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After struggling with substance abuse, this financial adviser found a mentor who helped him rescue his career
The worst career advice you've ever gotten: Advisors' advice
The Advisor and Caretaker to 2,000 Employees of New York State’s Court System
Advisers remain confident after riots rock U.S. Capitol
COVID-19, economic uncertainty and political change–along with high firm valuations—are pushing more advisors to take their own retirement from the industry seriously.
Dreaded Questions, Sensible Answers: Advisors Address Client Fears
Coronavirus stimulus package passes House, gets mixed adviser reviews
Gary Schwartz, founder and president of Madison Planning Group in White Plains, N.Y., has solved the succession planning dilemma for his 22-year-old firm. He groomed his two sons to take over.
Here are some questions to ask a CFP, and other points to consider, before you resign.
College is a major expense, and families without a plan for their children risk jeopardizing their retirement and future financial independence.
That’s because millions of Americans dug themselves deeper into credit card debt over the holidays. Many now “regret” at least one holiday purchase.
You probably need no reminder, stuff happens. You have the best intentions, and out of nowhere comes financial trouble.
Life is a long journey, with many twists and turns along the way. These twists and turns also extend to our financial lives, which means that investing during one’s lifetime is not a “set it and forget it” type of thing.
Sometimes emotions rule. There's an ongoing debate: Pay high-interest debt first, or pay smaller balances off first?
If retirement planning requires much strategizing for couples, singles have even more work to do.