I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
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CFP vs. CFA: What’s the Difference?
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
Financial Advisor21h
Advisor Certifications Worth The Time And Effort, Experts Say
The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
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Financial Planning As a Microcosm of the Family Office Model
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
Prediction: The 2026 Social Security COLA Will Be Higher Than Experts Think
It's far too early to know what next year's Social Security cost-of-living adjustment might be. However, based on several ...
Levanti named communications manager for CareerSource Brevard Flagler Volusia
Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...
Financial Planning1d
Carson Group launches tax program led by veteran planner
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...