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Dan Haylett: Retirement Planning = Life Planning - Vimarsana News

Dan Haylett: Retirement Planning = Life Planning

A U.K.-based financial advisor discusses why people over 50 are often underserved by the financial-services industry, ways to ease into retirement, and what it means to be a ‘retirement rebel.’

Alliance of Comprehensive Planners (ACP) Announces Details of 2023 Annual Conference - Vimarsana News

Alliance of Comprehensive Planners (ACP) Announces Details of 2023 Annual Conference

/PRNewswire/ -- The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth...

Opinion: The evolution of financial planning - Vimarsana News

Opinion: The evolution of financial planning

In the 1960s, and prior to that, financial advice, such as it was, came largely from purveyors of products such as stockbrokers, insurance agents and bankers.

Opinion: Goal setting - Why not now? - Vimarsana News

Opinion: Goal setting - Why not now?

What fires you up? That flaming scenario should be the foundation of your financial plan!

Product and Pricing Engine, CRM, Jumbo, Warehouse Products; Freddie and Fannie Changes - Vimarsana News

Product and Pricing Engine, CRM, Jumbo, Warehouse Products; Freddie and Fannie Changes

“The human brain is the most amazing organ in the human body. It works 24 hours a day, 365 days a year, from birth up until the moment that you buy your first NFT.” Money, some say, makes the world go ‘round. Last week we all learned that net production income for independent mortgage bankers fell to a $301 loss (13 basis points) for all of 2022, according to the MBA, a series low for the index which began in 2008. Marina Walsh, CMB, MBA’s VP of Industry Analysis, sagely observed, “The stellar profits of the previous two years dissipated because of declining ...