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Most near-retirees haven’t met with a retirement advisor—and it could cost them. Here are 10...
Fortune via Yahoo Finance· 1 year agoMore than two-thirds of near-retirees haven't met with a financial planner, and that could be...
Only 53% of Americans Have Worked With a Financial Planner. Here Are 3 Reasons to Get Professional...
Motley Fool· 12 months agoImage source: Getty Images It's a big myth that financial planning is something only the wealthy...
I’m a Financial Planner: Always Buy These 9 Things in January
GoBankingRates via AOL· 3 months agoAs a financial planner, the new year always brings me questions from others about what they should...
How Some Advisors Write Market Commentaries That Actually Get Read
Investor's Business Daily· 1 year agoFor years, David Haas would prepare a 10-page market commentary every quarter and send it to all his...
What is financial planning? Learn how to get started.
Bankrate via Yahoo Finance· 10 months agoFinancial planning is any type of strategizing around the financial aspects of your financial life....
Washington Township planners final review done for senior citizen apartments
Courier Post via Yahoo News· 9 months agoWASHINGTON TWP. — Township officials have given final approval for an affordable housing apartment...
Short And Sweet: Make Financial Plans Snazzier and Snappier
Investor's Business Daily· 2 years agoPresenting financial plans to new clients marks a milestone in the advisor-client relationship. Data...
New year brings a chance to get financial matters organized. Here’s how to do so
Kansas City Star McClatchy Articles via AOL· 1 year agoThe start of a new year brings fresh opportunities to set new goals. Being more organized, working...
How to build a family financial plan
Bankrate via Yahoo Finance· 7 months agoA family financial plan can steer your family toward financial success, helping you achieve your life goals and minimizing the sacrifices you need to...
How to Jump-Start Your Retirement Planning in 2023
Cheapism via AOL· 1 year agoadamkaz / E+ / Getty Images CC Retirement Resolutions The start of a new year is a good time to review your financial picture and make adjustments to...