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‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 1 day agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 16 hours agoUnder the DOL rule, if there is conflicted financial advice, the advisor, their firm, or both will...
Learn More About Kristina Alley CFP in Santa Fe, NM.
US News & World Report· 7 days agoKristina Alley is a financial advisor in Santa Fe, NM, and have earned their CFP. This professional designation is issued by the Certified Financial <...
IRA rollovers: what to watch out for — and how to avoid the sharks
Market Watch· 23 hours agoRollovers are usually a pretty straightforward financial transaction, and it doesn’t take more than...
‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me...
Market Watch· 4 days agoWhat do I need to ask prospective advisers to ensure I don’t end up in this situation again?...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via Yahoo Finance· 2 days agoOpponents of the rule, including members of the financial industry, say it will limit access to...
4 Best Micro-Investing Apps of 2024: Stash, SoFi, Acorns, Public
Penny Hoarder via AOL· 19 hours agoSome of the links in this post are from our sponsors. We provide you with accurate, reliable...
Make Ends Meet: Learning how to manage your money
WAVE 3 Louisville· 13 hours agoIt is never too late or too early to learn how to manage your money effectively. A recent study ranked U.S. states on their financial literacy skills by...
Do balance transfers hurt credit scores?
CNN.com· 2 days agoIf you have debt spread across a number of credit cards, or even just a high amount of debt on a single card with a high interest rate, a balance...
Pay down debt or invest? These two ‘rule of thumb’ approaches will help guide the way
Kansas City Star via Yahoo Finance· 2 days agoOftentimes, a balanced approach can be the best and most efficient strategy to help maximize the...