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I live in Florida and have over $500K invested, but I want to spread out the risk and get a ...
Market Watch· 6 days agoAnswer: Since you don’t need investment management help, an hourly planner might make sense for you...
I’m a Financial Guru: Here Are 4 Lessons I Learned From Dave Ramsey
GOBankingRates via Yahoo Finance· 16 hours agoDave Ramsey is a prominent financial guru who has advised people on personal finance for years. His...
As retirement looms, many Gen Xers are still playing catch-up
CNBC· 4 days agoAs older members of Generation X inch toward their golden years, the pressureof retirement saving is...
I’m 39 with nearly twice my salary in retirement savings, plus a government pension. Should I be...
MarketWatch via Yahoo Finance· 2 days ago“If the pension meets 80% of your retirement income needs, that should absolutely impact how you...
What to do when your financial adviser isn’t doing right by you
U-T San Diego· 1 day agoDear Liz: My husband and I are in our 80s, living in a retirement community. Answer: Tax loss...
Spreadsheets Can’t Help You With Your Money (You Need This Instead)
Forbes· 6 days agoWhen people see a spreadsheet that says their plan “works,” without considering the real-life...
Jalene Hahn: How to defend yourself financially amid life’s changes - Indianapolis Business Journal
Indianapolis Business Journal· 3 days agoAs part of the summer office cleanup, I came across an old book (1997) titled, “Women’s Guide to Financial Self-Defense,” by June Mays. This book came out ...
Fuchs Financial: The Retirement Savings Survey Says…
WTNH-TV New Haven· 22 hours agoHARTFORD, Conn. (WTNH) – Connecticut’s Morning Buzz’s Rachel Lutzker recently met with Ben Fuchs, founder of Fuchs Financial, who shared his expertise on...
Trump tax breaks are set to expire after 2025. Here's what advisors are telling their clients
CNBC· 6 days agoWith trillions of dollars in tax breaks scheduled to expire after 2025, financial advisors are...
Vacation, health benefits, pension: your compensation is more than your pay
Houston Today· 6 days agoMany people zero in on their paycheques when considering their compensation. Employees often receive other considerations such as benefits and health insurance, said Cindy Marques, a certified ...