The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research Award for work about spending trends in retirement and ...
With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're ...
Good financial planning addresses underlying beliefs, feelings and unconscious thoughts about money, which shape financial ...
Mary Clements Evans latest book explores the emotional drivers behind financial decisions, offering readers a fresh perspective on managing money. Evans, a certified financial planner® with decades of ...
Relieve your financial anxiety by taking steps to improve your financial literacy. Finelo is an investment learning platform that gives you the knowledge to make smarter trading decisions.
It’s insurance that actually makes you money. For the last 50 years, every financial crisis has proven this. Not because gold changed, but because human nature hasn’t. > And the best part?
Throughout her career in finance, Gina has advised clients in the areas of investing, retirement planning, refinancing, debt consolidation, and credit repair. As a manager in the financial ...
Exploring the top five reasons why retirees often have negative experiences with financial planners and what you can do to avoid these common pitfalls. I In this video, we will delve into the top ...
Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products ...
As a financial planner, I tell my clients to treat their homes as utilities rather than investments. The real return on a single-family home is around 1% or less. Owning a home can still provide ...
Woods and Abood also recommend doing your homework on an adviser, such as consulting the ASIC financial advisers register, the FAAA’s Find a Planner tool, or the AdviserRatings website.