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Learn More About Kristina Alley CFP in Santa Fe, NM.
US News & World Report· 5 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 <...
Navigating Uncomfortable Conversations Money
WFLA· 18 hours agoBLOOM (TAMPA) – Certified Financial Planner Steve Overton joined the global health and wellness show Bloom to share the importance of having...
Naperville, Illinois-Based Financial Planner Creates Special Summer Fundraiser Ride; Local...
PRWeb· 20 hours agoLocal businesses are sponsoring the ride and will provide breakfast, lunch, snacks and dinner, along...
Financial planner: Reverse mortgages can help retirees with high property taxes
HousingWire via Yahoo Finance· 6 days agoI do not have the money to keep up with these taxes with a $10,000 IRS limit on deductions.” Kenneth...
I’m 62 and could get $1,875 a month in Social Security. I also have $850,000 in Roth and traditional...
Market Watch· 5 days agoLet’s start with your Social Security situation, then jump into the retirement withdrawals, and then...
William Lako: Hidden Heroes of Tax Season: How A Financial Adviser Can Help
Clayton News Daily· 5 hours agoMany taxpayers spent the last few weeks engaging in discussions with their accountants as they...
You can buy a home in France or Italy for 'the price of a new truck'—but take these 3 steps before...
CNBC· 3 days agoSikes started researching properties across the Atlantic, focusing on inexpensive locales away from...
I’m a Financial Advisor: 8 Ways To Factor Your Kids Into Your Financial Plan
GOBankingRates via Yahoo Finance· 2 days agoFinancial planning is an ongoing process that doesn't stop when you have kids. If anything, having...
Gold Has Gone Gangbusters. Retirement Savers Shouldn’t Get Carried Away.
Barrons.com· 2 hours agoIf you do want gold, keep it to no more than 5% of your portfolio, advisors say. It’s easy to get...
What financial planners wish you knew about Social Security
The Cleveland Plain Dealer· 3 days agoOnly about 1 in 8 adults know when they’ll be eligible for full retirement benefits through Social...