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  2. 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 ...

  3. Mortgage Assumption vs. Refinancing After a Divorce - AOL

    www.aol.com/mortgage-assumption-vs-refinancing...

    A financial advisor could help you create or adjust a financial plan after a divorce or another life-changing event happens. Finding a financial advisor doesn’t have to be hard. Finding a ...

  4. 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 ...

  5. The biggest retirement account mistakes, according to experts

    www.aol.com/finance/biggest-retirement-account...

    5. Lack of tax diversification. Relying solely on traditional IRAs or 401 (k)s can lead to a hefty tax bill in retirement. While these accounts offer great up-front tax breaks, ordinary income tax ...

  6. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...

  7. Planmember - Wikipedia

    en.wikipedia.org/wiki/Planmember

    PlanMember Securities Corporation (commonly referred to as PlanMember) was founded in 1982 [1] [2] and is considered one of the 25 largest independent broker-dealers. [3] As of 2020, the company had more than 479 financial advisors, [4] over $14 billion in advisory & brokerage assets, [5] and generated approximately $143.0 million in annual revenue for the 2021 fiscal year.

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