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Pay down debt or invest? These two ‘rule of thumb’ approaches will help guide the way
Kansas City Star via Yahoo Finance· 4 hours agoOftentimes, a balanced approach can be the best and most efficient strategy to help maximize the...
Learn More About Kristina Alley CFP in Santa Fe, NM.
US News & World Report· 5 days agoKristina Alley is a financial advisor in Santa Fe, NM, and have earned their CFP. This professional designation is issued by the Certified Financial <...
Who Can Be Trusted for Retirement Advice? New Rules Strengthen Protections.
The New York Times via Yahoo News· 20 hours agoWhen you walk into a financial adviser’s office, you expect them to put your best interests above...
I’m 62 and could get $1,875 a month in Social Security. I also have $850,000 in Roth and traditional...
Market Watch· 5 days agoLet’s start with your Social Security situation, then jump into the retirement withdrawals, and then...
Gold Has Gone Gangbusters. Retirement Savers Shouldn’t Get Carried Away.
Barrons.com· 7 hours agoIf you do want gold, keep it to no more than 5% of your portfolio, advisors say. It’s easy to get...
‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me...
Market Watch· 2 days agoWhat do I need to ask prospective advisers to ensure I don’t end up in this situation again?...
How Do You Buy an Annuity?
GoBankingRates via AOL· 2 days agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
Best Savings Rates Today -- Score up to 5.55% APY With One of These Savings Accounts, April 19, 2024
CNET· 5 days ago“While there is no way to predict the future and where interest rates will go, it still makes sense...
I’m a Financial Planner: Don’t Spend More Than 15% of Your Income on a Car Payment
GoBankingRates via AOL· 7 days agoThe average American spends $725 on their monthly payment for a new vehicle, according to Experian's...
5 must-have features for checking accounts
Bankrate via Yahoo Finance· 6 days agoMobile banking apps Many consumers prefer access to a local bank with in-person...time, from anywhere. “Every checking account needs mobile capabilities...