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A Milwaukee Couple Wants to Retire at 60. A Financial Adviser Gives Them a Road Map.
The Wall Street Journal· 4 hours agoPaul and Christine Zielinski’s finances have recently “done a 180,” he says. Now, in their early...
Money Talk with Liz Weston: Need help with your IRA? Call a CPA, or maybe a PFS
Los Angeles Times· 3 days agoYou often refer people to the Garrett Planning Network for fiduciary financial planners. The ...
Bad Things About Retirement Nobody Talks About
Cheapism via AOL· 7 hours agoLoss of routine, less money, and missing one's colleagues are just some of the jarring aspects of retirement. Find out how to make the shift comfortably.
How to Avoid Debt Consolidation Scams: Red Flags to Watch For
Investopedia· 2 days agoDebt consolidation is the process of combining several debts into one debt. Typically, this is done...
From board room to chess boards - CUInsight
CUInsight.com· 2 days agoDesigning a SERP (Supplemental Executive Retirement Plan) isn’t a cookie-cutter process; every credit union is different. Twenty years ago, these plans...
6 AAPI Financial Influencers to Follow in 2024 - NerdWallet
Nerdwallet· 23 hours agoNerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise...
Here are some options to reduce taxes on your savings interest this year
NBC San Diego· 4 hours agoMany Americans are still earning higher interest after a series of rate hikes from the Federal...
Historical Gamma Ray Logs Unlock Potential at Colorado Anticline - Atomic Minerals (OTC:ATMMF)
Benzinga· 3 hours agoAtomic Minerals announced a detailed analysis of stratigraphic and gamma-ray logs from historical...
We used a large broker in the past who charged thousands in annual fees — then got bad returns. Now...
Market Watch· 2 days agoQuestion: We are nearing retirement and live in Grand Rapids, Mich. We have used a large broker in...
Opinion: My mother, the family budget expert
The Gazette· 4 days agoFor decades, my mother, Julie, was a Certified Financial Planner. As I write this column, I’m sitting in the back of a classroom in northwest Illinois...
