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1. • 

     Money Talk with Liz Weston: Need help with your IRA? Call a CPA, or maybe a PFS

     Los Angeles Times· 7 hours ago

     You often refer people to the Garrett Planning Network for fiduciary financial planners. The ...

2. • 

     How to find someone you trust to help with retirement planning

     The Week via Yahoo Finance· 21 hours ago

     Once you've found some potential options, interview at least...important that you fully understand...

3. • 

     After my divorce, my adviser sold me a $500K insurance policy that’s financially draining me....

     Market Watch· 7 days ago

     It has grown from about $100,000 over the course of 20 years with a financial company that...

4. • 

     27 Ugly Truths About Retirement

     GOBankingRates via Yahoo Finance· 1 day ago

     From dealing with unexpected medical costs to supporting adult children, Americans often find themselves facing expenses they weren't anticipating in...

5. • 

     A record 4.1 million Americans may retire this year: Financial planners say they should take these 5...

     Fortune via Yahoo Finance· 3 days ago

     As...IRA into a Roth IRA. When you make the conversion, you’re essentially moving funds from a...

6. • 

     How Long Are You Required To Keep Your Old Tax Returns?

     Forbes· 2 days ago

     As you complete your 2023 taxes, you may wonder how long you are required to keep your old tax...

7. • Wealth managers' fear of using AI is subsiding - Tampa Bay Business Journal

     The Business Journals· 3 days ago

     Kaufman Rossin uses predictive modeling powered by AI to map out retirement scenarios that help clients make financial plans. Orlando-based certified < ...

8. • 

     10 Things You Should Not Buy at Costco While on a Retirement Budget

     GOBankingRates via Yahoo Finance· 6 days ago

     On average, people age 65 or older earn about $4,220 a month, according to the U.S. Bureau of Labor...

9. • 

     Bidder for OLF 8 property previously awarded $40 million in Escambia County contracts

     Pensacola News Journal via Yahoo Finance· 17 hours ago

     “We don't need this to be their learning project.” The county was previously negotiating with Beulah...

10. • 

      2 places you can earn $5,000 just for opening an account — and 8 more of the biggest bank and...

      Market Watch· 5 days ago

      “A banking relationship should be focused on finding a firm that provides good service and...