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Financial planner

Does your financial advisor need to be local?

  Luis Rosa has met with clients remotely for years, even before the pandemic. When the certified financial planner and member of the Zoe Financial planning network moved from New York to the West Coast, the clients […]

Will climate change make your house worthless?

  Climate change may already be affecting your biggest investment. Rising sea levels are driving home prices down, a study by researchers at the Wharton School of the University of Pennsylvania finds. Philip Mulder, a doctoral candidate […]