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 ...
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 ...
BRProud3d
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 ...