Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 216

Financial Planner Communication Electronics Retirement 216

Good Financial Cents

AUGUST 11, 2022

Series I Savings Bonds (I Bonds) are also worth mentioning here, although you can only invest up to $10,000 per person in electronic I bonds in any given year. You also get free access to a digital financial planner, who can help you tweak your investments so they align with your long-term goals. Step 10: Invest in Stocks.

Investing 109

Investing Investments Marketing Marketing 109

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. Best of all, none of those brokers charge commissions for buying and selling individual stocks. “I Debt numbers like that can keep a lot of young people from ever getting out of the starting gate. Not only are there a large number of recent immigrants to the U.S.

Communication 90

Communication Investing Investments Accounting 90