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Why I have a financial planner
It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...
Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...
Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...
Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...
It’s no secret that most Americans are stressed about inflation, and many live paycheck to paycheck, even while earning six-figure salaries. Whether you’re worried about saving for a mortgage down ...
Discover expert tips on budgeting, investing, and maximizing VA benefits for veterans. Protect your finances and achieve your ...
Tampa Free Press on MSN
Why cybersecurity matters in financial planning: Protecting client data in a digital age
Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...
A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...
Opinion
The Monterey County Herald on MSNOpinion
Hannah Rogge, Financial Planning: Tips for keeping your financial information secure
In today’s digital age, most of your personal financial information exists somewhere online. While this can make managing your financial life much easier and more efficient, it can also put you at ...
On the job with Garrett Bourbina, a certified financial planner at the Landing Point Financial Group
Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...
Question: “What can I do if my parents’ financial planner helped my sister rob our parents’ estate and reinvest the money with him? How long do I have to take action? I don’t know any good audit ...
I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.
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