Author: elghoulam

[ad_1] Most people think estate planning is a process for older, generally affluent individuals nearing retirement or dealing with health concerns. This common misconception leads many to believe there’s a generational gap regarding estate planning — an assumption that comparatively young and healthy people are not taking proactive steps toward safeguarding their money and property… Continue reading Six Estate Planning Tips for Younger Generations

[ad_1] The holiday season is a time of joy, celebration and giving. But for many Americans, it’s also financially stressful. Over half — 54 percent — of holiday shoppers expect to feel financially burdened during the 2023 holiday season, according to a recent Bankrate survey. Specifically, 25 percent say they’re stressed about the cost of… Continue reading 6 ways a financial advisor can help with holiday finances

[ad_1] Pakistan’s Privatisation Commission board has approved the hiring of Jones Lang Lasalle Americas Inc (JLL), a Chicago-based real estate management firm, as the financial advisor for the privatization and joint venture development of the Roosevelt Hotel in New York. The hotel, currently owned by Pakistan International Airlines (PIA), has faced financial challenges, prompting the… Continue reading American firm chosen as financial advisor for Roosevelt Hotel privatization

[ad_1] -Submitted photo The staff of Full Swing Financial Planning includes, from left, Emily Cue, Kole Petersen, Baileigh Ashbrook, Cole Jaeschke, Alexa Leadley and Eddie Doyle. -Submitted photo The staff of Full Swing Financial Planning includes, from left, Emily Cue, Kole Petersen, Baileigh Ashbrook, Cole Jaeschke, Alexa Leadley and Eddie Doyle.… Continue reading New financial planning business opens | News, Sports, Jobs

[ad_1] Start Slideshow U.S. consumer demand for live, hands-on financial advisors continues to grow despite voluminous data and technology designed to empower individuals to handle their own investments, says new research from Cerulli Associates and the Securities Industry and Financial Markets Association. The “advised” investor segment has grown to 47% now from 35% in 2009, while the… Continue reading 11 New Findings on What Clients Really Think of Advisors

[ad_1] As we approach the final weeks of 2023, many of us are already beginning to reflect on this past year and how we want to grow in the year ahead. Whether it is in the form of a New Year’s resolution, a “word of the year” or simply a desired shift in perspective,… Continue reading Life And Money: Seven Lessons For 2024

[ad_1] WASHINGTON, Pa., December 01, 2023–(BUSINESS WIRE)–CB Financial Services, Inc. (“CB” or the “Company”) (NASDAQGM: CBFV), the holding company of Community Bank (the “Bank”) and Exchange Underwriters, Inc. (“Exchange Underwriters”), the full-service independent insurance agency subsidiary of the Bank announced today that the Bank and Exchange Underwriters have entered into an Asset Purchase Agreement (the… Continue reading CB Financial Services, Inc. Agrees to Sell Insurance Agency Subsidiary