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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 a financial planner, and over 15 years I've seen my wealthiest clients have the same 3 habits
Business Insider· 5 days agoPeople ask CFP Malik S. Lee for the secret sauce — the commonalities he sees in his wealthiest ...
A financial planner gave me 4 tips to earn more passive income — without working more hours
Business Insider· 5 days agoI realized I needed to start earning passive income once I was working around 65 hours a week — I...
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®...
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 have an $800,000 pension and $470,000 in investments. This year, my adviser wants over $4,000 to...
Market Watch· 1 day agoFees of 1% of assets under management are fairly standard, pros say, though you can negotiate less....
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...
Make your money work when you’re not: Creating an income-producing portfolio | CNN Business
CNN.com· 1 day agoIf you have savings and investments to support you in retirement — or, before then, if you take an...
Ask an Advisor: Can a Single Financial Advising Firm Address All of My Financial Concerns?
SmartAsset via AOL· 4 days agoCan one individual or organization cover my complete spectrum offinancial concerns, including...
Gen Z and soft saving: Finding the balance between financial and mental health
Bankrate via AOL· 6 days agoThrough careful planning and budgeting, however, one can find ways to enjoy life today while still...
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