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This article is reprinted by permission from NextAvenue.org . Not long after my husband, Cliff, and I got married, he asked me to join him for a meeting with his financial adviser. Cliff had invested with this adviser for about a decade and was happy
Business David Seery Cal State Channel Islands alumnus David Seery has joined Lamia Financial Group LLC as a client service specialist. He provides client-related support to the firm's wealth management team and handles vital operational functions
There are precedents to look at to figure out your severance entitlement. Photos.com Let's Talk Investing Getty Images/Hemera Money Monitor Money on clothesline, fraud and scams...Financial planning is often a come-on for selling investment products.
We have a fair-sized account and have asked our adviser (name omitted) to lower his fee from 1 percent annually to 0.75 percent, which would save us more than $10,000 per year. He refuses, saying that since he started managing our account in August
Zombies can be terrifying, but many of us have a greater fear of the "walking debt." In most cases, financial fears can be conquered, however. "It's like getting up the nerve to go into the haunted house," says Justin Sinnott, a financial consultant
Aside from the difficult transition of having him home more often than I care to express, I am fearful that it is far too early financially in our lives to start withdrawing income from savings. Can you recommend a reputable retirement planner with
Tricia Fahnoe, a Client Advisor at Mission Wealth Management, has joined the Board of Directors of the Scholarship Foundation of Santa Barbara. Tricia Fahnoe, a Client Advisor at Mission Wealth Management, has joined the Board of Directors of the
The university's College of Business has registered with the Certified Financial Planner Board of Standards to provide an undergraduate minor in financial planning. The board is responsible for awarding certifications to those who meet its standards.
It's Money Week, time to get your finances in order and plan for your future. So far this week we have discussed money and relationships, money and debt, money and investing, and today it's all about money and property. Today's live chat is with
Picture this couple looking for financial advice: At 70 he's a successful businessman about to retire, with a much younger wife who's still working. He's managed their portfolio, and they have accumulated $5 million, including the retirement accounts.