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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· 2 days 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...
People, Places
The Wenatchee World· 3 days agoCongratsCordell, Neher & Company PLLC/CNC Financial Group LLC announced Jason Underwood received his certified financial
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 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.
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...
Made Your First Million? Don’t Make These Money Mistakes
GOBankingRates via Yahoo Finance· 4 hours agoMaking your first million dollars is exciting, and you'll likely want to celebrate. But a million...
Opinion: My mother, the family budget expert
The Gazette· 8 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 ...
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 —...
A record 4.1 million Americans may retire this year: Financial planners say they should take these 5...
Fortune via Yahoo Finance· 1 day agoThough they are usually thought to be best for younger workers due to the income cap on...
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related to: certified financial planners