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Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning

Yardley Wealth Management

With the complexity of modern financial decisions and the abundance of online resources, you might wonder if speaking with a financial planner is truly worth the investment. The answer largely depends on your financial situation, but understanding the value these professionals bring can help you make an informed decision.

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Average Fees for Financial Advisors in 2023

Harness Wealth

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Chartered Financial Consultant (ChFC): This designation is issued by The American College of Financial Services. It is provided for information purposes only.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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