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Council Post: The First Steps Of Identifying A Successor For Your Financial Practice
Forbes· 5 days agofinancial goals for generations to come. Small financial firms face significant challenges in...
I’m a Financial Planner: What Not To Do When Your CD Matures
GoBankingRates via AOL· 5 days agoFor people who don't like risky investments, certificates of deposit (CDs) are often a great way to...
Personal-finance guru Dave Ramsey says it’s a great time to buy a house. Experts don’t agree.
Market Watch· 2 days ago-based chartered financial analyst at FBB Capital Partners, told MarketWatch in an interview....
1996 ad perfectly predicted today’s high cost-of-living. What it means for the next 30 years — and...
WJZY via Yahoo Finance· 11 hours agoFinancial planners can look at how prices have grown over the past 10, 20 or 30 years and use...
Financial planners' advice might be about to change
WBUR Boston· 6 days agoRule changes from the Department of Labor mean that financial professionals will have to meet a new standard for the advice they give clients. To explain the changes and what ...
When my wife died, I realized our retirement plan wasn't designed for just one of us. What changes...
Business Insider· 14 hours agoWhen my wife died, I realized our retirement plan wasn't designed for just one of us. Since my...
How one non-profit is turning to AI to help boost women's financial literacy
NBC Miami· 6 days agoThe organization, Savvy Ladies, was founded more than 20 years ago by Stacy Francis, a certified ...
How to pay off credit card debt
Bankrate via Yahoo Finance· 4 days ago“You have to build your savings first before concentrating on debt,” says Steve Repak, a certified financial planner and the author of “6 Week Money...
We’re 78 and 80, with $3M saved, $9K a month in income, and heavily invested in energy and AI. But...
Market Watch· 3 days agoDespite the potential rewards, I can’t shake the feeling that we might be taking unnecessary risks....
Part 2: How To Catch Up With Your Retirement Savings
Black Enterprise· 6 days agoBLACK ENTERPRISE consulted Certified Financial Planner Ivory Johnson, founder of Delancey Wealth Management, to learn how pre-retirees can catch up with...