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‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 2 weeks agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
I'm 60 with $1 million but not sure I can retire - moving could be the solution
The US Sun· 2 days agoJames Conole, a certified financial planner on YouTube recently shared his client’s story in a...
Learn More About Oscar Lopez CFP in Laredo, TX.
US News & World Report· 4 days agoOscar Lopez is a financial advisor in Laredo, TX, and has earned his CFP. This professional designation is issued by the Certified Financial Planner ...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 2 weeks agoUnder the DOL rule, if there is conflicted financial advice, the advisor, their firm, or both will...
After my divorce, my adviser sold me a $500K insurance policy that’s financially draining me....
Market Watch· 19 hours agoIt has grown from about $100,000 over the course of 20 years with a financial company that...
This CD is paying 9.5% (yes, you read that right) — and 9 more of the best-paying CDs right now
Market Watch· 2 days agoAt the outset of the year, many economists and finance pros suggested at least six interest rate...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via AOL· 2 weeks agoOpponents of the rule, including members of the financial industry, say it will limit access to...
CFPs, CPAs, RIAs and More — What Do Each of These Financial Professionals Do for You?
GoBankingRates via AOL· 1 week agoAccording to Statista, 61% of adults invested in the stock market in 2023. If you've started...
What is a fiduciary and why it’s important - InvestmentNews
InvestmentNews· 2 weeks agoForemost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law...
Personal-finance guru Dave Ramsey says it’s a great time to buy a house. Experts don’t agree.
Market Watch· 4 days ago-based chartered financial analyst at FBB Capital Partners, told MarketWatch in an interview....