I’m a Financial Expert: How To Keep the Momentum After a Successful 2023

[ad_1] fizkes / Getty Images/iStockphoto With record high inflation, 2023 was a difficult year for many people. However, if you were lucky enough to have had a financially successful 2023, you may be looking ahead and wondering what you can do to replicate the success in 2024.  Step 1 is to review the past year… Continue reading I’m a Financial Expert: How To Keep the Momentum After a Successful 2023

Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory, a Hybrid RIA in Macon, Georgia

[ad_1] The addition of Foundational Wealth Advisory marks Wealth Enhancement Group’s third office in Georgia.  MINNEAPOLIS, Dec. 28, 2023 /PRNewswire/ — Wealth Enhancement Group, a national independent wealth management firm with over $72.2 billion in client assets, announced the acquisition of Foundational Wealth Advisory, LLC, a hybrid RIA in Macon, Georgia, led by Eric S. Wilson.… Continue reading Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory, a Hybrid RIA in Macon, Georgia

Only 7% would see a financial adviser during divorce

[ad_1] The firm’s new research to mark Divorce Day (2 January) found that 272,000 people (13%) have delayed their divorce due to cost-of-living pressures. It also found that money played a role in many people’s decision to delay separating, but particularly with divorces that have happened since 2020 – among recent divorces 19% delayed due… Continue reading Only 7% would see a financial adviser during divorce

What Information Should You Share With A Financial Advisor? – Forbes Advisor

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Just like working with a doctor or therapist, working with a financial advisor requires a level of transparency and candor that can be daunting. The more you share with your advisor, the better… Continue reading What Information Should You Share With A Financial Advisor? – Forbes Advisor

NFLPA Names UBS An Institutional Financial Advisor – SPORTS AGENT BLOG

[ad_1] In a strategic move to enhance financial support for its members, the NFL Players Association has appointed UBS as an Institutional Financial Advisor. UBS is a global wealth manager and the leading universal bank in Switzerland. The collaboration with the NFLPA will provide comprehensive financial advice and guidance to current and retired professional football… Continue reading NFLPA Names UBS An Institutional Financial Advisor – SPORTS AGENT BLOG

Fiduciary Vs. Financial Advisor: What’s the Difference?

[ad_1] Our experts choose the best products and services to help make smart decisions with your money (here’s how). In some cases, we receive a commission from our partners; however, our opinions are our own. Terms apply to offers listed on this page. Fiduciary financial advisors have a legal and ethical duty to put a… Continue reading Fiduciary Vs. Financial Advisor: What’s the Difference?

I’m a Financial Advisor: 7 Ways To Get Rich in Your Later Years

[ad_1] Saving for retirement is important, and the later you start, the more difficult it can be. If you’re in your 50s or 60s and are feeling behind, you’re not alone. But the good news is there’s still enough time left to catch up. Half of Americans have less than $10,000 saved for retirement, and… Continue reading I’m a Financial Advisor: 7 Ways To Get Rich in Your Later Years