Financial services
Deciding how much to donate to charity can be a challenge, especially during the holiday season. It's essential to consider one's overall financial picture before making a decision. "Some clients are very charitably-inclined and others not so much," says John Jones, a certified financial
Financial services
Mutual of America Financial Group, a leading provider of retirement products and services, has introduced the MoA Managed IRA, a fully managed investment service that offers a new level of customization and flexibility to individuals saving for retirement. This service is made possible through a strategic collaboration with Morningstar Retirement,
Financial services
In contrast to the traditional views of financial planning, which often focus on numbers and complex graphs, the approach has changed significantly in 2025. Rather than solely focusing on financial decisions, planners now consider goals, values, and personal experiences when creating a financial plan. This approach allows individuals to prioritize
Financial services
Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, has welcomed Alan Butler, Associate Financial Advisor, to its team. Butler brings over 23 years of experience in the financial services industry, highlighted by his 18-year tenure in the Baltimore office of Morgan Stanley. During his time at
Financial services
Michael Clayton, an associate advisor at Harford Financial Group, has achieved the prestigious Certified Financial Planner ™ certification. This esteemed certification is the standard of excellence in financial planning, awarded to professionals who meet rigorous education, training, and ethical standards. Clayton's commitment to serving his clients' best interests
Financial services
LilyMay Cachero's journey from a 22-year nursing career to a financial advocate is a testament to her mission to empower families with both care and confidence. Her personal experiences in high-stakes medical environments, including emergency rooms and postpartum care, taught her invaluable lessons about empathy and understanding the
Financial services
Mesirow Wealth Management, in partnership with the Foundation for Financial Planning (FFP), will empower its Advisors to deliver pro bono financial planning services to individuals and families in need. This collaboration underscores Mesirow's long-standing commitment to community engagement and investing in what matters. The partnership aligns with FFP&
Financial services
Zoe Brett, a financial planner at EQ Investors, explains that loud budgeting is about being open and honest with friends and family about one's finances, rather than trying to keep up with others who may be more financially indulgent. This trend is gaining popularity as people feel the
Financial services
Brompton Wellington Square AAA CLO ETF has announced distributions payable to unitholders of record, totaling Cdn$0.0910 per unit for BAAA and US$0.0915 per unit for BAAA.U. The distributions are payable on September 15, 2025, to unitholders of record at the close of business on August
Financial services
Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, has bolstered its team with the addition of Alan Butler, an Associate Financial Advisor with over 23 years of experience in the financial services industry. Butler joins the firm from Morgan Stanley, where he served for 18
Financial services
The relationship between a homebuyer or seller and their real estate agent is built on trust. This trust is founded on the agent's fiduciary duties, which include loyalty, confidentiality, obedience, disclosure, skill, care, and accounting. A brokerage's most sacred responsibility is managing trust accounts, where deposits
Financial services
Women face distinct financial challenges, including the persistent wealth gap and caregiving roles, which can impact long-term savings, professional advancement opportunities, and Social Security benefits. According to recent data, women are paid 75 cents for every dollar paid to men, resulting in 30% less retirement income. Additionally, women are often
