That said, holding onto home debt isn’t always the optimal plan. If you’ve got a high-interest mortgage and enough cash to ...

A roundtable of CERTIFIED FINANCIAL PLANNER® professionals celebrates National Financial Planning Month and discusses how ...

The advisors in the Pacific Desert Market named to the list include (in alphabetical order): Blake Foster (Newport Center), Lindsay Mais (Seal Beach, CA), Cameron Price (Irvine, CA), Stockton Schultz ...

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Meeting your goals is more likely if you stick to your strategy despite market volatility and scary headlines. Consistency ...

That said, holding onto home debt isn’t always the optimal plan. If you’ve got a high-interest mortgage and enough cash to ...

Finding the right financial adviser for retirement planning can save you time and money in the long run. A good adviser can ...

CEPA(R), announced today the launch of Coppertree Financial Planning, an independent, fee-only financial advisory firm dedicated to serving clients in the Summerville, Georgia community and beyond.

Retiring on $500,000 may sound unrealistic, but is it possible with careful planning? A half-million-dollar nest egg could provide steady income for decades if retirees use the right mix of withdrawal ...

Happy Financial Planning Month, for those unaware of it. October has long been characterized as being a scary month for stocks. It is not due to Halloween landing on the month's final day, but because ...

This week at its 2025 Summit, fintech firm eMoney is showcasing a wave of new tech it’s been working on, products designed to make financial planning smarter and more efficient and collaborative, the ...

Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out ...