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Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor
Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor Thu, Mar 14, 2019 Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance
What Designations Should Your Financial Advisor Have? by Peter Lazaroff Peter Lazaroff Contributor Personal Finance Wed, Jan 30, 2019 Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their experti... Read More

What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith Wed, Jan 16, 2019 .......The point of being a NAPFA-registered financial advisor is to guarantee holistic services on a fee-only basis. This eliminates the incentive to sell products for high commissions, ensuring unbiased advice. NAPFA advisors dedicate themselves to... Read More

10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger
10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger Thu, Dec 27, 2018 After you turn age 70½, you need to start taking required minimum distributions from your IRAs and 401(k)s every year. But the calculations and rules can be complicated, and you’ll be hit with a penalty if you make mistakes. Here are 10 smart RMD ... Read More

Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool Fri, Dec 14, 2018 President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30 ... Read More

Choosing a financial adviser: How you pay is critical as seen in NewsDay
Choosing a financial adviser: How you pay is critical as seen in NewsDay Tue, Nov 20, 2018 It’s no small matter entrusting someone to manage your investments. Scrutinize the person almost as much as someone you marry. There are several considerations, but how you pay the adviser is critical. Here’s why. Financial advisers can be pai... Read More

What should you be doing to prepare for retirement? Top tips and tactics from financial advisors as seen in the News Journal Fri, Jul 27, 2018 You're 10 years or less away from retirement. You can clearly see the next phase of your life down the road and it's coming up fast. Are you ready for it? Do you have a comprehensive plan in place so you don't outlive your savings? Read More

How dealing with a fee-only advisor is good for the client (as seen in ecnomics times) Wed, May 30, 2018 Remember that a person selling a product can never be a true advisor, as their interest lies in selling their product and meeting their targets. So, who should someone seeking advice turn to? The best bet for the investor would be a fee-only adviso... Read More

Five Ways To Avoid Financial Adviser Fraud by John Wasik Tue, May 29, 2018 “Investors must insist their advisers put in writing they will do certain things that the best advisers today already do," said Knut Rostad, executive director of the Institute. "The Investor Bill of Rights will help them.” You're entitled to be t... Read More

4 financial gifts for graduates by Brittany Jones-Cooper Thu, May 24, 2018 ..Money is a popular graduation gift – and with good reason. College grads in particular will likely be leaving school with overwhelming amounts of student debt and not much knowledge of how to pay it off. Sure, you can simply hand them a wad of cash... Read More

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