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7 Surprising Money ‘Rules’ Most People Don’t Know (But Should)
BuzzFeed via Yahoo Finance· 2 hours agoMid-term goals could include buying a home, paying for education, purchasing an investment property...
Small Business - Shelby County Reporter | Shelby County Reporter
The Shelby County Reporter· 10 minutes agoThe need for personalized, trustworthy financial planning and advisory services has never been more critical. Here, you will explore the pivotal role played by a dedicated ...
Financial advisor gets 4 years for wire fraud
Santa Maria Sun· 6 hours agoA financial planner and owner of a company that manages a Santa Barbara County winery and restaurant was sentenced to four years in prison by a federal ...
How one nonprofit is turning to AI to help boost women's financial literacy
CNBC· 6 days agoThe organization, Savvy Ladies, was founded more than 20 years ago by Stacy Francis, a certified ...
Aaron Taylor: 5 signs you need a financial planner
The Valdosta Daily Times· 14 hours agoThe same questions often arise about finances and financial planning. As happens often in life generally, not reaching out to a professional can delay...
Council Post: When Is It Time To Hire A Financial Planner?
Forbes· 4 days agoEveryone has a financial goal—from saving for retirement to paying the monthly bills on time—but not...
I’m a Financial Planner: Things You Should Work With an Advisor on at Every Age
GOBankingRates via Yahoo Finance· 4 days agoHaving a financial advisor can be incredibly helpful in navigating life's significant events and...
I'm a financial planner with 7 tips for taking parental leave as an entrepreneur
Business Insider· 6 days agoAs a financial planner, I know stepping away from your small business can be a big challenge. Make...
8 Foolish Things People Do With Their Retirement Accounts After Retiring
GoBankingRates via AOL· 15 hours agoReaching retirement is a major milestone, one you should be proud of. But just because you've...
Learn More About Oscar Lopez CFP in Laredo, TX.
US News & World Report· 2 days agoOscar Lopez is a financial advisor in Laredo, TX, and has earned his CFP. This professional designation is issued by the Certified Financial Planner ...