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I’m 86 with $1.5 million in mutual funds. Could it make sense for me to do a Roth conversion? Who...
Market Watch· 5 days agoAnswer: When you do a Roth conversion, you transfer retirement assets from a traditional IRA or...
There’s now a 100-year CD. Here’s what you should know
Bankrate via Yahoo Finance· 4 days agoIs a 100-year CD right for you? How can you decide whether a 100-year CD makes sense for you?...
Jane Young: Some farewell thoughts on navigating personal finances
Colorado Springs Gazette· 18 hours agoIt has been a tremendous honor to share personal finance information with you over this time. Good...
20 Surprisingly Great Places You Probably Never Considered for Retirement
GOBankingRates via Yahoo Finance· 4 days agoWhen you think about retirement, there are a host of typical destinations that likely spring to...
Don't ‘just set it and forget it' on money goals, advisor says: 5 steps for a mid-year financial...
NBC Dallas Fort Worth· 4 days agoGiving yourself a "financial checkup" involves taking a holistic view of your finances — including...
Los Angeles was overpriced so I moved to Tulsa. My extended family followed me here, and we love...
Fortune via Yahoo Finance· 3 days agoMore recently, I became the first Black female certified financial planner in the state of Oklahoma,...
7 Rising Expenses That Are Making It Tougher To Make Ends Meet on Just Social Security in 2024
GOBankingRates via Yahoo Finance· 5 days agoMaking it to retirement and being able to cash in your social security might sound like it is the...
The Era of Higher Savings and Bond Rates Is Still Going. Don’t Waste It.
The Wall Street Journal· 4 days agoTimothy Wyman, a certified financial planner and lawyer in Southfield, Mich., is helping a client...
Women face a 'gender gap' in financial literacy. This investment coach is changing that.
The Providence Journal· 3 days agoSeeing her mother juggle three jobs to support her family as a single parent motivated Gayle...
Is Fear Preventing You From Pivoting? Here’s How To Change Careers
Forbes· 6 days agoExplore barriers to career change and discover strategies to overcome fear. Gain insights, find...