Host: what is a Certified College Funding Specialist? Peter Lawrence of Hauppauge, NY: A Certified College Funding Specialist (CCFS) is an individual certified by the Association of Certified College Funding Specialists. The CCFS designation is most recognized college financial planning certification in the financial industry. Host: How does someone get started working with a Certified […]
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Anthony Cross of Edmond Oklahoma often emphasizes that determining the best time to claim Social Security is one of the most critical decisions you will make in your retirement planning. The timing of when you claim Social Security benefits can significantly impact your overall financial security during your retirement years. Several factors influence this decision, […]
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Tax planning is a critical aspect of running a small business. Effective tax planning can save you significant money by maximizing deductions and credits while ensuring compliance with tax laws. For small business owners, understanding the intricacies of tax planning is essential to minimizing tax liabilities and optimizing financial health. Nathan Duane Oeming will explore […]
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In the ever-evolving world of finance, cryptocurrencies have emerged as a revolutionary asset class, attracting both enthusiasts and skeptics. While many people associate cryptocurrencies with trading and price volatility, there is another, more stable way to benefit from your crypto holdings: crypto savings accounts. These accounts offer a unique opportunity to earn interest on your […]
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Grant writing can be a challenging but rewarding process, especially when you have the right strategies in place. Bob Pascasio, a seasoned grant writer, has successfully navigated this complex landscape and secured substantial funding. This guide, inspired by Bob Pascasio’s expertise, will walk you through the essential steps of grant writing, offering practical tips to […]
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Evolve Bank & Trust is at the forefront of the open banking industry, offering innovative financial services to its clientele. As a prominent figure in the Banking as a Service (BaaS) sector, Evolve focuses on delivering advanced solutions. Diverging from conventional institutions, Evolve emphasizes flexibility, transactional efficiency, and BaaS capabilities to address the dynamic demands […]
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Josiah Grauso is a professional in Business Management with 20 years’ experience in the Financial Services Industry. Josiah helps educate current and prospective clients by teaching Social Security workshops and other community events geared towards those at or near retirement age. He has a passion for helping families devise and create sound financial strategies designed […]
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Angel Bernal Robles of Montgomery is a Risk Management Specialist in the finance industry. In the following article, he discusses how financial technology (fintech) startups are reshaping the industry and explains some of the most prominent business models they are introducing. The finance industry has been undergoing a significant transformation in recent years, driven by […]
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Ken Termini brings more than 20 years of expertise in investment real estate, with a focus on the development and management of vacation rental properties. The following article explores different mortgage options and financing strategies designed to assist investors in navigating the complex world of real estate investment. Investing in real estate is a significant […]
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Ivana Frech is a financial strategist who provides clients with insights into wealth building and financial literacy. In the following article, Ivana Frech discusses the steps to financial independence, the importance of financial literacy, and practical tips for managing finances effectively. Embarking on the journey to financial independence is a monumental endeavor, one that requires […]
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