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I’m 70, retired and worth $5 million. After a broken hip, I want to get a clear financial picture of...
Market Watch· 16 hours ago“It’s normally a good idea to start using the find-an-adviser tool on the National Association of ...
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I give my financial planning clients 3 money rules — but I break 2 of them all the time
Business Insider· 14 hours agoAs a financial planner and owner of a wealth management firm, I work to ensure our clients have the...
I’m a Financial Planner: 7 Things You Must Do Immediately If You Run Out of Savings
GOBankingRates via Yahoo Finance· 9 hours agoAccording to CNN, Americans managed to save around $2.1 trillion in total during the COVID-19...
How to Avoid Debt Consolidation Scams: Red Flags to Watch For
Investopedia· 20 hours agoDebt consolidation is the process of combining several debts into one debt. Typically, this is done...
How to Financially Support Loved Ones Without Sacrificing Your Well-being
Investopedia· 2 days agoIt’s not uncommon for women to take on the role as the default caretaker in domestic and related...
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Nerdwallet· 6 hours agoNerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise...
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Market Watch· 7 days ago“A banking relationship should be focused on finding a firm that provides good service and...
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