I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
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Brandon Renfro, Ph.D.
Brandon Renfro is a certified financial planner with Belonging Wealth Management. He has been published in the Journal of Financial Planning and has contributed to numerous publications including Fox ...
CFP vs. CFA: What’s the Difference?
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
Financial Advisor1d
Advisor Certifications Worth The Time And Effort, Experts Say
The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
Here’s 1 big money move that sets rich American retirees apart from other seniors — do it now to rocket up the wealth ladder
“The biggest piece of advice for retirees is to create a financial plan before retiring,” Patrick Marcinko, a certified ...
Levanti named communications manager for CareerSource Brevard Flagler Volusia
Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...