I’m 72 and trying to hire a financial adviser, but I feel tricked about the fees
Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most ...
A financial planner says rich people do 5 things with their money that keep them wealthy
A financial planner who works with millionaire clients says many have similar habits that keep them wealthy. His riche ...
A financial planner outlines 4 New Year's resolutions about money that never work, and how to set more realistic goals instead
Instead of setting vague goals, financial planner Mamie Wheaton suggests assigning three-month milestones for the year with ...
I’m a Financial Planner: This Psychological Hack Is ‘Key’ To Avoid Living Paycheck to Paycheck
If you have had trouble saving for retirement, putting money away for a down payment, creating a budget, saving for family ...
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4 things I never recommend financial planning clients do with their bonus — and 3 better ideas
However, our opinions are our own. See how we rate investing products to write unbiased product reviews. As a financial ...
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Starting 2025 off on the right financial foot
A certified financial planner shared the best ways to start 2025 off on the right financial foot. “It’s a perfect time to ...
Financial advisers go ‘beyond the numbers,’ bringing in retirement coaches to offer well-rounded advice
As some financial advisers become more technology-driven and as low-cost robo-advisers gain more traction, some financial ...
Here's what should be on your financial to-do list for 2025, top advisors say
Many people will make financial resolutions for 2025. Here’s some items financial advisors hope you will consider putting on ...
Making financial resolutions? Keep your list short and specific
So you want to get your financial life in order. And you swear that 2025 will be the year you do it. In fact, you’re making ...
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I’m a Financial Planner: 5 Funeral Costs You Should Set Money Aside for Now
It is not a pleasant subject or thought to think about, however, it's crucial to prepare for what happens after you die.
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Financial Planning for Professional Athletes: An Inside Look
Certified financial planner and founder of Conscious Capital, Derek Tharp advises athletes to treat their financial future like a long-term plan, factoring in the short time frame during which ...