Americans Are Struggling With Debt And Fear It's Affecting Their Financial Wellbeing
The majority of households in the U.S. report having some type of debt and more than half are concerned about the long-term ...
I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that
I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...
Eden Prairie Local News17h
EP man elected to national Financial Planning Association board
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance ...
Benzinga.com4d
Best Online Financial Advisors of January 2025
Your financial advisor should have a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation, which shows they’ve completed the necessary professional training to ...
Liz Miller, CFP® Begins Board Chair Role on CFP Board’s Board of Directors
"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE.
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MONEY TALKS: Three Key Risks of 2025
Certified financial planner, Chad Olivier, discusses three keys risks that could impact the market in 2025. Welcome to Money ...
phl17 on MSN13d
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 ...
The Valdosta Daily Times5d
Bayless earns Certified Financial Planner designation
Bush Wealth Management announces that Brad Bayless has earned the Certified Financial Planner designation. “Brad’s accomplishment highlights his commitment to excellence and his drive to improve the ...