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Learn More About Kristina Alley CFP in Santa Fe, NM.
US News & World Report· 6 days agoKristina Alley is a financial advisor in Santa Fe, NM, and have earned their CFP. This professional designation is issued by the Certified Financial <...
Learn More About Andrea Billquist CFP in College Station, TX.
US News & World Report· 6 days agoThis professional designation is issued by the Certified Financial Planner Board of Standards Inc....
6 Biggest Mistakes To Avoid When Hiring a Financial Advisor
GOBankingRates via Yahoo Finance· 16 hours agoUpping your financial knowledge game this year is something that will bring benefits throughout your...
Here’s the new standard your retirement planner must meet
Consumer Affairs· 23 hours agoThe U.S. Department of Labor has finalized a new rule, proposed in October, requiring requirers to...
I'm a financial planner — with layoffs on the rise, I suggest taking another look at your insurance
Business Insider· 5 days agoAffiliate links for the products on this page are from partners that compensate us and terms apply...
I’m 62 and could get $1,875 a month in Social Security. I also have $850,000 in Roth and traditional...
Market Watch· 6 days agoLet’s start with your Social Security situation, then jump into the retirement withdrawals, and then...
We used ChatGPT as our wedding planner — it saved us $5,000
NY Post via Yahoo News· 20 hours agoA survey revealed that 52% of engaged couples are considering AI to handle details. “I don’t need a...
Financial Friday: Which type of life insurance is right for you?
WIS News 10 Columbia· 2 days agoCOLUMBIA, S.C. (WIS) -(Sponsored by Limehouse Financial.) Thinking about planning for retirement can...
'You've screwed yourself': Dave Ramsey gets candid with a caller who cashed out her 403(b) to buy a...
Moneywise via AOL· 3 days agoAnd Zoe Financial — a wealth platform that connects people to fiduciaries, financial advisors and ...
More Than Money: Financial Advisors Shift to Life Coaching as Americans Redefine Wealth
Denton Record-Chronicle· 2 days agoWill financial advisors replace therapists in the coming years as Americans seek guidance on how to...