Search results
Where a financial planner tells clients to keep cash they won't need for 10 years
Business Insider· 2 days agoIf you know you won't need to use the money for at least 10 years, then it's time to consider...
Money Anxiety? Here's the Expert Advice I Followed to Get Smart With My Finances
CNET· 3 days agoJuggling the minimum payments on student loan debt, a car loan and several credit cards, I was...
Why your retirement may be different than you expected
Financial Post via Yahoo Finance· 4 days agoTakeaways I spend most of my time helping retirees plan to live happily and healthily until age 95...
Retirement security rule: DOL defines the new role (and limitations) of a fiduciary
BenefitsPRO· 3 days agoLisa Gomez, head of the DoL's Employee Benefits Security Administration (EBSA) reiterated that the...
After my divorce, my adviser sold me a $500K insurance policy that’s financially draining me....
Market Watch· 4 days agoIt has grown from about $100,000 over the course of 20 years with a financial company that...
Timothy J. Dengler
The National Law Review· 14 hours agoTim focuses his practice on all aspects of trust and estate planning, estate administration, estate litigation and taxation. Tim formulates and implements complicated estate plans and serves ...
Here's how to avoid getting 'hammered' on inherited individual retirement account taxes, experts say
CNBC· 4 days agoInherited individual retirement accounts can be a financial boost for heirs, but the windfall can...
Jill On Money: Progress on fiduciary
San Jose Mercury News· 4 days agoRecently, there was progress towards requiring financial service representatives to adopt the fiduciary standard. The Department of Labor (DOL) issued...
I asked a financial planner who should consider debt consolidation
Business Insider· 2 days agoThere are several options for debt consolidation with their own pros and cons. Debt consolidation...
The AmeriFlex Group® Acquires The W Source™, an Innovative Women-to-Women Professional Networking...
WKRN Nashville· 4 days agoThe AmeriFlex Group® -- a rapidly growing, advisor-owned hybrid RIA that puts financial planning first -- today announced the acquisition of The W Source™, a unique and innovative ...
