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As a financial planner, I give my clients 4 tips to make their money last a lifetime
Business Insider· 2 weeks agoAs a certified financial planner, my goal is to help self-made professionals build wealth that they...
I’m a Financial Planner: 5 Ways a Lack of Financial Literacy Is Costing You Every Month
AOL· 1 week agoNot investing the time and effort into becoming financially literate can propel you into a lifetime...
I'm a financial planner — with layoffs on the rise, I suggest taking another look at your insurance
Business Insider· 2 weeks agoAffiliate links for the products on this page are from partners that compensate us and terms apply...
What financial planners wish you knew about Social Security
The Cleveland Plain Dealer· 2 weeks agoOnly about 1 in 8 adults know when they’ll be eligible for full retirement benefits through Social...
Fraught but necessary: The money conversation when one half of a couple retires
Yahoo Finance via AOL· 2 weeks agoCreative) Matteo Colombo via Getty Images Make money dates I advise couples to hold regular money...
I’m a Financial Planner: What Not To Do When Your CD Matures
GoBankingRates via AOL· 3 days agoFor people who don't like risky investments, certificates of deposit (CDs) are often a great way to...
The secret behind the stock market’s record highs, and what’s next
Market Watch· 5 hours agoThen we'll help you set yourself up for financial success this year with tips from one of our...
‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me...
Market Watch· 2 weeks agoWhat do I need to ask prospective advisers to ensure I don’t end up in this situation again?...
Steps to take if you feel like 'mortgage prisoner' in your home, you can get out
The US Sun· 5 days agoAN EXPERT financial planner has laid out steps for homebuyers looking to sell, but feeling trapped by low-interest mortgage rates and an abysmal housing ...
Part 2: How To Catch Up With Your Retirement Savings
Black Enterprise· 4 days agoBLACK ENTERPRISE consulted Certified Financial Planner Ivory Johnson, founder of Delancey Wealth Management, to learn how pre-retirees can catch up with...