With eye toward M&A, Kestra picks integration specialist as COO https://t.co/MVh4qmXrKn
— SOFA (@sofausa) January 29, 2018
from Twitter https://twitter.com/sofausa
With eye toward M&A, Kestra picks integration specialist as COO https://t.co/MVh4qmXrKn
— SOFA (@sofausa) January 29, 2018
'Buried' by bureaucracy, Wells Fargo advisor jumps to Steward Partners https://t.co/UDG2CmPSiY
— SOFA (@sofausa) January 29, 2018
Can we retire now? Retirement rules of thumb https://t.co/FVQCHbJ0Au
— SOFA (@sofausa) January 29, 2018
"FI before it was cool" in the local news https://t.co/4ZywYy2upR
— SOFA (@sofausa) January 29, 2018
Will threatened Broker Protocol upend advisors' career plans? https://t.co/zNkfmvshp8
— SOFA (@sofausa) January 29, 2018
FI/REy do-it-yourselfer type, but with bad habits and knowledge. Worth paying a financial advisor? https://t.co/nLiR1PR1PU
— SOFA (@sofausa) January 23, 2018
A new tool to help slash portfolio management costs https://t.co/Fw9RxN29xT
— SOFA (@sofausa) January 23, 2018
FIRE-wise, should we max out my wife's 403b + 457 + IRA if we can? https://t.co/UmG8yK2c2G
— SOFA (@sofausa) January 23, 2018
Serving the special data needs of the UHNW client https://t.co/UqXerRUd5h
— SOFA (@sofausa) January 23, 2018
You're so vain — I bet you think investing's about you https://t.co/LiKgu5er3J
— SOFA (@sofausa) January 23, 2018
High-flying Army vet becomes CFP Board chairman https://t.co/5R74ZPr9Ss
— SOFA (@sofausa) January 18, 2018
What is your best piece of non-financial FI advice? https://t.co/9eokejEIlF
— SOFA (@sofausa) January 18, 2018
Living from one paycheck to the next may be the norm for many people. But homebuyers need a better strategy. #societyforfinancialawareness #financialplanning #retirementplanning https://t.co/90Y784RSoa
— SOFA (@sofausa) January 12, 2018
More than ever, 20-somethings need to start saving early for retirement. Get guidelines on how much you should have in your 401(k) or IRA by age 30.#societyforfinancialawareness #financialplanning #retirementplanning https://t.co/ufl56sED5L
— SOFA (@sofausa) January 12, 2018
The word "retirement" has pleasant connotations. It’s a life phase rooted in the American psyche. Workers look forward to it for years. After 40 or more years of the daily grind of work-life, in retirement we get to relax and do what we want – be it travel https://t.co/69H3eHZJJD
— SOFA (@sofausa) January 8, 2018
Don’t buy a home because it’s a buyer’s market or just because of low mortgage rates. Buy a home because you want to be a homeowner. Buy a home because you’re settling down and need a place for live for at least five years. And only buy a home if you’re fi https://t.co/tZWQ7KrsAQ
— SOFA (@sofausa) January 5, 2018
Buying a home is the largest investment most people will ever make; it’s a time of excitement and risk. Smart investments could reap lifelong rewards, while one small misstep could cost thousands of dollars. #societyforfinancialawareness #financialplanning https://t.co/nUXVEmJpf9
— SOFA (@sofausa) January 3, 2018
Happy New Year! pic.twitter.com/ag6aP1G8XJ
— SOFA (@sofausa) January 1, 2018