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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...
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...
Fuchs Financial: The Retirement Savings Survey Says…
WTNH-TV New Haven· 1 day agoHARTFORD, Conn. (WTNH) – Connecticut’s Morning Buzz’s Rachel Lutzker recently met with Ben Fuchs, founder of Fuchs Financial, who shared his expertise on...
Trust your money to a young financial adviser? Increasingly you’ll have little choice.
Market Watch· 3 days agoIn March 2024, 68% of the candidates taking the exam to earn the certified financial planner (CFP)...
I’m 39 with nearly twice my salary in retirement savings, plus a government pension. Should I be...
Market Watch· 2 days agoAm I saving too much for retirement, assuming no changes to my pension? Having a pension may mean...
I have $190K in stock, $374K in IRAs and $90K in company stock, plus I’ll get a pension in 2027. I...
Market Watch· 6 days agoQuestion: I have $190,000 in stock that a large investment company manages as well as two rollover...
If Trump Is Elected, These Will Be the 7 Best Ways To Invest $10,000
GOBankingRates via Yahoo Finance· 23 hours agoElection years tend to bring about significant economic and societal changes, and this year's no...
Mutual funds mark 100th anniversary: With popularity up, are they better deals for investors?
AZCentral | The Arizona Republic via Yahoo Finance· 1 day agoAbout 92% of long-term funds are sold today without a sales load or a related fee known as the 12b-1...
6 Summer Expenses Boomers Should Cut Now If They Plan On Retiring This Fall
GOBankingRates via Yahoo Finance· 6 days agoIf you're hoping to retire this fall, it's time to get your finances in order. This summer is a...