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Browsing Tag

certified financial planner

19 posts
PPersonal finance
Cache Valley financial adviser promoted to partner at Crosbie Financial | Business
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Cache Valley financial adviser promoted to partner at Crosbie Financial | Business

  • November 3, 2026
LOGAN — Crosbie Financial has named Jaeden May a partner, recognizing her contributions to the Logan-based firm’s growth…
PPersonal finance
5 warning signs it’s time for Canadians to find a new financial adviser — and 1 question to ask first
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5 warning signs it’s time for Canadians to find a new financial adviser — and 1 question to ask first

  • June 21, 2026
A married couple sitting and chatting with a financial advisor With every relationship, there comes a time to…
PPersonal finance
1 in 3 retirees hit their 80s without touching their savings — and the 4% rule is partly to blame
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1 in 3 retirees hit their 80s without touching their savings — and the 4% rule is partly to blame

  • June 16, 2026
You spend your whole working life hearing one thing about retirement: don’t run out of money. Save hard,…
PPersonal finance
'Dead money': 3 financial advisors reveal where they're parking cash as inflation hits a 3-year high
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‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high

  • June 10, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Inflation is…
PPersonal finance
'Dead money': 3 financial advisors reveal where they're parking cash as inflation hits a 3-year high
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‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high

  • May 31, 2026
Inflation is once again outrunning wage growth, and that’s creating a problem for anyone sitting on too much…
PPersonal finance
Finfluencers call it a 'no brainer' to grab Social Security right at 62, despite the penalties — many experts disagree
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Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree

  • May 22, 2026
It’s one of the most important questions that Americans have to answer as they near retirement: What age…
AArtificial intelligence
More people are turning to AI to help navigate tight finances
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More people are turning to AI to help navigate tight finances

  • April 23, 2026
Nearly three-quarters of Americans expect inflation and everyday costs to be major factors in their financial well-being this…
PPersonal finance
Speakers at the event unveil the new banner of the School of Financial Planning, powered by Edelman Financial Engines.
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Rowan University announces $10M gift to create School of Financial Planning | Rowan Today

  • April 17, 2026
Rowan University today announced a landmark $10 million commitment by Edelman Financial Engines (EFE) to establish the School…
PPersonal finance
‘Multi-asset allocation funds simplify the entire asset allocation process of MFDs/RIAs’
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India sees significant rise in CFP professionals in 2025

  • March 27, 2026
India recorded a 10% year-on-year growth in the number of Certified Financial Planner® professionals in 2025, taking the…
PPersonal finance
mint
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Are you financially free? Use the 33x rule to find out in 2 minutes

  • March 24, 2026
Financial freedom sets the foundation of a happy life. This is a goal that many aspire to achieve…
PPersonal finance
How to manage a parent's debt before they pass
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How to manage a parent’s debt before they pass

  • March 10, 2026
For many families, the grief of losing a parent is compounded by a harsh and unexpected reality: a…
PPersonal finance
The three costly purchases that retirees say they regret
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The three costly purchases that retirees say they regret

  • February 22, 2026
The golden years were never meant to be tarnished by regret. Yet that’s where some retirees find themselves…
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