Category: Financial professional

You know how to tell your doctor where it hurts. You can talk to your dentist about a toothache. So why can it be so difficult to talk about finances with your finance professional? Meeting a finance professional can be stressful for some. Money management can seem daunting, confusing and it’s always very personal. […]

For most Americans, the do-it-yourself approach to finances can only get you so far. While many people begin to manage their own long-term financial plan, when life changes bring new challenges, they may decide it’s time to start working with a financial professional. These changes could be moving to a new stage in life, such […]

A former chief financial officer of the Philly Pops and the Jewish Exponent admitted Tuesday to stealing more than $1.4 million from nonprofits and using the stolen funds to pay off thousands in credit card debt. Cheryl Lutts, 43, of Philadelphia, told a federal judge the funds were used to cover travel and accommodation, legal […]

In relation to land and real estate owned, to be acquired or invested (through third parties) by Homes England and other public bodies including but not limited to; residential, commercial and industrial real estate, healthcare, leisure and retail real estate, agricultural and mixed real estate. An overview of the financial advisory services we seek to […]

Dionisis Papadatos, a financial representative for Northwestern Mutual-Chicago, was named director of the university unit. In this leadership role, he will recruit and lead a team of college students participating in the firm’s cutting-edge financial planning internship program. “Dio has made a great contribution to the internship by mentoring and mentoring our college financial representatives,” […]

Javid Patel, Head of Public Sector at Eddisons Homes England, the government housing and regeneration agency tasked with freeing up more land to developers to help address the UK’s housing shortage, has appointed property consultant Eddisons to its property and financial professional services cadre in as part of lot 1: Professional real estate services. The […]

Judy Carlson explains why it’s so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the biggest security risks to our money, especially once the wealth decumulation begins? Why have taxes become such a big issue in retirement? What has happened in the past 40 years? Why […]

Judy Carlson explains how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I worked in the financial services industry for 30 years that I discovered this strategy: building wealth with cash-accumulating life insurance! Most people are familiar with […]

Judy Carlson explains why there’s so much chaos and confusion surrounding retirement today. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially/ Judy explained, “Today more than ever, we realize the devastating impact of taxes and market volatility on our retirement income and lifelong financial plans. There is a retirement crisis raging in […]

CHARLOTTE, North Carolina, April 14, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisors Theresa M. Hannon CPA and Kevin Hannon CFP® have joined LPL Financial’s brokerage, registered investment advisory (RIA) and custodial platforms. The parent and son team joins the existing group of advisors at Professional Wealth Advisors, LLC (PWA). They […]

CHARLOTTE, NC, April 14, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisors Theresa M. Hannon CPA and Kevin Hannon CFP®, have joined the brokerage, registered investment advisory (RIA) and custody platforms of LPL Financial. The parent and son team joins the existing group of advisors at Professional Wealth Advisors, LLC (PWA). […]

CHARLOTTE, NC, April 14, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisors Theresa M. Hannon CPA and Kevin Hannon CFP®, have joined the brokerage, registered investment advisory (RIA) and custody platforms of LPL Financial. The parent and son team joins the existing group of advisors at Professional Wealth Advisors, LLC (PWA). […]

There are several types of cryptocurrency, the most popular being bitcoin. LINCOLN, Neb. (KLKN) – The cryptocurrency bitcoin has been on a rollercoaster ride this year, with steep declines and increases in value. Local financial professional Tim Kulhanek of Stonebridge Insurance and Wealth Management says it is important to know what cryptocurrency is before investing […]

Canton, CT, February 19, 2022 –(PR.com)– Most people recognize the name Michael Jordan when they hear it. This is something Michael T. Jordan learned very early in his life. But he does not only share the name of the famous basketball player. They also share a love of sports and are both high-achieving individuals. And […]

Asking for advice is common human behavior in the face of any challenge. Starting to invest can certainly seem daunting when financial literacy is not common and the transition from retirement to 401 (k) s puts more strain on individuals. So while it’s understandable for investors to seek advice from professionals in the industry, many […]

It is estimated that more than 35 million families will benefit from this credit scheme. PROVIDENCE, RI (WLNE) – Relief payments began to hit the pockets of more than 35 million families on Thursday, as part of the first payment from the child tax credit plan. The IRS has estimated that this first round of […]

A true leader sees what needs to be done because he cares. And then they step up and take action to accomplish what needs to be done. But an intelligence-driven leader goes even further. They use this intelligence to develop a strategy to move from the known to the unknown in order to win. Rodger […]

Cougar CupCHAMPION 2020-2021:Women’s football The Cougar Cup Challenge is played by all college sports teams at SIUE. Student-athletes representing their teams will compete against other teams to earn points in three different categories. The competition focuses on developing leadership skills, teamwork, supporting other athletes and academic achievement. Here are the three ways to earn points: […]

CHARLOTTE, North Carolina, Dec. 21. 2020 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker and registered investment adviser (RIA) custodian, today announced that financial adviser Bryan Schneider has joined the broker and RIA platforms of business of LPL Financial, leveraging LPL as a custodian. He said he served […]

To share Tweeter To share To share E-mail The financial industry is automating rapidly as technology continues to revolutionize the way businesses do business. Whether you work in banking or in risk management, learning a programming skill will soon become necessary to keep you relevant in your field. Without the right information, it can be […]

1. First, last year we had many changes to consider – tax brackets, deductions and credits were affected by the tax reform law of 2018. Are there any others? changes we need to prepare for this year? • Tax brackets increased in 2019. o The standard deduction has increased to $ 12,200 for single filers […]

From understanding MSY to thinking about social security, retirement can feel like going back to school. There are new retirement terms to understand and new concepts to grasp – and while you may have a very clear goal of what you want your retirement to look like, the roadmap to getting there can seem blurry. […]

The 31-year-old was on a yacht with 13 friends at a bachelor party on the Tagus River in Lisbon. London: A UK-based Indian-born financial expert drowned after going overboard in a prank gone wrong on a singles river cruise he organized for his friend in Portugal, has learned a London court. Nishanthan Gnanathas, who witnessed […]