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What is a financial advisor?
CNN.com· 5 days agoAre you thinking about hiring a financial advisor to help manage your finances but don’t know where to start? Before you decide whether to hire a ...
Jill On Money: Progress on fiduciary
Herald & Review· 1 day agoFor years I have bemoaned the fact that many financial professionals were not always required to act in the best interest of their clients, i.e., they...
Made Your First Million? Don’t Make These Money Mistakes
GOBankingRates via Yahoo Finance· 3 hours agoMaking your first million dollars is exciting, and you'll likely want to celebrate. But a million...
People, Places
The Wenatchee World· 3 days agoCongratsCordell, Neher & Company PLLC/CNC Financial Group LLC announced Jason Underwood received his certified financial
I’m 72, worth over $2M and have no close relatives. Now ‘I worry for my future’ as mom had...
Market Watch· 2 days agoHave an issue with your financial planner or looking for a new one? Email picks@marketwatch.com.
After my divorce, my adviser sold me a $500K insurance policy that’s financially draining me....
Market Watch· 5 days agoIt has grown from about $100,000 over the course of 20 years with a financial company that...
I’m 39, have $200K in my 401(k) and max it out, and invest $7,800 a year in stocks. I also own a few...
Market Watch· 4 days agoHave an issue with your financial adviser or looking for a new one? The good news is that continuing...
Opinion: My mother, the family budget expert
The Gazette· 7 hours agoFor decades, my mother, Julie, was a Certified Financial Planner. As I write this column, I’m sitting in the back of a classroom in northwest ...
Jane Young: Don't let emotions, biases cloud financial decisions
Colorado Springs Gazette· 10 hours agoCognitive biases and our mindset toward money have a significant impact on our investment...
More home sellers are paying capital gains taxes — here’s how to reduce your bill
CNBC· 5 days agoMore Americans are paying capital gains taxes on home sale profits amid soaring property values —...