Mesirow Wealth Management Hires Gary Pattengale, CFP® in Strategic Expansion of Tax Planning Services
Mesirow, an independent, employee-owned financial services firm, today announced that Gary Pattengale, CFP® has joined ...
Former Ellevest Advisor, Allison Kvikstad, CFP®, CDFA®, Joins Beacon Pointe Advisors
Allison Kvikstad, CFP®, CDFA®, has joined Beacon Pointe Advisors as a Partner and Managing Director. Formerly a Senior ...
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Why a Master’s in Wealth Management from Columbia Is More than Graduate Education
M.P.S. in Wealth Management alumnus and course associate Miles Sharpe explores the evolving wealth management landscape and highlights how graduate education and inspiring teaching foster lifelong ...
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant ...
3 savings strategies that aren't as restrictive as a 'low-buy year' but just as effective
A 'low-buy year' is a popular savings trend. Certified financial planners share alternative strategies that are less strict ...
Duquesne University's new financial planning track gets CFP Board approval for fall 2025 launch
Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment ...
LPL Financial: Servant Path joins Linsco by LPL Financial
LPL Financial (LPLA) announced that financial advisors Joe Young, CFP, and Ryne Stokes, CFP, have joined LPL’s employee advisor channel, Linsco ...
‘I feel like I’m in trouble.’ I’m 74 with $1.7K a month in income and $150K in savings. But my house isn’t paid off and I’m still working. Now what?
I hit 74 years old this month. I get $600 a month from Social Security and $1,100 from retirement. I have around $150,000 in ...
What is Financial Planning? A Step-by-Step Guide
Discover the key steps in financial planning, including budgeting, investing, and retirement planning. Build a road map for ...
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Bose Odueke to launch transformational book on financial freedom
The book is designed to help newcomers, young professionals, and adults in general to navigate the complexities of Canada’s ...
Is life insurance worth it?
For $1 million of coverage, a healthy 30-year-old can expect to pay between $800 and $900 per month for a whole life ...
Build resilience to weather life’s ups and downs
Serious illness, major home repairs, loss of a job or a sudden need for caregiving of a loved one can impact your day-to-day ...