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‘I am not rich by any means.’ I’m 63 and on a limited budget — but ‘in great need’ of a financial adviser. Is there help for me?

By Alisa Wolfson June 15, 2024 MarketWatch

Finding a trustworthy financial advisor when funds are tight can be challenging, but it's achievable. CFP Board Ambassador Spencer Betts, CFP® says to steer clear of choosing a financial planner based on their marketing, but rather prioritize certified professionals.

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MarketWatch
Alisa Wolfson
June 15, 2024