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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· 6 days agoAnd, finally, as with any financial product, take all tax implications into account. If this is your...
Financial Experts: 5 Women in Finance We’re Paying Attention to in 2024
GoBankingRates via AOL· 6 days agoIt's a well-documented problem: Women in the financial industry are heavily underrepresented....
School’s Out Forever: Money Pros Offer Best Advice for College Grads
Barrons.com· 22 hours agoDavid O’Malley, financial advisor, Edward Jones: When you’re a kid, your parents plan for you. When...
‘My peers have 10 to 20 times more set aside for retirement’: I’m 67 and have $100,000 saved. I want...
Market Watch· 6 hours agoMy husband, 68, wants me to retire early, but he has very little retirement savings. Broadly...
I’m a Financial Advisor: 5 Ways You’re Paying Too Much in Taxes in Retirement
GOBankingRates via Yahoo Finance· 4 days agoIn your retirement years, you may think you no longer have to worry about taxes because you're no...
I’m a Financial Advisor: Here Are 7 Money Moves To Make If Your Income Rises Significantly
GOBankingRates via Yahoo Finance· 5 days agoHaving a serious boost to your income is cause for celebration -- a rising income means greater...
Three tips for parents of 'boomerang' kids who move back home By Reuters
Investing.com· 1 day agoMany young adults are living with their parents because it makes so much financial sense, according...
Experts Explain How To Avoid Becoming Cash Poor with a 401K in Retirement
GOBankingRates via Yahoo Finance· 6 days agoIn an effort to be prepared for the increasingly higher costs of retirement, it's possible to save...
Peter Dunn: Your financial adviser is changing firms. What now? - Indianapolis Business Journal
Indianapolis Business Journal· 6 days agoMy financial adviser has recently left his firm and is going out on his own. While I really like him and feel that he has done a great job with my investments, I’m a little leery to move all my money to his new business.
Strategies for Building Your Small Business
Casper Star-Tribune· 1 day agoIncorporating a CERTIFIED FINANCIAL PLANNER™ professional into your stable of advisors is a smart way to ensure that you’re growing your ...
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