Lena Rizkallah, J.D, a retirement strategist at J.P. Morgan Asset Management recently published results of a test to determine how financial planners can best advise clients on retirement accounts. The test was compiled as a way to address the tax …
The average middle-income person typically doesn’t think too much about financial planning. Many randomly choose investments for their 401(k) and don’t think about it again until later in life, while others read a few articles or watch some videos and …
What do Olympic training, religious ministry and finance management have in common? The answer is Leanne Martin, who recently opened a financial planning office in Portsmouth, New Hampshire. Martin will be the first to admit that her finance career has …