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Some millennials, Gen Zers plan to tap into retirement savings to buy a home. They 'really...
CNBC· 6 days agoFinancial Group. To compare, only 25% of Generation X homebuyers and 16% of baby boomers plan to...
The pitfalls of single-solution financial advisors
Government Executive· 5 days agoPlanning for a successful retirement can be confusing and stressful. Not only do you have to understand your federal benefits and how they fit into your retirement income, but you suddenly have ...
Financial Experts: 5 Women in Finance We’re Paying Attention to in 2024
GOBankingRates via Yahoo Finance· 3 days agoIt's a well-documented problem: Women in the financial industry are heavily underrepresented....
Graduating with student loans? Prepare for your financial future
San Jose Mercury News· 5 days agoIt can be challenging to navigate major bills and student debt repayment. Investing time now to...
Financial folly or just bad luck? | Paul Fain
Knox News | The Knoxville News-Sentinel via Yahoo Finance· 3 days agoUnderestimating life expectancy. Neglecting to develop an eldercare plan. Underestimating the impact of inflation. Buying annuities without understanding them. Underinsuring ...
I’m a Financial Advisor: 5 Ways You’re Paying Too Much in Taxes in Retirement
GOBankingRates via Yahoo Finance· 15 hours agoIn your retirement years, you may think you no longer have to worry about taxes because you're no...
We have $4,000 a month in retirement income — and want to put $200,000 toward an annuity. Is this a...
MarketWatch via Yahoo Finance· 3 days agoAnd, finally, as with any financial product, take all tax implications into account. If this is your...
Retirement Savings: 8 Expenses Retirees Can’t Afford To Fall Behind On
GoBankingRates via AOL· 10 hours agoRetirement is often seen as the reward for a lifetime of hard work or even a satisfying finish line...
Don’t wait for a crisis: Financial caregiving should start long before need arises
The Kansas City Star· 5 days agoThis man was not in poor health (given his age and his mental faculties were intact), but he had spent nearly 60 years letting his wife take care of everything, from grocery shopping, prescription ...
Avon man who founded autism-focused investment firm loses certification; barred from acting as...
Hartford Business Journal· 7 days agoThe founder of a financial planning firm in Farmington that specialized in serving individuals with...
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