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Rick Kahler: When is 'financial planning' not financial planning? Thu, May 19, 2022 ....Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies..... Read More
By Scott Waltman - Abdeen News

CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes Tue, Mar 15, 2022 In this episode of Investors First Podcast Jason Zweig will compare traders vs. investors and discuss the gamification of investing, time on device, and the boredom market hypothesis. Read More
By CFA Society of Orlando

How Inflation Affects Financial Planning
How Inflation Affects Financial Planning Wed, Mar 09, 2022 .....Financial planning or creating a financial plan isn’t a one-time, transactional exercise. As you build a plan, there are a number of inputs that help to create the personal and financial circumstances for each client. As those factors evolve, wh... Read More
By Joe Buhrmann as seen at FinancialPlanning.com

When it Comes to Your Financial Plan, You Can't Trust a Computer
When it Comes to Your Financial Plan, You Can't Trust a Computer Tue, Jan 04, 2022 At my annual physical exam recently, the doctor took my vital signs, reviewed my medical records, and after reading my EKG results, said, “Well the computer says you’re having a heart attack.” But the computer was wrong. Read More
By Lisa Brown (seen on Yahoo Finance)

The Most Important Questions For Your First Meeting With A Financial Advisor
The Most Important Questions For Your First Meeting With A Financial Advisor Wed, Dec 01, 2021 ......This is true for any financial situation, including those outside of losing a partner or spouse. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a prof... Read More
By Stacey Francis as seen at Forbes.com

SEC Slams Almost All Robo-Advisors With Deficiency Letters
SEC Slams Almost All Robo-Advisors With Deficiency Letters Thu, Nov 11, 2021 As the number of robo-advisors explodes, the Securities and Exchange Commission has honed its examinations on interactive digital investment advisors, including those that offer discretionary advice, uncovering a wide swath of deficiencies at almost ... Read More
By TRACEY LONGO

Yahoo Money - Higher taxes may be on the way for wealthy Americans after House vote
Yahoo Money - Higher taxes may be on the way for wealthy Americans after House vote Wed, Sep 01, 2021 Wealthy people are bracing for potentially higher taxes that could hit their bank accounts as soon as this year, while lower- and middle-income Americans could end up enjoying tax breaks from Uncle Sam that were originally only temporary. Read More
By Denitsa Tsekova

INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money
INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money Mon, Aug 23, 2021 .......check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests. Read More
By Michelle Fox

How to choose a financial advisor: 6 tips for finding the right one
How to choose a financial advisor: 6 tips for finding the right one Fri, May 21, 2021 “Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
By James Royal at bankrate.com

How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains
How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains Thu, Apr 29, 2021 Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how... Read More
By by: Mike Piershale (as seen at Kiplinger.com)

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