A financial advisor and financial planner are not the same — here's what to look for in both
CNBC· 10 hours agoSelect’s editorial team works independently to review financial products and write articles we think...
Inflation sits at a 40-year high. So you may want to rethink this 'rule' about how much of your...
Market Watch· 2 weeks agoWhile it’s not always a “fun” question to think about, ask yourself: “What are my goals and what am...
Here's why LGBTQ+ adults wrestle with financial security
AOL· 15 hours agoAlmost two-thirds of LGBTQ individuals surveyed reported living paycheck to paycheck most of the...
'It's like going to the DMV online': What to know about buying Series I savings bonds via...
CNBC· 2 days ago"It's like going to the DMV online," said Matt Stephens, a certified financial planner with...
Can You Really Get Rich Helping Others Get Rich?
SmartAsset via AOL· 1 week agoEarnings estimates for financial advisors holding the Certified Financial Planner (CFP) designation produce figures from less than $50,000 ...
Do You Need A Financial Advisor Or An Accountant?
Forbes· 2 days agoFrom certified financial planners (CFPs) and accountants, to wealth managers and financial consultants—there are plenty of different ...
CFP Board Imposes Interim Suspension on Patrick M. Egan of Alhambra, California
19 Action News Cleveland· 3 days agoCertified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification against Patrick ...
‘It still shocks me when I look at my account.’ How financial advisers are coping with the bear...
MarketWatch· 1 day agoWhen the stock market hits a speed bump, financial advisers regularly calm jittery clients and urge...
Learn More About Julio Almeyda CFP in Coral Gables, FL.
US News & World Report· 3 days agoJulio Almeyda is a financial advisor in Coral Gables, FL, and has earned his CFP. This professional...
How to Find The Right Financial Advisor for Your Money Goals
SmartAsset via AOL· 5 days agoFinancial advisors can hold a range of certifications and licenses. Two such designations are CIMA...
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