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 ...
The Business Journals7d
Certified Financial Planners
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News Nation on MSN3d
Can Americans be saving too much for retirement?
Some financial experts suggest that while saving money for retirement is needed, saving too much can be problematic ...
Yahoo Finance23d
Ask an Advisor: How Can I Ensure My Financial Planner Is Giving Me Truly Independent Advice?
How Can I Find a CFP Who's Not Associated With a Brokerage? How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not ...
Eden Prairie Local News3d
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 ...
The Valdosta Daily Times8d
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 ...