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Unlocking Financial Success: Role of Fractional CFO in Small Businesses
Digital Journal· 1 day agoAs a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Certified Exit Planning Advisor (CEPA®), Jiang brings ...
Regulators Must Distinguish Financial Advisement from Investment Advisement
WealthManagement.com· 2 days agoIt also harms the wealth accumulation and retirement income optimization of American retirement...
Financial firm Moisand Fitzgerald Tamayo honored by two national publications
Florida Today via Yahoo Finance· 6 days ago“We’re completely independent and a...doing great work for clients and creating a truly special work...
Osaic chair is ‘raising the stats’ for women advisors - InvestmentNews
InvestmentNews· 5 hours agoAfter graduating college on a volleyball scholarship and receiving her master’s degree in finance, she found herself back to her old high school teaching what she loved most: volleyball. Despite ...
Small Business - The Roanoke-Chowan News-Herald | The Roanoke-Chowan News-Herald
Roanoke-Chowan News-Herald· 2 days agoThe Canadian AdvisorTech Expo is the only event of its kind in the country — created by FPAC to spotlight a wide range of FinTech offerings in this fast-evolving space — and this year, for the ...
Americans can’t stop ‘spaving’ — here’s how to avoid this financial trap
AOL· 7 days ago“Teams of scientists have figured out how to extract more money out of you,” said Klontz, who is also managing principal of YMW Advisors and a member of CNBC’s Financial ...
Is it time to rethink the 4% retirement withdrawal rule? Experts weigh in
NBC Universal via AOL· 19 hours agoOne reason more investors do not buy annuities may have to do with their financial advisors. “It’s...
I’m 49 and my husband is 59. We have a $2.2 million house and $885,000 saved for retirement. Can we...
Market Watch· 14 hours agoIt sounds like you are doing many things right on your road to retirement, but I do understand why...
A New Parent’s Financial Planning Checklist - Cascade Business News
Cascade Business News· 14 hours agoLet’s face it, welcoming a new baby is a whirlwind of emotions. Pure joy? Absolutely! Sleep deprivation? You bet! Questions about the future, especially financially? Definitely ...
4 Common Ways Women Are Investing To Build Wealth: Which Is the Best One?
GoBankingRates via AOL· 7 days agoDespite many financial challenges women are still facing -- such as pay disparity -- they have made...