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I'm 60 with $1 million but not sure I can retire - moving could be the solution
The US Sun· 4 days agoJames Conole, a certified financial planner on YouTube recently shared his client’s story in a...
After my divorce, my adviser sold me a $500K insurance policy that’s financially draining me....
Market Watch· 4 days agoIt has grown from about $100,000 over the course of 20 years with a financial company that...
This is the 'sweet spot' for Roth individual retirement account conversions, expert says
CNBC· 2 days agoIf you're weighing a Roth individual retirement account conversion, you could save on taxes by...
What is a financial advisor?
CNN.com· 4 days 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 ...
The AmeriFlex Group acquires The W Source
Private Banker International via Yahoo Finance· 3 days agoIn addition, the W Source is a statewide of chapters headed by female financial planners who want to create communities of support for one another in...
Consumer Reports | Navigating credit report errors
WSLS Newschannel 10 Roanoke· 1 day agoImagine being turned down for a loan or paying higher interest rates because of errors in your credit report. Checking the accuracy of your credit report...
More home sellers are paying capital gains taxes — here’s how to reduce your bill
CNBC· 3 days agoMore Americans are paying capital gains taxes on home sale profits amid soaring property values —...
Americans can’t stop ‘spaving’ — here’s how to avoid this financial trap
AOL· 2 days ago“Teams of scientists have figured out how to extract more money out of you,” said Klontz, who is also managing principal of YMW Advisors and a member of CNBC’s Financial Advisor ...
How This Top Advisor Team Grew Out of a Father-Son Bond
Barrons.com· 7 hours agoTrevor Wilde, CEO of the $3.1 billion-asset Wilde Wealth Management Group, explains the lessons he...
‘I got seriously burned’: My financial adviser took me for lunch, bought my kids gifts — and had me...
Market Watch· 3 days agoWhen I finally learned I’d been scammed, it took me a decade to pull my money out of the various...
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