Author: elghoulam

[ad_1] In recent years, the number and scope of professional designations available have grown, and many financial advisors are now unsure of which credential will serve them most effectively. This is especially true for specialized designations for retirement planning and working with the specific financial needs of older adults. As the Bureau of Labor Statistics notes,… Continue reading 4 Certified Senior Designations Worth Holding

[ad_1] Money Diaries: A 27-year-old financial advisor on €85K living in Leinster  TheJournal.ie [ad_2] Source link

[ad_1] I’ve had a financial advisor, who is a certified financial planner (CFP), since December of last year. I really find his advice super valuable, but I can’t seem to get over the fact that he sold all of my Nvidia stock when he took over as my CFP. I had bought $20,000 worth of… Continue reading My Advisor Sold My Nvidia Stock When I Hired Him, Costing Me $50k in Potential Profits. How Do I Deal With It?

[ad_1] Older couple discussing how much to withdraw from their retirement savings One of the most important questions to answer as you plan your retirement is how much money you need. The answer depends on a lot of factors, from your potential longevity to your lifestyle to how much you’ll be getting from Social Security.… Continue reading How Much Should You Save and Withdraw for Retirement?

[ad_1] D.A. Davidson Serves as Financial Advisor to Star Protection Agency on its Sale to Allied Universal  Manchestertimes [ad_2] Source link

[ad_1] Any time you contribute to your IRA is a good time — but if you can do it early, or have a savings strategy throughout the year, you can avoid the last-minute dash to put in the cash. As the year winds down, you might be wondering whether you still have time to make… Continue reading Financial advice: Still time to ‘max out’ your IRA

[ad_1] Getty Images/iStockphoto Question: I have lost over $200,000 through mismanagement of my retirement fund by a financial adviser. I am a single female and did have plenty of funds to retire on, but now at 75, I have had to go back to part-time work. Fortunately, I own my home outright and refused to… Continue reading I had a cushy retirement fund, but my adviser screwed up, and at 75, I have to go back to work

[ad_1] Wedbush Securities Welcomes Financial Advisor Dwayne Maki to Honolulu, HI  Manchestertimes [ad_2] Source link

[ad_1] Dan Tenore and Lisa Casillo (Photos/Courtesy) REGION – Edward Jones is building a better future, one relationship at a time. The firm, which has been operating for over 100 years, has been built on creating long-lasting, strong relationships between financial advisors and clients. In Central Massachusetts, two financial advisors – Lisa Casillo, based in… Continue reading Edward Jones offers financial guidance tailored to you