A Financial Planner Explains the 4 Types of CDs and Who They’re for

[ad_1] Our experts answer readers’ banking questions and write unbiased product reviews (here’s how we assess banking products). In some cases, we receive a commission from our partners; however, our opinions are our own. Terms apply to offers listed on this page. I rely on fixed-rate CDs, which have an APY and maturity set when… Continue reading A Financial Planner Explains the 4 Types of CDs and Who They’re for

Fawad, FWBL financial advisor discuss impediments in privatisation process of bank

[ad_1] Caretaker Minister for Privatisation Fawad Hasan Fawad on Friday held a consultative meeting with financial advisor on privatisation of First Women Bank Limited (FWBL) and discussed the timelines and impediments in the privatisation process of the bank. The meeting observed that the process had been unnecessarily stalled due to clerical reasons and no serious… Continue reading Fawad, FWBL financial advisor discuss impediments in privatisation process of bank

TikTok’s Aging Filter Could Help Spur Retirement Planning

[ad_1] Have you tried out the aging filter on TikTok? This fun and seemingly frivolous feature allows users to preview a highly realistic visual representation of their future aged selves. It has also unexpectedly sparked a crucial conversation about an often-overlooked topic — retirement planning. The filter uses artificial intelligence to simulate the aging process,… Continue reading TikTok’s Aging Filter Could Help Spur Retirement Planning

5 ways a will provides crucial financial benefits to you and your loved ones

[ad_1] Canva 5 ways a will provides crucial financial benefits to you and your loved ones A older woman in a gray sweater fills out a will While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this… Continue reading 5 ways a will provides crucial financial benefits to you and your loved ones

‘Probably 95%’ of Americans are financially illiterate

[ad_1] Taylor Hill | Getty Images Entertainment | Getty Images Suze Orman doesn’t want to make anyone feel dumb. This attitude, she says, is part of what made her a star in the world of personal finance, even if much of the advice she dispenses is standard stuff among money pros. “They can relate to… Continue reading ‘Probably 95%’ of Americans are financially illiterate

Advisors Looking to Move Should Prepare for Client Questions

[ad_1] There are many reasons why an advisor might decide to switch their broker-dealer or custodian: better culture, a more supportive environment, or innovative solutions for their clients, to name a few. While these are valid reasons to consider a change, advisors who prepare for their clients’ questions will be thankful they took the time… Continue reading Advisors Looking to Move Should Prepare for Client Questions

SEC sues Central Coast investment adviser for alleged $2M fraud

[ad_1] By Mike Harris Friday, November 3rd, 2023 The Securities and Exchange Commission has sued a Central Coast investment advisor for allegedly defrauding clients, primarily elderly women, out of $2.25 million.   According to the lawsuit filed Oct. 20 in U.S. District Court for the Central District of California, Julie Darrah and the firm she ran,… Continue reading SEC sues Central Coast investment adviser for alleged $2M fraud