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2. 4 Ways You Can Maximize Your Retirement Savings During Your ...

   www.aol.com/four-ways-maximize-retirement...

   Daniel Milan, an investment advisor representative and managing partner at Cornerstone Financial Services, ... An IPS also sets out the ground rules of the investment process and guides your plan.

3. How to know if a financial robo-advisor is right for you - AOL

   www.aol.com/finance/know-financial-robo-advisor...

   But robo-advisors are typically much more accessible. For instance, Vanguard just lowered the amount you need to invest to use its Digital Advisor service to $100 from $3,000.

4. Pros and cons of hiring a financial advisor - AOL

   www.aol.com/finance/pros-cons-hiring-financial...

   Plan for the unexpected. A good advisor can help you plan for the accidents along the way. “Most people are reactive – acting after something bad happened,” says Henderson. “Financial ...

5. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   Watered stock. v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg ...

6. Retirement planning - Wikipedia

   en.wikipedia.org/wiki/Retirement_planning

   The goal of retirement planning is to achieve financial independence. The process of retirement planning aims to: [1] Assess readiness-to-retire given a desired retirement age and lifestyle, i.e., whether one has enough money to retire. Identify actions to improve readiness-to-retire. Acquire financial planning knowledge.

7. Certified Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Certified_Financial_Planner

   Certified Financial Planner. The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of ...