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‘I was financially abused in divorce.’ My ex-husband, who works in finance, moved my investments...
Market Watch· 3 days agoThe short answer is that you need an attorney — and sooner rather than later, says Amir Noor, a...
Financial firm Moisand Fitzgerald Tamayo honored by two national publications
Florida Today via Yahoo Finance· 3 days ago“Our staff wants to make a meaningful difference for our clients, not be salespeople,” said Hunt, a...
The AmeriFlex Group acquires The W Source
Private Banker International via Yahoo Finance· 4 days agoVickie Garcia, a certified financial planner, of Chandler, Arizona, previously relied on a network of service providers to help her customers before...
For 'the price of a new truck' you can buy a dream retirement home abroad — but consider these 3...
Moneywise via Yahoo Finance· 7 days agoLiving abroad may be less expensive than you think Tommy Sikes is a certified financial planner who...
Jill On Money: Progress on fiduciary
Herald & Review· 24 hours 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...
Money Anxiety? Here's the Expert Advice I Followed to Get Smart With My Finances
CNET· 5 days agoJuggling the minimum payments on student loan debt, a car loan and several credit cards, I was...
How This Top Advisor Team Grew Out of a Father-Son Bond
Barrons.com· 1 day agoTrevor Wilde, CEO of the $3.1 billion-asset Wilde Wealth Management Group, explains the lessons he...
100 Things You Need To Do While Purchasing a House
GOBankingRates via Yahoo Finance· 3 days agoIf you're thinking about buying a home this year you're like 41% of Americans, according to a recent study by Architectural Digest. For most of us,...
Here's how to avoid getting ‘hammered' on inherited individual retirement account taxes, experts say
NBC Dallas Fort Worth· 5 days agoInherited individual retirement accounts can be a financial boost for heirs, but the windfall can...
7 Ways Retirees Can Go Globe Trotting on a Fixed Income
GOBankingRates via Yahoo Finance· 5 days agoA lot of people want to travel and retirement seems like the perfect time to do so. But just because...
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