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- Most near-retirees haven’t met with a retirement advisor—and it could cost them. Here are 10...
  Fortune via Yahoo Finance· 1 year ago
  More than two-thirds of near-retirees haven't met with a financial planner, and that could be...
- I’m a Financial Planner: Always Buy These 9 Things in January
  GoBankingRates via AOL· 4 months ago
  As a financial planner, the new year always brings me questions from others about what they should...
- What is financial planning? Learn how to get started.
  Bankrate via Yahoo Finance· 11 months ago
  Financial planning is any type of strategizing around the financial aspects of your financial life....
- How Some Advisors Write Market Commentaries That Actually Get Read
  Investor's Business Daily· 1 year ago
  For years, David Haas would prepare a 10-page market commentary every quarter and send it to all his...
- New year brings a chance to get financial matters organized. Here’s how to do so
  Kansas City Star McClatchy Articles via AOL· 1 year ago
  The start of a new year brings fresh opportunities to set new goals. Being more organized, working...
- I'm a wedding planner. Here are 13 of the best money-saving tips I give my clients.
  INSIDER via Yahoo News· 11 months ago
  Weddings can be expensive affairs.Hinterhaus Productions/Getty Images I've been a wedding planner...
- Washington Township planners final review done for senior citizen apartments
  Courier Post via Yahoo News· 10 months ago
  WASHINGTON TWP. — Township officials have given final approval for an affordable housing apartment...
- Short And Sweet: Make Financial Plans Snazzier and Snappier
  Investor's Business Daily· 2 years ago
  Presenting financial plans to new clients marks a milestone in the advisor-client relationship. Data...
- How to build a family financial plan
  Bankrate via Yahoo Finance· 7 months ago
  A family financial plan can steer your family toward financial success, helping you achieve your life goals and minimizing the sacrifices you need to...
- How to Jump-Start Your Retirement Planning in 2023
  Cheapism via AOL· 1 year ago
  adamkaz / E+ / Getty Images CC Retirement Resolutions The start of a new year is a good time to review your financial picture and make adjustments to...