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IRA rollovers: what to watch out for — and how to avoid the sharks
Market Watch· 3 days agoRollovers are usually a pretty straightforward financial transaction, and it doesn’t take more than...
Best CD Rates Today -- Act Now to Secure an APY as High as 5.35%, April 24, 2024
CNET· 4 days ago“CDs can be a smart investment in any rate environment,” said Dana Menard, CFP, founder and lead ...
'You can live like a king' by retiring in Europe, says CFP—but make these 3 moves first
CNBC· 9 hours ago"The big knob you can turn is cost of living," says Tommy Sikes, a certified financial planner and...
A Wealth Shift That Could Leave Some Younger Americans Behind
The New York Times via Yahoo News· 7 hours agoAlainta Alcin has heard about the huge transfer of wealth from baby boomers to their millennial...
Fuchs Financial: Minimizing Taxes and Maximizing Retirement
WTNH-TV New Haven· 6 days agoHARTFORD, Conn. (WTNH) – Connecticut’s Morning Buzz Reporter Rachel Lutzker was joined in the studio...
Younger Americans more likely to splurge on social media trends — but here are 3 things they’re...
Moneywise via Yahoo Finance· 4 days agoAccording to the survey, 10% of younger generations have hired an accountant or financial planner,...
What Is A Roth IRA - And Should You Have One?
Forbes· 5 days agoWherever you get your financial education - whether it’s from friends, social media, a financial planner or an expert newsletter - you ...
I’m a Financial Advisor: 8 Ways To Factor Your Kids Into Your Financial Plan
GOBankingRates via Yahoo Finance· 6 days agoFinancial planning is an ongoing process that doesn't stop when you have kids. If anything, having...
What happens to your credit score when your spouse dies? (Hint: Nothing good.)
USA TODAY via Yahoo Finance· 3 days ago“It doesn’t have to be painful,” Moulton said. “It can be a way to establish some independence.”...
Most Influential Women in Wealth Management in 2024
Barrons.com· 6 days agoIn April, the company will have about 4,300 Certified Financial Planners, “more than any other wealth management company,” Pennington says. Half of last...