I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
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Financial Planning16h
CFP Board CEO Keller sets retirement date for spring 2026
Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
CFP vs. CFA: What’s the Difference?
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
Prediction: The 2026 Social Security COLA Will Be Higher Than Experts Think
It's far too early to know what next year's Social Security cost-of-living adjustment might be. However, based on several ...
Here’s 1 big money move that sets rich American retirees apart from other seniors — do it now to rocket up the wealth ladder
“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...
Levanti named communications manager for CareerSource Brevard Flagler Volusia
Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...