Bigger isn’t always better when it comes to financial advice

Megan Clark, Associates Inc. Financial Solutions, Investment Adviser Representative, Executive Vice President, and Clark & •
Kiplinger
Group business meeting

For an individual investor, finding the right financial professional can be a challenge. To start with, there’s the bewildering array of titles, including broker, adviser, planner, manager and even coach. And then there’s all those letters (RIA, CFP, CFA and so on) and numbers (Series 6, 7, 65 and 66) that represent certifications and licenses.

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The secret to using money to buy happiness

Taylor Schulte, Founder, Define Financial, CFP, and CEO •
Kiplinger
Happy hispanic family

We’ve all heard some version of the joke that goes, “no, money can’t buy happiness … but it can buy ____, and that’s kind of the same thing.” It’s amusing because it hits on an important truth that can help set you up for financial success — if you fully understand it and use it

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Financial lessons for recent graduates (that we ALL could take to heart)

Arlington Capital Management, Investment Adviser Representative, Justin J. Kumar, and Senior Portfolio Manager •
Kiplinger

June is graduation season, and for those who are moving on to higher education or entering the workforce for the first time, it is important to carry the timeless wisdom that comes from beyond the textbooks. Moreover, we could all use some reminders of the lessons that we sometimes overlook in our finances. Here are

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9 ways to earn extra cash this summer

the editors of Kiplinger's Personal Finance •
Kiplinger

Maybe you’re a teacher, with a couple months of downtime before the new school year in the fall. Or a student, hoping to pocket some summer spending money or get a jump-start on your retirement savings. Or, heck, just a hard-working 9-to-5er trying to fund an overdue beach trip or looming holiday gifts. You want

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