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Tag: financial goals

Home›Posts Tagged "financial goals"
  • Financial advisor
    By Mark L. Wells
    March 17, 2022
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    Andina Advisors Lehi Utah’s Best Financial Advisor Offers Professional Planning and Investment Solutions

    Lehi, Utah – Andina Advisors has the expertise to help clients achieve their financial goals and aspirations, with over 100 years of financial planning and investment ...
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  • Financial advisor
    By Mark L. Wells
    March 11, 2022
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    Taylor Gray joins UBS as a Financial Advisor in White Plains, New York

    WHITE PLAINS, NY–(BUSINESS WIRE)–UBS Wealth Management USA today announced that financial advisor Taylor Gray has joined the firm in White Plains, New York. Taylor has over ...
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  • Financial planner
    By Mark L. Wells
    March 8, 2022
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    How to find a female financial planner

    Financial planning is especially important for women, who live longer and earn less than men. Many women prefer female financial advisors, who can understand the unique ...
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  • Financial advisor
    By Mark L. Wells
    February 13, 2022
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    Libby Miller deceased and obituary, financial advisor

    Libby is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ professional. She personalizes strategies to help her clients achieve their financial goals and grow their wealth. ...
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  • Financial institutions
    By Mark L. Wells
    February 10, 2022
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    8 Things People With Healthy Savings Accounts Always Do

    Saving Money / Savings Tips PeopleImages/iStock.com If your savings account seems thin or nonexistent, you’re definitely not alone. It has been reported that around 50% of ...
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  • Financial planner
    By Mark L. Wells
    February 1, 2022
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    Lee County Financial Planner Asset Management & Advisory Service Launches New Website

    Asset Management & Advisory Service, a company providing financial planning services in Lee County, Florida, has launched a new website that summarizes all of its offerings ...
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  • Financial advisor
    By Mark L. Wells
    January 28, 2022
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    What is a Financial Advisor?

    What is a Financial Advisor? A financial advisor is someone who helps clients assess their finances and develop a plan to achieve their financial goals. To ...
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  • Financial advisor
    By Mark L. Wells
    January 27, 2022
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    CornerCap Adds Financial Advisor Ian Clemens to its Growing Team | News

    ATLANTE, January 27, 2022 /PRNewswire/ — CornerCap Wealth Advisors today announced the addition of Ian Clemens to the growing team of the financial services company. As ...
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  • Financial planner
    By Mark L. Wells
    January 11, 2022
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    How to decide if it’s time to hire a financial planner

    Select’s editorial team works independently to review financial products and write articles that we think our readers will find useful. We may receive a commission when ...
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  • Financial services
    By Mark L. Wells
    January 9, 2022
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    5 Best Financial Services in Mesa, AZ

    Below is a list of the best and leading financial services in Mesa. To help you find the best financial services located near you in Mesa, ...
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  • Financial services
    By Mark L. Wells
    January 5, 2022
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    Skye Financial Services opens on Main Street

    Submitted photo – Cathy Cristman, owner of Skye Financial Service. by Elain Cobb Located at 528 East Main Street in Little Falls, with a second location ...
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  • Financial advisor
    By Mark L. Wells
    January 3, 2022
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    How to select a financial advisor

    With a New Year comes a chance to reassess your financial goals. And if you need help on the right course to reach those goals, a ...
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  • Financial advisor
    By Mark L. Wells
    December 8, 2021
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    Mark Swenson Joins Merchants Investment Services as Financial Advisor | Community

    Mark Swenson has joined Merchants Investment Services as a financial advisor, according to Andrew Guzzo, Winona and Southeast Regional President. “Our clients recognize that investment strategies ...
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  • Financial planner
    By Mark L. Wells
    December 6, 2021
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    How to select a financial planner who supports you

    Many physicians choose to manage their finances on their own, although they would benefit from working with a financial planner. So why are doctors reluctant to ...
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  • Financial planner
    By Mark L. Wells
    December 6, 2021
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    As a Financial Planner I Often See 3 Reasons Why Budgets Crash

    One of the most crucial things to achieving your financial goals is simple: sticking to a budget. Budgets often get shattered due to impulse buying, excessive ...
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  • Financial advisor
    By Mark L. Wells
    November 26, 2021
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    Do you need a financial advisor before the end of the year? Here’s how to know for sure

    Think you need a financial advisor or financial planner? Deciding whether or not to add a financial advisor to your “team” can depend on a variety ...
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  • Financial planner
    By Mark L. Wells
    November 19, 2021
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    Comparison between financial planner and financial advisor

    Consumers are presented with a wide range of financial professionals, all of whom may be vying for their business. “Financial Advisor” and “Financial Planner” are popular ...
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  • Financial advisor
    By Mark L. Wells
    November 5, 2021
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    How to become a financial advisor

    If you are wondering what to do with a living, you might want to become a financial advisor. Being smart with money is more important than ...
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  • Financial planner
    By Mark L. Wells
    November 1, 2021
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    Definition of financial planner

    What is a financial planner? A financial planner helps clients meet their current financial needs and their long-term financial goals. They use a structured process to ...
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  • Financial planner
    By Mark L. Wells
    October 30, 2021
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    4 reasons I see budgets fail as a financial planner

    When you buy through our links, Insider may earn an affiliate commission. Learn more. Have you ever set a budget but struggled to stick to it ...
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  • Financial planner
    By Mark L. Wells
    October 29, 2021
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    How to choose a financial planner

    How to choose a financial planner A financial planner is a type of financial advisor who can help you set and meet long-term goals, like saving ...
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  • Financial planner
    By Mark L. Wells
    October 29, 2021
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    Get a financial planner? Here is what it will cost you

    Financial planner fees If you think financial advisers are all about money management, think again. Many advisors also offer financial planning services and help you plan ...
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  • Financial planner
    By Mark L. Wells
    October 23, 2021
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    5 things to keep in mind before choosing a financial planner

    October 23, 2021 at 11:42 am This content is brought to you by the FingerLakes1.com team. Support our mission by visiting www.patreon.com/fl1 or find out how ...
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  • Financial services
    By Mark L. Wells
    October 18, 2021
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    Bill Reynard Explains How Financial Services Can Help Americans With Common Financial Difficulties

    Today, one in three adults in the world understands basic financial concepts; however, in America that number is reduced to just three in seven adults with ...
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  • Financial planner
    By Mark L. Wells
    October 12, 2021
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    Regal Wealth Advisors Named Best Financial Planner by LNP Readers for Second Year in a Row | Sponsored content

    Portland Head Light in Cape Elizabeth, Maine, USA. SeanPavonePhoto For the second year in a row, Regal Wealth Advisors won the LNP Readers’ Choice Award for ...
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  • Financial planner
    By Mark L. Wells
    October 7, 2021
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    Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discuss the topic, how much money is enough to retire

    Tom Stefaniak discusses important retirement issues, including: How much money is enough to retire? What are the most important risks when setting up a pension plan? ...
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  • Financial advisor
    By Mark L. Wells
    October 6, 2021
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    Local financial advisor Sam Solgan receives first major certification dedicated to sustainable investing

    Sam Solgan, LPL Financial Advisor with Bay Federal Credit Union Investment Services, has always been passionate about helping the environment and supporting social causes close to ...
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  • Financial planner
    By Mark L. Wells
    October 1, 2021
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    Anyone can say, “I’m a financial planner. Here’s how to dig deeper to tell what it really means.

    There’s no shortage of people with impressive job titles who want to help you reach your financial goals. They may call themselves a financial advisor, financial ...
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  • Financial advisor
    By Mark L. Wells
    September 30, 2021
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    How to find a socially responsible financial advisor

    These days, becoming an ESG investor has never been easier. With a growing number of financial products focusing on environmental, social and governance issues, many investors ...
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  • Financial planner
    By Mark L. Wells
    September 16, 2021
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    BESS BUTLER BRUNSON Obtains Certified Financial Planner Certification | Bank and finance

    September 16, 2021 – The Fiduciary Group, a double Financial Time The 300 List winner and leading wealth management firm headquartered in Savannah, Georgia, announced that ...
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  • Financial advisor
    By Mark L. Wells
    September 16, 2021
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    What is a financial advisor and what does he do?

    A financial advisor is a professional who provides advice on managing your money to achieve your financial goals. Financial advisers are unregulated, although those who provide ...
    Read More
  • Financial institutions
    By Mark L. Wells
    September 9, 2021
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    How Mental Health Is Affected By Bad Credit

    The COVID-19 pandemic has taken its toll on the physical health of millions of people in the United States and around the world. And for many, ...
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  • Financial planner
    By Mark L. Wells
    August 31, 2021
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    Three things to keep in mind when choosing a financial planner

    Decide which is right for you: “The kind of advice clients need will help them decide who to go to. Some clients who are fairly confident ...
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  • Financial advisor
    By Mark L. Wells
    August 28, 2021
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    Why should you invest in a financial advisor

    To navigate the world of finance, you need a financial advisor to help them choose the right product. A person should start investing with their financial ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 27, 2021
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    Financial advisor vs financial planner: what’s the difference?

    Drazen Zigic / Getty Images / iStockphoto Getting your finances in order is an essential step in taking important steps in life, such as starting a ...
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  • Financial advisor
    By Mark L. Wells
    August 7, 2021
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    Dayton Financial Advisor outlines the steps in their financial planning

    The Dayton Financial Advisor is a retirement planning company. In a recent article on the website, they outlined the basic steps of financial planning. Beavercreek, OH ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 29, 2021
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    Develop your financial know-how with Carebridge Financial Planner Lou Leyes

    Campus and community Earlier this year, a new series of financial wellness workshops, Develop Your Financial Literacy, was introduced to faculty and staff. The workshops were ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 23, 2021
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    Rowe Achieves Certified Financial Planner Designation |

    Jay Rowe, financial advisor at Ascend Retirement and Investment Services, obtained his Certified Financial Planner (CFP) designation. The CFP® brand is recognized as the highest standard ...
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  • Financial planner
    By Mark L. Wells
    July 20, 2021
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    Work as a financial planner

    Working as a financial planner, also known as a personal financial advisor, provides the opportunity to work directly with clients and businesses to navigate the fundamentals ...
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  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Be Careful When Hiring A Financial Planner Queenswide

    Financial planning is a complex issue, but, according to experts, dealing with it in a timely manner and doing it step by step can help prevent ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 14, 2021
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    When is the right time to hire a financial planner?

    While a will can provide a basic estate and is very important to each person, a trust can support more holistic planning. While most of us ...
    Read More
  • Financial planner
    By Mark L. Wells
    May 27, 2021
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    How to find an LGBTQ + friendly financial planner

    If you are part of the LGBTQ + community, finding an LGBTQ + friendly financial advisor can be both important and difficult. Overall, financial advisers are ...
    Read More
  • Financial planner
    By Mark L. Wells
    April 29, 2021
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    Cynthia Mittlestaedt Achieves Certified Financial Planner Certification

    GRAYSLAKE, IL, APRIL 26, 2021 – We are proud to announce that Cindy Mittlestaedt, Financial Planning Partner and Advisor at Aspire Planning Group, has been awarded ...
    Read More
  • Financial planner
    By Mark L. Wells
    April 24, 2021
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    Best Financial Planner: Daylan Gwosdz | Best of the best

    After working with Edward Jones as a financial advisor for a decade, community members in the hometown of Daylan Gwosdz, Victoria, voted him best financial advisor. ...
    Read More
  • Financial services
    By Mark L. Wells
    March 17, 2021
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    Megan E. Flood of Flood Financial Services receives Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA) designations

    BURLINGTON, VT – (MARCH 16, 2021) – Flood Financial Services, a local financial services provider with offices in South Burlington, VT and serving clients across the ...
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  • Financial planner
    By Mark L. Wells
    February 20, 2021
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    The 5 habits of my richest clients as a financial planner

    Building wealth has little to do with your job title. Some of the richest people I know are college dropouts, teachers, and unpretentious professionals who lead ...
    Read More
  • Financial planner
    By Mark L. Wells
    February 11, 2021
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    What Is A Certified Financial Planner And Do You Need One?

    g-stockstudio / Shutterstock.com A Certified Financial Planner, or CFP, is a financial planning professional with the education, training, certification, and experience to help you strategize to ...
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  • Financial services
    By Mark L. Wells
    December 17, 2020
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    This Bengaluru-based financial services startup can manage your wealth using predictive technology

    Do you feel a little worried and confused when making investments? If so, you are part of the majority. Making investments can get a little tricky, ...
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  • Financial planner
    By Mark L. Wells
    October 30, 2020
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    When Should You Hire a Financial Planner?

    The Select editorial team works independently to review financial products and write articles that our readers will find useful. We may receive a commission when you ...
    Read More
  • Financial planner
    By Mark L. Wells
    September 25, 2020
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    4 questions you should ask your future financial planner

    Getty Choosing to work with a financial planner is one of the biggest decisions many will face. The hardest part begins when choosing what to look ...
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  • Financial planner
    By Mark L. Wells
    August 12, 2020
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    What is a Certified Financial Planner™ (CFP) and why do you need one?

    Advertising disclosure This article/post contains references to products or services of one or more of our advertisers or partners. We may receive compensation when you click ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 2, 2020
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    A financial coach is different from a financial planner. Here’s how.

    Although their titles sound similar, financial planners and financial coaches play different roles in helping clients make informed decisions about their money, says financial coach Katie ...
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  • Financial planner
    By Mark L. Wells
    April 15, 2020
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    A financial planner is important now | The smart investor

    On a cold day in Chicago in December 1969, 13 people gathered to discuss a better way to provide financial advice. They recognized that Americans would ...
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