Category: LOANS & MORTGAGES

[ad_1] A CFP working with a senior client to reach different financial planning goals. The Certified Financial Planner (CFP) designation is granted by the Certified Financial Planner Board of Standards, Inc. (CFP Board). It indicates proficiency in education, examination, experience and ethical standards. CFP® professionals work in a number of capacities, from financial planners guiding… Continue reading What Jobs Can You Get After Earning a CFP?

[ad_1] With over 1 million YouTube subscribers, Humphrey Yang has become one of the internet’s most popular personal finance gurus. Known for his investing tutorials and no-holds-barred financial advice, Yang helps debunk misleading money myths that he believes distract people from realistically tackling their finances. In a recent video, Yang outlines 12 money myths that… Continue reading Humphrey Yang: 12 Money Myths Wasting Your Time and Energy

[ad_1] In the ever-evolving landscape of financial services, one of the most transformative developments in recent years has been the integration of artificial intelligence (AI) into wealth advisory practices. While we should most certainly embrace AI, we cannot forget that client-to-advisor relationships must always be personal and driven by humans. This marriage of advanced technology… Continue reading Here’s the real reason AI can never replace financial advisors

[ad_1] Managing your finances and planning for your later life can be stressful; however, it doesn’t have to be if you find the right financial adviser. We’ve partnered with Unbiased to help you receive expert advice while saving you money and unnecessary worry. The key to finding the right financial adviser is understanding what type… Continue reading Ger expert financial advice with Unbiased expert professionals

[ad_1] MINNEAPOLIS, Jan. 5, 2024 /PRNewswire/ — Redhawk Wealth Advisors, Inc. (Redhawk), a leading full-service registered investment advisory (RIA) announced a new strategic partnership with Retirement Visions, LLC (RV), an established Retirement Planning and Investment Advisory practice located in West Hartford, Connecticut. (PRNewsfoto/Redhawk Wealth Advisors) RV is led by Jay L. Gershman MBA, AIF, President… Continue reading Retirement Visions, LLC Joins Redhawk Wealth Advisors to Offer a Broader Range of Solutions for both Clients and Advisors

[ad_1] Anchiy / Getty Images For people who make a living freelancing — working as an independent contractor — planning for retirement can look very different from someone who has an employer. Retirement Savings: How Much Money You Need for Every Year Past Age 65Discover: 3 Ways To Recession-Proof Your Retirement While freelancers often have… Continue reading Here Are 9 Retirement Planning Tips for Freelancers

[ad_1] Financial advisors expect 2024 to be much like 2023 — which is to say, unstable. Volatility, inflation, rising interest rates and geopolitical tumult hurt wealth managers’ revenues and left them with deep concerns for the coming year. To handle it all, advisors mostly plan to do what they often tell their clients to do:… Continue reading Weathering the storm: Finance adapts to an unstable world