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Do You Need a Financial Therapist?
Time Magazine· 3 days ago“Money has such a profound emotional impact on people’s lives, and those emotions in turn have a big impact on our financial decisions and behavior,”...
Where a financial planner tells clients to keep cash they won't need for 10 years
Business Insider· 3 days agoIf you know you won't need to use the money for at least 10 years, then it's time to consider...
Retirement planner stops in Chicago on 2,100-mile bike ride to support Ponzi scheme victims
Chicago Sun-Times· 18 hours agoA retirement planner is cruising from Dallas-Fort Worth, Texas, to Washington, D.C. — not by air but on wheels. “It’s been a challenge — physically, emotionally, spiritually ...
‘I was financially abused in divorce.’ My ex-husband, who works in finance, moved my investments...
Market Watch· 2 days agoThe short answer is that you need an attorney — and sooner rather than later, says Amir Noor, a...
A 401(k) with an annuity twist – Blackrock’s funds offer paycheck-like income option
Bankrate via Yahoo Finance· 5 days ago“BlackRock seems to have done a good job with this option. It’s giving annuities an easy button,”...
I’m 39, have $200K in my 401(k) and max it out, and invest $7,800 a year in stocks. I also own a few...
Market Watch· 3 days agoHave an issue with your financial adviser or looking for a new one? The good news is that continuing...
Destroying debt: Financial planner weigh in on ways to tackle credit card debt
WYFF 4 Greenville· 2 days agoAs credit card debt in the U.S. reach record highs, a South Carolina financial planner is offering...
Dine With a Doc event scheduled in Charleston
Journal Gazette & Times-Courier· 3 hours agoMonthly event is opportunity for local senior citizens to get information and get questions answered on a variety of medical topics.
Why you shouldn't put all your retirement savings in your 401(k), according to a financial planner
Business Insider· 5 days agoA 401(k) is an excellent retirement savings account, but it shouldn't be the only one you choose....
Financial firm Moisand Fitzgerald Tamayo honored by two national publications
Florida Today via Yahoo Finance· 2 days ago“We’re completely independent and a 100% locally owned organization, which allows us to focus on...