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5 Things Consumers Look for in a Financial Advisor
La Crosse Tribune· 20 hours ago(StatePoint) Whether you’re currently a financial advisor or considering becoming one, knowing which qualities are high in demand among your potential...
Steve Resch talks about financial planner relationships for reverse lenders - HousingWire
HousingWire· 2 days agoFinancial planners have been, and remain, one of the most sought-after referral partnerships for...
Sun Belt cities lead the way for new home sales
HousingWire via Yahoo Finance· 3 hours ago“In March the average home sale price in the U.S. was $335,170, compared to $414,990 for new construction homes.” SmartAsset noted that...
11 Ways To Build Financial Literacy in a Few Hours
GOBankingRates via Yahoo Finance· 12 hours agoIn a nutshell, financial literacy encompasses the knowledge and skills you need to manage your finances effectively. If you're financially literate, you...
I give my financial planning clients 3 money rules — but I break 2 of them all the time
Business Insider· 1 day agoAs a financial planner and owner of a wealth management firm, I work to ensure our clients have the...
How this Orlando financial planner handles data and AI - Tampa Bay Business Journal
The Business Journals· 6 days agoPetersburg-based Raymond James Financial Services Inc. and Milwaukee-based Northwestern Mutual have...
5 Things Consumers Look for in a Financial Advisor
Wisconsin State Journal· 20 hours ago1. Someone they can trust: Clients seek a financial advisor to help them protect what matters most and to achieve their short- and long-term goals. CFP®...
How to Pay for a Home Gym - NerdWallet
Nerdwallet· 1 day agoBuilding a home gym helped him balance health, career and family. “To be able to walk right downstairs, get our workout in, be back upstairs without any...
I’m 72, worth over $2M and have no close relatives. Now ‘I worry for my future’ as mom had...
Market Watch· 7 days agoHave an issue with your financial planner or looking for a new one? Email picks@marketwatch.com.
I’m 70, retired and worth $5 million. After a broken hip, I want to get a clear financial picture of...
Market Watch· 2 days agoAnswer: You’re right, a fee-only certified financial planner (CFP) could be a good idea, pros say....
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