I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
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Do You Really Need a Financial Advisor if You’re Not Rich? The Pros and Cons Explained
Does the average person really need a financial advisor? The common perception is that financial advisors are for wealth ...
5 signs you might want to consolidate your student loans, according to a financial planner
Public and private student loans are consolidated differently. A financial planner says to keep these tips in mind.
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Financial Planning As a Microcosm of the Family Office Model
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
Seven Biggest Financial Planning Myths: How Many Do You Believe?
Wisdom comes in all shapes and sizes, but not all of it is true, especially when it comes to these seven retirement financial ...
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Best Budgeting Apps Of February 2025
Plus, you can add multiple people to your budget, including your partner or financial planner. Why We Like It Simplifi has all the budgeting features you need to manage your finances in one place.