Communication, Financial Advice and Financial Counseling

Helping veterans and military with financial planning

Nationwide Financial

NOVEMBER 10, 2022

Financial scams targeting veterans. According to the Federal Communications Commission (FCC) veterans who receive calls or recorded messages from “veterans services” should be wary 9. This information is general in nature and is not intended to be tax, legal, accounting or other professional advice. Additional Resources.

Financial Planning

Financial Planning Planning Education Clients

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

RITHOLTZ: That’s more counseling than it is financial advice. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? They know that they should probably pay off debt. Why aren’t they?

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Helping veterans and military with financial planning

Transcript: Ramit Sethi

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