Financial Planning

This page collects the 41 public records POLISCOPE has tagged with “Financial Planning”. Coverage spans news coverage - each decoded into plain English and linked to its primary source. It most often overlaps with Small Business, Business Succession, and Employee Benefits.

1. Mon, Aug 311 item
   1. Miami's Community News hosts discussion on small business financial strategiesBill Kress of the Business Improvement District (BID) interviews Kimberly Gilgeours of The World Changers™ regarding financial planning for small business owners. The conversation covers business succMiami-Dade2 reports
2. Fri, Aug 142 items
   1. Protecting Your Retirement Savings from Hurricane DamageFinancial advisor Chris Fehr explains how home improvements like impact windows and reinforced roofs can protect your long-term savings from storm damage. The discussion offers guidance on prioritizinManatee
   2. Protecting Your Retirement Savings from Hurricane CostsSarasota County
3. Mon, Aug 101 item
   1. Financial planner Lauryn Williams defines financial guilt and strategies to address itCertified financial planner Lauryn Williams identifies 'financial guilt' as a barrier to effective money management and personal well-being. The article explores three types of financial guilt and proSan Diego
4. Fri, Aug 71 item
   1. Gallup survey finds limited public trust in AI for financial adviceA new Gallup poll conducted with Edward Jones reveals that while some U.S. adults are utilizing artificial intelligence for financial guidance, the technology currently lacks widespread trust as a priMiami-Dade

1. 01Bill Kressperson2 mentions
2. 02Sarasotaplace2 mentions
3. 03The World Changers™organization2 mentions
4. 04Miami Dade College’s Gibson Education Centerlocation2 mentions
5. 05Miami's Community Newsorganization2 mentions
6. 06Kimberly Gilgeoursperson2 mentions
7. 07Lauryn Williamsperson1 mentions
8. 08James B. Lockhart IIIperson1 mentions
9. 09Carrie Bachperson1 mentions
10. 1020concept1 mentions