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Monthly Archives: April 2022

Home›2022›April
  • Financial advisor
    By Mark L. Wells
    April 30, 2022
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    Why people who use a financial advisor are more successful than those who don’t – Twin Cities

    One of the most baffling things about our business is that only about four in 10 Americans choose to work with a financial advisor, even though ...
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  • Financial institutions
    By Mark L. Wells
    April 28, 2022
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    3 payday loan alternatives you need to know – The Suffolk News-Herald

    Source of images Sponsored content If you are in dire need of cash due to an emergency or similar situation, the first thing that probably comes ...
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  • Financial planner
    By Mark L. Wells
    April 28, 2022
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    Why now is the best time to hire a financial planner

    Image source: Getty Images Financial planning is being redefined from an exclusive benefit to one for the masses. Key points Asset-based compensation models overserve overserve. New ...
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  • Financial advisor
    By Mark L. Wells
    April 27, 2022
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    Cincinnati financial adviser chosen as 2021 National Social Security Advisor of the Year

    Michael L. HermesCFA, CFP of HORAN has been selected to educate individuals on maximizing Social Security income CINCINNATI, April 27, 2022 /PRNewswire-PRWeb/ — The National Social ...
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  • Financial planner
    By Mark L. Wells
    April 27, 2022
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    I’m a financial planner and I do 3 things with every client to make sure they can retire exactly when and how they want

    The author, financial planner Martin A. Scott.Martin A. Scott As a financial planner, help clients achieve retirement is a key part of my job. To get ...
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  • Financial institutions
    By Mark L. Wells
    April 24, 2022
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    In times of soaring inflation, how much auto loan should you take out?

    Breadcrumb Links MoneyWise Canada To borrow money Owning a car can be convenient, but also expensive Author of the article: MoneyWise Dina Al Shibeeb Dean Drobot/Shutterstock ...
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  • Financial planner
    By Mark L. Wells
    April 22, 2022
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    How much does a financial planner cost?

    How much will it cost? A financial plan can be a time consuming job. This requires the planner to interview you and find out what your ...
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  • Financial institutions
    By Mark L. Wells
    April 22, 2022
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    For recruitment and retention, some Minnesota companies are turning to same-day payment

    In 2020, “stimulus check” and “second stimulus check” were among the top 15 Google searches in the United States. That same year, a Ernst and Young ...
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  • Financial advisor
    By Mark L. Wells
    April 22, 2022
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    Capital Resource Group’s Top Financial Advisor, Founder and CEO Takes a Look at Planning Your Finances for Retirement

    In 2021, 38% of Americans felt they needed to work with a financial advisor, a significant increase from 2020. With everything the world has been through ...
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  • Financial services
    By Mark L. Wells
    April 21, 2022
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    The work presents the references of financial services

    Stephen Jones (left) and Jim Chalmers After the government went on the offensive, Labor took a more diplomatic stance in presenting its case for the financial ...
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  • Financial advisor
    By Mark L. Wells
    April 19, 2022
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    James Bogart Named Among Top Financial Advisors in Barron’s and Forbes Annual Rankings

    Any success I have achieved individually is a direct result of the collective effort of our entire team” – James Bogart Tweet that “I am humbled ...
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  • Financial institutions
    By Mark L. Wells
    April 18, 2022
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    How to Pay for Your Unexpected Expenses: A Financial Survival Guide — Hometown Station | KHTS FM 98.1 & AM 1220 — Santa Clarita Radio

    No one ever plans on having an unexpected expense, but they always seem to crop up when you least expect them. Whether it’s a car repair, ...
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  • Financial institutions
    By Mark L. Wells
    April 16, 2022
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    Why Tax Refund Loans Are Bad: Fees, Interest, and Risk

    Last-minute declarants endeavor to send their declarations to the Internal Revenue Service before the 2021 tax year deadline on Monday, April 18 — and are likely ...
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  • Financial advisor
    By Mark L. Wells
    April 15, 2022
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    Robo-Advisor vs. Financial Advisor vs. Self-Directed Investing: Which is Right for You?

    Investing and financial planning have changed dramatically over the past few decades. Advances in technology and user-friendly brokerages have made investing accessible to everyone, and costs ...
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  • Financial services
    By Mark L. Wells
    April 14, 2022
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    FPA Lobbying Efforts Help Save Kentucky State Financial Services Tax

    A statutory provision that would have taxed financial advisory services in Kentucky has been removed, the Financial Planning Association announced today. The tax was included in ...
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  • Financial advisor
    By Mark L. Wells
    April 14, 2022
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    JD Power announces the best financial advisory firms of 2022

    According to JD Power’s annual study, wealth management giants that market their comprehensive financial advice actually provide this service to only 14% of their clients. More ...
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  • Financial institutions
    By Mark L. Wells
    April 13, 2022
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    Fix your finances to save your customs clearance before it’s too late

    So close to tax day, we’ve all had a chance to take stock of our income and debts and examine our financial situation in a faltering ...
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  • Financial services
    By Mark L. Wells
    April 12, 2022
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    Schwartz & Co. continues 46-year history of high financial services with relaunch of investment banking group

    The growing division serves private and public companies, private equity clients Press release – April 12, 2022 BLOOMFIELD HILLS, Michigan, April 12, 2022 (Newswire.com) – Schwartz ...
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  • Financial planner
    By Mark L. Wells
    April 11, 2022
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    Two Credentialing Bodies Approved for the Use of the Financial Planner and Financial Advisor Designation in Ontario

    New title protection framework will make it easier for financial services professionals to communicate their value to consumers and validate their education and expertise TORONTO, April ...
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  • Financial planner
    By Mark L. Wells
    April 11, 2022
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    Forward-thinking financial planner in Phoenixville looking to add to his team

    Creative Capital Wealth Management Group, a forward-thinking Phoenixville firm, is looking to add a Managing Director to its growing team of professionals. Founded in 2003 by ...
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  • Financial services
    By Mark L. Wells
    April 8, 2022
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    WorkWave Launches WorkWave Financial Services

    WorkWave threw WorkWave Financial Servicesa collection of financial offers ranging from credit cards to loans and tailor-made insurance. “As a trusted partner, our customers rely on ...
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  • Financial advisor
    By Mark L. Wells
    April 6, 2022
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    Does my financial advisor support me just because my mother is rich?

    The advisor has invested my money in funds that I don’t understand, but I don’t feel able to question her. Getty Images/iStockphoto Question: I have about ...
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  • Financial institutions
    By Mark L. Wells
    April 6, 2022
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    6 things to look for in payday loan companies

    We all face financial challenges at some point and that’s when credit comes in handy. When you need money to cover unexpected expenses, you can consider ...
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  • Financial services
    By Mark L. Wells
    April 6, 2022
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    A new framework is announced – Financial services

    06 April 2022 McCague Borlack LLP To print this article, all you need to do is be registered or log in to ...
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  • Financial advisor
    By Mark L. Wells
    April 5, 2022
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    Merit Financial Advisor establishes presence in Denver area with 2 former LPL companies

    Merit Financial Advisors today announced that it has acquired Tedstrom Wealth Advisors Inc. and IM Wealth Care LLC, two Colorado companies with combined assets of $381 ...
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  • Financial planner
    By Mark L. Wells
    April 4, 2022
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    South Salem Financial Planner Vern Hayden Joins Rightirely

    Vern Hayden, South Salem author and financial planning legend, joined Rightirely Wealth Partners; Become a columnist for International business time Vern Hayden, CFP™, author of South ...
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  • Financial services
    By Mark L. Wells
    April 4, 2022
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    It is high time to diversify the financial services sector

    Last month, philanthropist Mackenzie Scott announced her largest donation ever: $436 million to Habitat for Humanity. Giving of this magnitude has made Scott one of the ...
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  • Financial institutions
    By Mark L. Wells
    April 4, 2022
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    $400 Loans No Credit Check: What Credit Score Is Required?

    No matter how desperately you need fast cash, you should think twice before getting $400 loans no credit check. Why? Because they are potentially as predatory ...
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  • Financial planner
    By Mark L. Wells
    April 4, 2022
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    Financial planner Mark Babbage banned from training for sneaking into WA for AFL Grand Final

    A melbourne A financial planner who entered Perth illegally to watch the AFL Grand Final during Western Australia’s strict COVID-19 border restrictions has been banned from ...
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  • Financial advisor
    By Mark L. Wells
    April 1, 2022
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    The benefits of working with a financial advisor

    mohamed_hassan / Pixabay We are in a unique era for wealth management. Today, just about anyone can open an investment account and trade from their own ...
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