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Tag: personal finance

Home›Posts Tagged "personal finance"
  • Financial institutions
    By Mark L. Wells
    March 15, 2022
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    Bronco Partners Debt Consolidation Scam 2022

    Ad Disclosure: We earn referral fees from advertisers. Learn more Is BroncoPartners a scam? We will let you be the judge. Bronco Partners entices you by ...
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  • Financial planner
    By Mark L. Wells
    March 1, 2022
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    How to start your FIRE journey, according to 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 earn commission from affiliate partners ...
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  • Financial advisor
    By Mark L. Wells
    February 28, 2022
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    Financial advisor Alex Chalekian and his family launch Futurvest to improve financial literacy

    A financial adviser seeking to expand access to literacy and wealth-building tools has launched a new subscription-based education service run outside of his firm by him ...
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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 institutions
    By Mark L. Wells
    February 2, 2022
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    The main reasons why you can benefit from debt consolidation

    The consumer world we live in today leads some people to deal with bad credit. If you belong to this category of people, you probably need ...
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  • Financial institutions
    By Mark L. Wells
    January 25, 2022
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    What to know before borrowing

    Payday loans usually come with very high interest rates and are often based on your income. Personal loans are long-term installment loans that generally have lower ...
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  • Financial planner
    By Mark L. Wells
    January 24, 2022
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    What Happened When I First Met A Financial Planner

    When you buy through our links, Insider may earn an affiliate commission. Learn more. Loading Something is loading. Because I didn’t have a ton of savings ...
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  • Financial planner
    By Mark L. Wells
    January 18, 2022
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    Financial planner tips for people looking to retire in 15 years

    I didn’t save for retirement until I was 30, but now I want to see how fast I can catch up. I spoke to 6 advisors ...
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  • Financial planner
    By Mark L. Wells
    January 7, 2022
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    James Hambro & Partners hires financial planner from 7IM

    Wealth manager James Hambro and Partners has appointed Chris Hardie as financial planning specialist in his Scottish office. Hardie has worked in financial planning for 10 ...
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  • Financial advisor
    By Mark L. Wells
    December 17, 2021
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    Estate planning questions to ask your financial advisor

    Estate planning and inheritance tax are often areas of personal finance relegated to the bottom of the list. Often people don’t want to think about what ...
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  • Financial services
    By Mark L. Wells
    December 14, 2021
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    How to know what financial services your employer offers

    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 ...
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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 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 21, 2021
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    3 times to use your emergency fund, from a financial planner

    Personal Finance Insider writes about products, strategies, and tips to help you make informed decisions with your money. We may receive a small commission from our ...
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  • Financial advisor
    By Mark L. Wells
    October 8, 2021
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    Questions to ask your financial advisor

    October 6 was World Financial Planning Day, the perfect reminder to meet with your financial advisor and review your financial situation. To help you prepare, here ...
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  • Financial planner
    By Mark L. Wells
    October 7, 2021
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    Your financial advisor doesn’t have to charge that much. Here’s how to pay less.

    MarketWatch has promoted these products and services because we believe readers will find them useful. We may earn a commission if you purchase products through our ...
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  • Financial services
    By Mark L. Wells
    October 6, 2021
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    Hearts & Science wins FTSE 100 Financial Services Customer Award

    Hargreaves Lansdown, a FTSE 100 wealth management company, has appointed Omnicom’s Hearts & Science UK as its media agency partner, following a tender. The brief is ...
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  • Financial planner
    By Mark L. Wells
    September 24, 2021
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    Financial planner shares millennial clients’ retirement mistakes

    Millennials have many years to go before they retire, but that doesn’t mean they shouldn’t be saving. And when it comes to saving, you have to ...
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  • Financial planner
    By Mark L. Wells
    September 21, 2021
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    Certified financial planner: definition, what they do

    A Certified Financial Planner (CFP) is a trade-industry designation for advisers and other professionals in the financial field. To obtain the CFP designation, advisors must have ...
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  • Financial planner
    By Mark L. Wells
    September 21, 2021
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    Things the financial planner wishes they could tell Gen Z about retirement

    When you buy through our links, Insider may earn an affiliate commission. Learn more. It’s never too early to start saving for retirement, so Gen Z ...
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  • Financial planner
    By Mark L. Wells
    September 16, 2021
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    Questions to ask a financial planner to retire in the next 5 years

    If you are preparing to retire, a visit with a financial planner might be helpful. Not only will you have a better understanding of your financial ...
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  • Financial advisor
    By Mark L. Wells
    September 8, 2021
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    Financial advisor André Jean-Pierre launches Aces Advisors

    A financial advisor aiming to use social media as a means to increase access to quality advice ditched his broker and started a paid RIA to ...
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  • Financial planner
    By Mark L. Wells
    September 7, 2021
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    4 investing mistakes I see over and over as a financial planner

    As a financial planner, I have witnessed many important investment mistakes. Trying to synchronize the market, hold concentrated stock positions, and take too much risk are ...
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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 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 ...
    Read More
  • Financial institutions
    By Mark L. Wells
    August 25, 2021
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    OppLoans 2021 Personal Loan Review

    Personal Finance Insider writes about products, strategies, and tips to help you make informed decisions with your money. We may receive a small commission from our ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 21, 2021
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    How to start investing with $ 25, according to a financial planner

    Personal Finance Insider writes about products, strategies, and tips to help you make informed decisions with your money. We may receive a small commission from our ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 15, 2021
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    How much should a financial planner cost you?

    Dear Liz: I know you advocate paid financial planners, but is it worth paying someone 1-1.5% a year to “manage” your accounts? Especially if the accounts ...
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  • Financial planner
    By Mark L. Wells
    August 14, 2021
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    From Auto Mechanic to Financial Advisor: How a Financial Planner Shifted into High Gear

    At age 15, Dan Murphy took a job in an auto body shop. For almost a decade he worked as a mechanic with no long-term career ...
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  • Financial planner
    By Mark L. Wells
    August 10, 2021
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    4 questions clients ask a financial planner about retirement fears

    A financial planner says clients are worried about how the news cycle will affect retirement plans. He is also constantly asked how to ensure that the ...
    Read More
  • Financial institutions
    By Mark L. Wells
    August 7, 2021
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    3 same day loans that aren’t payday loans

    When you run out of money for an unforeseen emergency or a bill that needs to be paid right away, a quick loan can set you ...
    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 25, 2021
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    Costly retirement savings mistakes, according to financial planner

    When you buy through our links, Insider may earn an affiliate commission. Learn more. It takes years to build up your retirement accounts, but one simple ...
    Read More
  • 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 ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Private wealth manager vs financial planner: what’s the difference? | Financial advisers

    The financial industry is better at finding new names for its products and services than the bartenders who whip up new drinks. In the defense of ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Private wealth manager vs financial planner

    The financial industry is better at finding new names for its products and services than the bartenders who whip up new drinks. In the defense of ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 16, 2021
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    Financial planner clients earn the most passive income from 2 sources

    Financial planners claim that their clients earn passive income from two main sources. Real estate is one of the primary ways in which clients earn passive ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 14, 2021
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    “Pretty damn close”: how Carolyn McClanahan went from doctor to financial planner

    About 20 years ago Carolyn McClanahan was a doctor asking about her boyfriend. “In 1996 my present-day husband, who was my boyfriend at the time, inherited ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 3, 2021
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    A retired financial planner’s advice to a family: “Live a little now”

    In a recent newsletter, a reader asked for help in distinguishing between craziness and necessities. I want to share two of your answers because they illustrate ...
    Read More
  • Financial planner
    By Mark L. Wells
    May 11, 2021
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    5 rules a financial planner broke when buying a home this year

    When you buy through our links, Insider may earn an affiliate commission. Learn more. When SoFi financial planner Brian Walsh decided to bring his family back ...
    Read More
  • Financial planner
    By Mark L. Wells
    April 20, 2021
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    Financial planner Marilyn Suey interviewed by Kevin Harrington, The Original Shark on ABC’s “Shark Tank”

    SAN RAMON, California, April 20, 2021 / PRNewswire / – Kevin Harrington, inventor of the shark infomercial and hit ABC show “Shark Tank” sat down with ...
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  • Financial planner
    By Mark L. Wells
    April 4, 2021
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    How the pandemic made it easier to work with a financial planner

    Dear Liz: You often recommend in your column that you seek the advice of a paid financial planner. Where can I find such a financial planner? ...
    Read More
  • Financial services
    By Mark L. Wells
    March 9, 2021
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    What is finance? Definition & Financial Services

    Finance is a broad term that describes activities associated with banking, indebtedness or debt, credit, capital markets, money, and investments. Basically, finance is the management of ...
    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 ...
    Read More
  • Financial planner
    By Mark L. Wells
    January 28, 2021
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    Financial planner says rich people do 5 things to stay rich

    Most rich people have ways to make their money last. And, after years of advising high net worth individuals, financial planner Patrick Rush says many of ...
    Read More
  • Financial planner
    By Mark L. Wells
    January 21, 2021
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    How to invest the money saved in 2020, according to a financial planner

    When you buy through our links, Insider may earn an affiliate commission. Learn more. If you managed to save a lot of money in 2020, there ...
    Read More
  • Financial planner
    By Mark L. Wells
    December 8, 2020
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    What People Forget About Medicare, According To Financial Planner

    Personal Finance Insider writes about products, strategies, and tips to help you make informed decisions with your money. We may receive a small commission from our ...
    Read More
  • Financial planner
    By Mark L. Wells
    December 5, 2020
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    What a financial planner says to a family seeking investment advice

    I have been covering personal finance for over four years, but it wasn’t until I officially became a Certified Financial Planner in October that my family ...
    Read More
  • Financial planner
    By Mark L. Wells
    November 4, 2020
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    How do I choose the right financial planner?

    Q. I am recently retired and have always managed my portfolio. Given the volatility and instability of the market, I believe it is time to bring ...
    Read More
  • 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
    October 4, 2020
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    3 tips from a financial planner to save more

    Personal Finance Insider writes about products, strategies, and tips to help you make informed decisions with your money. We may receive a small commission from our ...
    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 services
    By Mark L. Wells
    July 31, 2020
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    Insights from Michelle Singletary: Diversity in Financial Services

    Author, editor of The Color of Money column in The Washington Post, and TV and radio guest Michelle Singletary addressed a critical topic in the finance ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 28, 2020
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    A financial planner shares 3 ways to get the most out of your advisor

    Personal Finance Insider writes about products, strategies, and advice to help you make smart decisions with your money. We may receive a small commission from our ...
    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
    February 19, 2020
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    My Financial Planner Taught Me 2 Lessons That Help Me Grow My Money

    Personal Finance Insider writes about products, strategies, and advice to help you make smart decisions with your money. We may receive a small commission from our ...
    Read More

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