financial planning News

Looking ahead to the new year, more than a third of Americans (36 percent) believe another major recession may be in the cards for 2018, according to the 9th annual New Year’s Resolution Survey from Allianz Life Insurance Company of …

San Diego, Calif.-based O’Riordan and Associates, a strategic financial planning and insurance firm, announced it has merged with Apheta, a financial and insurance planning firm. Michael O’Riordan, founder and president of O’Riordan and Associates, brings more than 25 years of …