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I’m a Financial Planner: 5 Ways a Lack of Financial Literacy Is Costing You Every Month
GOBankingRates via Yahoo Finance· 12 hours agoNot investing the time and effort into becoming financially literate can propel you into a lifetime...
As a financial planner, I give my clients 4 tips to make their money last a lifetime
Business Insider· 4 days agoAs a certified financial planner, my goal is to help self-made professionals build wealth that they...
8 Ways You Can Benefit From a Financial Planner On Any Salary
GOBankingRates via Yahoo Finance· 2 weeks agoManaging your finances on your own can be overwhelming, especially when you suffer from indecision...
Learn More About Kristina Alley CFP in Santa Fe, NM.
US News & World Report· 1 week agoKristina Alley is a financial advisor in Santa Fe, NM, and have earned their CFP. This professional designation is issued by the Certified Financial ...
Financial planner: Reverse mortgages can help retirees with high property taxes - HousingWire
HousingWire· 1 week agoA retired public school teacher living in the Pacific Northwest told MarketWatch that he is feeling...
Do you feel too poor to get financial advice? Here's how to find 'free' help - even if you don't...
Morningstar· 2 weeks agoSam Petrucci is a financial planner who specializes in complex tax issues, and most of his clients are wealthy - not just a little wealthy ...
Financial expert urges retiree with $2.2m saved to avoid 'withdrawal' mistake
The US Sun· 2 weeks agoThe pair are both under 60 with at least $2.2 million in assets, a solid jumping-off point to work...
Virtual course for financial planners enters its fifth year - InvestmentNews
InvestmentNews· 2 weeks ago“We are starting to see the tangible impact the Externship has had on financial planning and only expect the impact to grow,” said Hannah Moore, creator ...
‘Should I live under a bridge?’ I get $5,600 a month in Social Security retirement income, but my...
Market Watch· 2 weeks agoHave an issue with your financial adviser or looking for a new one? Email questions and concerns to...
The No. 1 mistake people in their 50s make with their money, according to a CFP—and how to fix it
CNBC· 2 weeks agoYou might feel like your life, retirement savings and finances are set in stone at this age. "In...