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| Apr 8, 2025 | Serenity Wealth Management presents Principal Protection Options for Pre-Retirees and Retirees as Risk Diversification | Serenity Wealth Management Logo
It is all about piece of mind in retirement!
In times of uncertainty, peace of mind is invaluable. A Principal Protection Program, as part of a well-thought-out retirement plan, might offer just that...”
— Cu... |
| Sep 12, 2024 | The Value of Choosing a Certified Financial Planner | In the world of finance, the right guide can make all the difference. Think of a financial advisor as a lighthouse. They illuminate the path through the fog of financial uncertainty. But not all lighthouses are built the same. Some shine br... |
| Sep 5, 2024 | 5 Important Questions to Ask Your Financial Advisor | (StatePoint) Working with a financial advisor can help you reach your short- and long-term financial goals. But it’s all about partnering with the right person, with the right credentials.
There are some important questions you should ask t... |
| Aug 13, 2024 | Navigating the Digital Landscape: Protecting Yourself from Scams | In a world increasingly dominated by technology, the threat of scams looms larger than ever. The digital age has opened doors to innovation but also to deception. Scammers are evolving, honing their craft like seasoned artists. In 2023, Ame... |
| Aug 7, 2024 | Tips for Older Americans to Protect Themselves Against Scams | (StatePoint) Scammers are getting better at what they do all the time. According to the Data Book, Americans reported losing $10 billion to scams in 2023, a full $1 billion more than in 2022. While anyone can be a victim, elderly people are... |
| Jul 11, 2024 | Back to School for Parents: Becoming a Financial Planner | (StatePoint) With kids beginning a new school year, you may be wondering how to further your own education and career. Whether you’re already in financial services or thinking of changing careers, here’s what you need to know about earning ... |
| Jun 26, 2024 | How to Manage Competing Financial Priorities | (StatePoint) Managing competing financial priorities can be emotionally and logistically complex, whether you’re juggling college tuition bills and mortgage payments, or you’re carving out opportunities for travel while planning for retirem... |
| Jun 12, 2024 | Taking Out Student Loans? How to Borrow Strategically | (StatePoint) It's never too early to start working with a financial advisor. There are many stages in your life when you could benefit from the advice of a financial professional, including when you are young and taking out student loa... |
| May 29, 2024 | Strategies for Building Your Small Business | (StatePoint) As an entrepreneur, you are the expert in the goods and services you offer customers. However, you may be less familiar with the financial aspects of running your business.
Incorporating a CERTIFIED FINANCIAL PLANNER™ professio... |
| Apr 4, 2024 | Are You and Your Fiancée on the Same Financial Page? | (StatePoint) Finding the love of your life can be tricky, but what can be even trickier is making sure you’re both on the same financial page before you walk down the aisle.
Meeting with a CERTIFIED FINANCIAL PLANNER™ professional may not s... |
| Feb 7, 2024 | How to Navigate an Election Year When it Comes to Your Finances | (StatePoint) During election years, uncertainty over the future can shake investor confidence.
To help you navigate finances during this election cycle, work with a CERTIFIED FINANCIAL PLANNER™ professional and consider these tips and insig... |
| Oct 4, 2023 | Become a CFP® Professional and Be Part of a Growing and Diverse Profession | (NewsUSA) - Today, October 4, marks World Financial Planning Day, a time to recognize the value of financial planning. Did you know that financial planning is not just a valuable resource for consumers? It’s also a great career choice offer... |
| Jun 23, 2023 | Are You A Business Owner? Here Are 5 Signs That You May Need A (new) Financial Advisor | |
| May 8, 2023 | How To Raise Your Social Security Benefit Through A Couples Strategy | (Photo by Slim Aarons/Hulton Archive/Getty Images)Getty Images |
| Oct 14, 2022 | Smart Ways to Invest in Charities You Care About | (NewsUSA) - Giving Tuesday, a day dedicated to giving back, occurs on the Tuesday after Thanksgiving, but charitable giving is a year-round endeavor. With some smart financial planning, you can support the causes that mean the most to you.
... |
| Oct 14, 2022 | Social Security: How To Work And Still Collect Benefits | (Photo by JHU Sheridan Libraries/Gado/Getty Images)Getty Images |
| Oct 13, 2022 | Why The Social Security COLA Comes Up Short And How You Can Guard Against Inflation | (Photo by Joe Raedle/Getty Images)Getty Images |
| Oct 10, 2022 | Social Security: How To Work And Still Collect Benefits | (Photo by JHU Sheridan Libraries/Gado/Getty Images)Getty Images |
| Oct 8, 2022 | 8 ways LGBTQ+ Americans can build wealth starting now | Holly Falconer/Getty Images
Insider's 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.... |
| Oct 3, 2022 | The 5 best online financial advisors
SoFi Automated Investing from SoFi
Betterment Investing from Betterment
Wealthfront Investing from Wealthfront
Ellevest from Ellevest
Blooom Automated Investing from Blooom | JUMP TO Section
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Best for low fees
Best for diversified investing
Best for crypto exposure
Best for career coaching and financial plann... |
| Sep 29, 2022 | 3 Tips for Latino Families Working With a Financial Planner | (NewsUSA) - Every family’s financial situation is unique, with different challenges, opportunities and cultural considerations affecting their decisions about money. For some -- particularly families who have immigrated from Latin America, ... |
| Jul 27, 2022 | 4 Ways Financial Planners Can Help Small Business Owners Succeed | (NewsUSA) - Small business owners have special financial needs and opportunities. You must navigate unique tax benefits and responsibilities, cash flow analyses, business credit and debt management, succession planning and insurance needs, ... |
| Dec 22, 2021 | It’s Important For Women To Start Planning Now In Order To Overcome Their Retirement Risks | As a financial adviser with an 86 year old mother, who I helped deal with her older sister’s affairs ... [+] in 2015, I’m acutely aware of the women’s retirement crisis.Pixabay License |
| Dec 14, 2021 | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | Certified Financial Planners (CFPs) must have considerable financial expertise, both academic and practical, and agree to always put clients’ interests before their own. Luis Alvarez/Getty Images
A Certified Financial Planner (CFP) is a tra... |
| Dec 14, 2021 | Financial planner vs. financial advisor: Which is best for you all depends on your current and future needs | When you’re looking for guidance in a more general aspect of your financial life, working with a financial planner is a better option than choosing a financial advisor. MStudioImages/Getty
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Insider's experts choose the best p... |
| Dec 14, 2021 | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | A Certified Financial Planner (CFP) is a trade-industry designation for advisors and other professionals in the financial field.
To gain the CFP designation, advisors must have a certain amount of experience, pass a rigorous exam, and commi... |
| Dec 8, 2021 | 4 Key Financial Planning Strategies for LGBTQ+ Couples | (NewsUSA) - Every family has a unique financial situation with its own set of challenges. However, financial planning can be a bit more complex for LGBTQ+ couples. Depending on the state in which they live, LGBTQ+ couples may find it hard t... |
| Nov 24, 2021 | Let Your Small Business Thrive with Smart Financial Planning | (NewsUSA) - Sales on Small Business Saturday and during the holiday season can often make or break a small business.
During this time, many small businesses are focused on revenues and operational efficiency. But they should also dedicate t... |
| Nov 3, 2021 | Don't Commit These Common Financial Mistakes | (NewsUSA) - Deciding to select and partner with a financial planner to bring all the pieces of your financial life together is a big step for you and your future.
But before you meet with your CERTIFIED FINANCIAL PLANNER™ for the first time... |
| Oct 20, 2021 | What Women Should Know Before Starting Their Own Business | (NewsUSA) - The number of women starting their own businesses continues to rise. According to data from American Express, women create more than 1,800 new businesses in the United States each day. As people reassess their careers and goals ... |
| Oct 8, 2021 | 2 steps to take right now to build generational wealth for years to come | Insider
Personal finance pros Echo Huang and Kelly Lannan joined Insider's Master your Money virtual event, presented by Fidelity.
Financial literacy and hiring the right experts are key. Building wealth takes smart planning.
Generatio... |
| Oct 8, 2021 | 2 steps to take right now to build generational wealth for years to come | Personal finance pros Echo Huang and Kelly Lannan joined Insider’s Master your Money virtual event, presented by Fidelity.
Financial literacy and hiring the right experts are key. Building wealth takes smart planning.
Generational wealth is... |
| Oct 6, 2021 | Refresh Your Finances This World Financial Planning Day | (NewsUSA) - New Year's Day is a popular time for making resolutions to save more and spend less, but you don't have to wait until January 1 to commit to financial well-being. This October 6, World Financial Planning Day provides t... |
| Sep 22, 2021 | Financial Planning Now Means Financial Security Later | (NewsUSA) - For many people, the idea of creating and sticking to a budget is intimidating. The thought of investing, managing debt and saving for major purchases, such as a house or car, can leave anyone overwhelmed.
"A budget is a ne... |
| Sep 8, 2021 | What Future Grads Should Know About A Career in Financial Planning | (NewsUSA) - With school back in session, now is a good time for college students to consider their potential career options.
Unfortunately, many students know little about the financial planning profession. This includes being unfamiliar wi... |
| May 6, 2021 | You're Never Too Young to Plan for Retirement | (NewsUSA) - As a young adult, you may find yourself working your first job, and enjoying your first apartment and first car.
And while retirement planning may be the farthest thing from your mind, it shouldn't be. Take some smart steps... |
| Mar 24, 2021 | Tax Prep Tips You Need Now from Financial Pros | (NewsUSA) --Tax time is just around the corner, and although many people still face various degrees of financial upheaval in the wake of the ongoing Coronavirus pandemic, the IRS now says that taxes are due a bit later this year -- on May 1... |
| Mar 16, 2021 | Why Women Benefit from Financial Planning | (NewsUSA) - As we celebrate Women's History Month, we take time to reflect on the important contributions women of different backgrounds have made to our country and on the importance of diversity and inclusion in our communities and e... |
| Feb 16, 2021 | Fine-Tune Your Finances Now, Reap Rewards Later | (NewsUSA) - Many people spend a lot of time planning and fine-tuning their physical fitness, and that often includes working with a personal trainer. Why not think of financial fitness in the same way?
"Working with a CFP® professional... |
| Feb 16, 2021 | Fine-Tune Your Finances Now, Reap Rewards Later | (NewsUSA) - Many people spend a lot of time planning and fine-tuning their physical fitness, and that often includes working with a personal trainer. Why not think of financial fitness in the same way?
"Working with a CFP® professional... |
| Feb 10, 2021 | Savvy Financial Planning Brings Couples Closer | (NewsUSA) - No matter how you and your partner organize your money, making a financial plan and reviewing it regularly should be a priority for all committed couples, from newlyweds to those in long-term relationships.
Learning to manage mo... |
| Feb 10, 2021 | Savvy Financial Planning Brings Couples Closer | (NewsUSA) - No matter how you and your partner organize your money, making a financial plan and reviewing it regularly should be a priority for all committed couples, from newlyweds to those in long-term relationships.
Learning to manage mo... |
| Feb 5, 2021 | Protect Unexpected Income with Smart Money Strategies | (NewsUSA) - For those fortunate enough to find themselves with unexpected income through an inheritance, the task of managing a large amount of sudden wealth at once can seem daunting. However, a smart financial plan can boost confidence in... |
| Feb 5, 2021 | Protect Unexpected Income with Smart Money Strategies | (NewsUSA) - For those fortunate enough to find themselves with unexpected income through an inheritance, the task of managing a large amount of sudden wealth at once can seem daunting. However, a smart financial plan can boost confidence in... |
| Feb 1, 2021 | 3 mistakes rich people are always making with their money, according to financial planners | Personal Finance 3 mistakes rich people are always making with their money, according to financial planners
Written by Laila Maidan; edited by Stephanie Hallett
2021-02-01T20:02:40Z
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| Jan 8, 2021 | Money Management for Kids Pays Off in Adulthood | (NewsUSA) - As we enter a new year, it's not too late to give your children a gift. Consider a gift that lasts a lifetime -- financial literacy.
The benefits of understanding finances at a young age will contribute to children's e... |
| Jan 8, 2021 | Money Management for Kids Pays Off in Adulthood | (NewsUSA) - As we enter a new year, it's not too late to give your children a gift. Consider a gift that lasts a lifetime -- financial literacy.
The benefits of understanding finances at a young age will contribute to children's e... |
| Dec 30, 2020 | Make Money Management Your New Year's Resolution | (NewsUSA) - So much changed in 2020.
But in spite of the COVID-19 pandemic, some things remain the same, including the need for smart money management. The start of the new year is an ideal time to revisit your financial goals and plans to ... |
| Dec 30, 2020 | Make Money Management Your New Year's Resolution | (NewsUSA) - So much changed in 2020.
But in spite of the COVID-19 pandemic, some things remain the same, including the need for smart money management. The start of the new year is an ideal time to revisit your financial goals and plans to ... |
| Dec 16, 2020 | Don't Underestimate the Power of a Good Financial Planner | (NewsUSA) - In the wake of the ongoing Covid-19 pandemic, many people are looking to cut costs and better manage expenses. Some may view financial planners as an unnecessary expense, but in reality, a smart relationship with an experienced ... |
| Dec 16, 2020 | Don't Underestimate the Power of a Good Financial Planner | (NewsUSA) - In the wake of the ongoing Covid-19 pandemic, many people are looking to cut costs and better manage expenses. Some may view financial planners as an unnecessary expense, but in reality, a smart relationship with an experienced ... |
| Nov 23, 2020 | Financial Planning Tips to Maximize Your Giving | (NewsUSA) - Everyone believes in a good cause. Especially now, when individuals and organizations are struggling in the wake of the ongoing coronavirus pandemic. People want to support causes they care about, whether through volunteering, d... |
| Nov 23, 2020 | Financial Planning Tips to Maximize Your Giving | (NewsUSA) - Everyone believes in a good cause. Especially now, when individuals and organizations are struggling in the wake of the ongoing coronavirus pandemic. People want to support causes they care about, whether through volunteering, d... |
| Nov 17, 2020 | 4 Important Things to Know About Fiduciary Financial Planners | (NewsUSA) - When it comes to managing your money, your financial needs must come first. You want to be confident that any financial advice you receive presents the best options for you, considering your goals, risk tolerance, and unique cir... |
| Nov 17, 2020 | 4 Important Things to Know About Fiduciary Financial Planners | (NewsUSA) - When it comes to managing your money, your financial needs must come first. You want to be confident that any financial advice you receive presents the best options for you, considering your goals, risk tolerance, and unique cir... |
| Nov 3, 2020 | A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | Certified Financial Planners (CFPs) must have considerable financial expertise, both academic and practical, and agree to always put clients’ interests before their own. baona/Getty Images
A Certified Financial Planner (CFP) is a trade-indu... |
| Sep 29, 2020 | How to Choose the Best Insurance Policy for You | (StatePoint) It’s never fun to think about the possibility of getting sick or hurt, losing a home, needing extended medical care, or even dying, but these are extremely important topics to confront when planning your financial future.
Exper... |
| Sep 29, 2020 | How to Choose the Best Insurance Policy for You | (StatePoint) It’s never fun to think about the possibility of getting sick or hurt, losing a home, needing extended medical care, or even dying, but these are extremely important topics to confront when planning your financial future.
Exper... |
| Sep 25, 2020 | Navigating Important Family Decisions With a Financial Advisor | (StatePoint) Recent historic economic downturns and significant unemployment numbers and job losses have created considerable financial worries for families across the country. Health and safety concerns about returning to schools, childcar... |
| Sep 25, 2020 | Navigating Important Family Decisions With a Financial Advisor | (StatePoint) Recent historic economic downturns and significant unemployment numbers and job losses have created considerable financial worries for families across the country. Health and safety concerns about returning to schools, childcar... |
| Aug 18, 2020 | The Financial Devastation Of COVID-19: Here’s How To Help (and Find Help) | Despite new applications for state unemployment benefits falling below one million for the first time since March, the financial devastation of the COVID-19 coronavirus continues to compound. Among the collateral damage, the great pandemic ... |
| Jul 2, 2020 | 4 Steps for Developing a Thoughtful Estate Plan | (StatePoint) Many people may avoid estate planning because they think it can be put off until later in life. But experts agree that adults of any age should have a plan in place to make sure their financial affairs are in order after they p... |
| Jun 27, 2020 | Eight Quick Tips for Saving Money | (StatePoint) Saving money is a top priority for many Americans, but it becomes even more important during times of economic turmoil. Luckily, there are many simple steps you can take to eliminate wasteful spending in your daily life.
Here a... |
| Jun 9, 2020 | I'm a Black financial planner, and there are 3 pitfalls African Americans should avoid when building wealth | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options.
Financial Planning I'm a Black financial planner, and there are 3 pitfalls African Americans should avoid when b... |
| Jun 4, 2020 | 6 Tips for Refinancing Your Mortgage | (StatePoint) The recent economic downturn has caused many Americans to worry about their money, but there is at least one potential bright spot: lower interest rates. For homeowners, this means that it may be time to consider refinancing yo... |
| Apr 25, 2020 | Learning at Home: 5 Tips for Teaching Children Financial Literacy | (StatePoint) If you have school-age children, you are probably one of the many parents facing the challenge of educating your kids at home. While there are countless learning options available—from virtual music classes to videos about zoo ... |
| Apr 23, 2020 | How to Make the CARES Act Part of Your Financial Plan | (StatePoint) For many Americans, the current state of the economy is creating real financial challenges and concerns. However, the federal government’s recently enacted CARES Act is intended to provide some financial relief to families and ... |
| Apr 18, 2020 | What You Need to Know About Filing Your 2019 Taxes | (StatePoint) Spring is the season of warmer weather and blossoming flowers, but it is also – usually -- the season of taxes. Tax Day is typically April 15, but the Internal Revenue Service (IRS) recently extended the deadline for filing and... |
| Mar 9, 2020 | 5 Financial Planning Tips for Women | (StatePoint) The demographics of women have rapidly evolved over the last half-century. Now a prominent component of corporate America and the global business landscape, women are increasingly assuming stewardship of family and business fin... |
| Mar 6, 2020 | 3 Things to Know About 401(k)s in 2020 | (StatePoint) Workplace retirement plans, including 401(k)s, 403(b)s and 457 plans, provide an important long-term savings tool for many Americans. About 55 percent of U.S. workers across public and private sectors participated in workplace ... |
| Mar 2, 2020 | 8 Tips for Avoiding Credit Card Debt | (StatePoint) Americans’ credit card debt totaled $930 billion in the fourth quarter of 2019, a $46 billion increase over the third quarter, according to recent data from the Federal Reserve Bank of New York. At the same time, the proportion... |
| Feb 21, 2020 | How to decide if you should hire a financial planner | Advertisement
A financial planner gives expert advice and assistance to help you reach your financial goals.
Financial planners can be hired on a short-term basis to help you develop a financial plan or may provide ongoing asset management.... |
| Jan 15, 2020 | 3 Financial Planning Trends to Look for in 2020 | (StatePoint) The latest financial planning trends anticipated by industry experts will have important implications for consumers.
From new tech to new rules and regulations, here are three of the biggest trends to watch out for in the month... |
| Nov 17, 2019 | I'm a financial planner, and here's the best advice I can give you about getting help with your money | Advertisement
I'm a financial planner, and I think finding a professional to help manage your money and build wealth starts with finding a fiduciary with credentials.
Once you have someone in mind, make sure you're clear on how th... |
| Aug 27, 2019 | Column: How to find a good financial planner | Dear Savvy Senior: Can you recommend some tips on finding and choosing a good financial planner? My wife and I are both in our late 50s and would like to get some professional advisement to help us better prepare for our retirement years. —... |
| Jul 20, 2018 | Frequently asked reader questions answered | I am appreciative that so many of you have taken the time to ask financial questions and make comments about my columns. Please keep them coming! I’m clearing out the inbox and answering some of the most frequently asked questions.
Q: I cur... |
| Jul 20, 2018 | Frequently asked reader questions answered | I am appreciative that so many of you have taken the time to write in to ask financial questions and make comments about these columns. Please keep them coming! I’m clearing out the inbox and answer some of the most frequently asked questio... |
| May 15, 2018 | Family finances: How to vet a financial adviser | Once you’ve decided to hire a financial adviser, the next step is to find the right one for you. It will take a little homework.
Start by interviewing a few advisers before you settle on one. Having conversations with the advisers will also... |
| A CFP is an advisor armed with extensive education and ethical standards to help you manage your money | Certified Financial Planners (CFPs) must have considerable financial expertise, both academic and practical, and agree to always put clients' interests before their own. Luis Alvarez/Getty Images
A Certified Financial Planner (CFP) is ... |
| CFP® Professionals Can Help Optimize Your Insurance | (NewsUSA) - Insurance is essential to protecting yourself. Health insurance, homeowners insurance, life insurance — all of these can protect you in the event of an emergency. However, determining exactly what type of insurance you really ne... |
| How to find a financial advisor who is right for you | Alistair Berg/Getty
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Understanding your financial needs
1. Search for financial advisor options in your area
2. Review ... |
| Tax Prep Tips You Need Now from Financial Pros | (NewsUSA) --Tax time is just around the corner, and although many people still face various degrees of financial upheaval in the wake of the ongoing Coronavirus pandemic, the IRS now says that taxes are due a bit later this year -- on May 1... |
| 4 Steps for Developing a Thoughtful Estate Plan | (StatePoint) Many people may avoid estate planning because they think it can be put off until later in life. But experts agree that adults of any age should have a plan in place to make sure their financial affairs are in order after they p... |
| What you need to know about financial advice as policymakers debate changes to the rules | Retirement savers should ask questions of professionals who help them make critical financial decisions.
Knowing the benefits financial professionals may receive can be essential in helping you figure out whose investment advice you should ... |
| 6 Tips for Refinancing Your Mortgage | (StatePoint) The recent economic downturn has caused many Americans to worry about their money, but there is at least one potential bright spot: lower interest rates. For homeowners, this means that it may be time to consider refinancing yo... |
| What You Need to Know About Filing Your 2019 Taxes | (StatePoint) Spring is the season of warmer weather and blossoming flowers, but it is also – usually -- the season of taxes. Tax Day is typically April 15, but the Internal Revenue Service (IRS) recently extended the deadline for filing and... |
| 5 Financial Tips for New College Graduates | (StatePoint) Graduating college? If you’re like many young adults, this is the first time you’ll be managing your finances independently. There’s more to it than ensuring you have enough money in the bank to pay for your next bill.
CERTIFIE... |
| Summer Jobs Boost Kids’ Money Management Skills | (NewsUSA) - Summer is here, and the job market for teens is hot. More travel and activities this summer are driving the need for teen workers to fill jobs as lifeguards, house sitters, dog walkers, restaurant workers and retail employees.
S... |
| Learning at Home: 5 Tips for Teaching Children Financial Literacy | (StatePoint) If you have school-age children, you are probably one of the many parents facing the challenge of educating your kids at home. While there are countless learning options available—from virtual music classes to videos about zoo ... |
| These 3 unique challenges have an ‘overarching effect’ on LGBTQ people’s finances | As Pride month comes to an end, businesses across the country — including financial institutions — will put their parade floats in storage and retire the rainbow-colored versions of their logos.
But for millions of LGBTQ Americans and their... |
| How Financial Planners Can Advance Equality | (NewsUSA) - Financial planning is about helping individuals and families make sound financial decisions that enable them to achieve their life goals. When financial planners provide these services to diverse clients, they help bridge the ga... |
| Worried you’re mismanaging your money? Give yourself a financial checkup in 7 simple steps | What changes can you make to help cope with rising prices, higher interest rates and volatile financial markets?
From calculating your own personal inflation rate to sticking to one credit card and working with a trusted financial advisor, ... |
| Eight Quick Tips for Saving Money | (StatePoint) Saving money is a top priority for many Americans, but it becomes even more important during times of economic turmoil. Luckily, there are many simple steps you can take to eliminate wasteful spending in your daily life.
Here a... |
| New Year, New Finances: Why You Should Work With a Financial Planner | (StatePoint) As 2024 gets underway, it’s time to set new financial goals and make a plan to reach them.
Whether you have a fixed, short-term goal, such as paying down debt, or you’re looking to draw up a comprehensive roadmap for your finan... |
| How to Make the CARES Act Part of Your Financial Plan | (StatePoint) For many Americans, the current state of the economy is creating real financial challenges and concerns. However, the federal government’s recently enacted CARES Act is intended to provide some financial relief to families and ... |
| Five Benefits of Financial Planning for Women | (NewsUSA) - Women often juggle many important duties. They are caregivers, business owners, household managers, community leaders and volunteers. Balancing these varied responsibilities often affects their financial needs and outlook, and i... |
| A rainbow logo isn’t enough: How to find financial institutions that actually care about LGBTQ+ people | If you’ve attended your local Pride celebration this month, you’ve likely seen all manner of floats bearing the rainbow-hued logos of familiar businesses. In many cases, parade sponsors and participants include financial institutions, from ... |
| How to Find a Financial Planner | (NewsUSA) - Experts agree that financial planning has many benefits. It can help you protect your family, worry less about finances and reach your goals at any stage of life. These benefits can be even greater if you work with a professiona... |
