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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· 22 hours ago“It’s normally a good idea to start using the find-an-adviser tool on the National Association of ...
5 things to do with your money right now to prepare for a recession, according to a financial ...
Business Insider· 6 days agoFinancial planner Hanna Horvath says bulking up your emergency fund and taking courses to advance...
I’m a Financial Planner: 7 Things You Must Do Immediately If You Run Out of Savings
GOBankingRates via Yahoo Finance· 16 hours agoAccording to CNN, Americans managed to save around $2.1 trillion in total during the COVID-19...
I give my financial planning clients 3 money rules — but I break 2 of them all the time
Business Insider· 20 hours agoAs a financial planner and owner of a wealth management firm, I work to ensure our clients have the...
Is a HELOC a Good Idea? - NerdWallet
Nerdwallet· 8 hours agoA home equity line of credit, or HELOC, is a type of mortgage in which you borrow against the equity in your home. A HELOC is a revolving credit line,...
How to Pay for a Home Gym - NerdWallet
Nerdwallet· 15 hours 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...
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...
100 Genius Ways To Spend, Save and Invest Your Money in 2024
GOBankingRates via Yahoo Finance· 1 day agoFrom Amazon to Etsy and everything in between, each day brings fresh opportunities to splurge,...
6 AAPI Financial Influencers to Follow in 2024 - NerdWallet
Nerdwallet· 12 hours agoNerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise...
Bracing clients for higher taxes
InvestmentNews· 3 days agoFor Todd Moll, a director and chief investment officer at Provenance Wealth Advisors, his focus in the wealth management space is to create a “smoother ...
