long-term goals. CFP®...
Money Anxiety? Here's the Expert Advice I Followed to Get Smart With My Finances
CNET· 2 weeks agoJuggling the minimum payments on student loan debt, a car loan and several credit cards, I was...
What is a financial advisor?
CNN.com· 2 weeks agoAre you thinking about hiring a financial advisor to help manage your finances but don’t know where to start? Before you decide whether to hire a ...
Council Post: Why You Should Consider A Specialist In Tax Planning
Forbes· 4 days agoNot all accountants are tax planners. There's a common misconception out there that any credentialed...
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