Personal Financial Specialist

  1. 4 Famous People Whose Finances Were Under Conservatorship

    Understand what conservatorship is and how it comes about during the legal process. ...
  2. Top 10 Investopedia Personal Finance Stories ...

    Every year is the year to start saving money, and 2015 was no different.
  3. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways ...
  4. Top Tips for Minimizing Taxes on Severance Pay

    A look at the top ways to lessen the tax burden on severance pay.
  5. Computer-Based Financial Planning: How it Works

    Computer-based financial planning is on the rise. Here's a look at the different ...
  6. Add Beneficiary Designations For Divorcing Clients

    Failing to update beneficiary designations following a divorce can cost your loved ...
  1. Computer-Based Financial Planning: How it Works

    Computer-based financial planning is on the rise. Here's a look at the different ...
  1. What financial certifications or exams do I need to complete in order to qualify ...

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ...
Hot Definitions
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    A collection of stocks from companies related to the "Harry Potter" series franchise. Created by StockPickr, this index seeks ...
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    Liquidation margin refers to the value of all of the equity positions in a margin account. If an investor or trader holds ...
  3. Black Swan

    An event or occurrence that deviates beyond what is normally expected of a situation and that would be extremely difficult ...
  4. Inverted Yield Curve

    An interest rate environment in which long-term debt instruments have a lower yield than short-term debt instruments of the ...
  5. Socially Responsible Investment - SRI

    An investment that is considered socially responsible because of the nature of the business the company conducts. Common ...
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