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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...
Council Post: When Is It Time To Hire A Financial Planner?
Forbes· 3 days agoEveryone has a financial goal—from saving for retirement to paying the monthly bills on time—but not...
More Than Money: Financial Advisors Shift to Life Coaching as Americans Redefine Wealth
Denton Record-Chronicle· 2 weeks agoWill financial advisors replace therapists in the coming years as Americans seek guidance on how to...
Learn More About Oscar Lopez CFP in Laredo, TX.
US News & World Report· 1 day agoOscar Lopez is a financial advisor in Laredo, TX, and has earned his CFP. This professional designation is issued by the Certified Financial Planner ...
‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 1 week agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
CFPs, CPAs, RIAs and More — What Do Each of These Financial Professionals Do for You?
GOBankingRates via Yahoo Finance· 6 days agoAccording to Statista, 61% of adults invested in the stock market in 2023. If you've started...
Kimberly Palmer: How to escape from a money rut
Seattle Times· 2 weeks agoElaine King, a certified financial planner and founder of the firm Family and Money Matters in Miami, says she finds people often need ...
7 Surprising Money ‘Rules’ Most People Don’t Know (But Should)
HuffPost Life via Yahoo Finance· 3 days agoMid-term goals could include buying a home, paying for education, purchasing an investment property...
5 questions to ask when helping an older parent with money
WJZY via Yahoo Finance· 2 weeks agoMaybe your parent wants to downsize to a new home or...can be advantageous in both scenarios. Free...
5 Reasons You Feel Financially Behind Your Peers — and How To Get Ahead
GOBankingRates via Yahoo Finance· 1 day agoMoney can make us all feel different ways at certain benchmarks in our lives. When you are younger,...