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The 5 Worst Retirement Mistakes to Avoid at All Costs
SmartAsset via Yahoo Finance· 2 days agoTo do retirement right you need a disciplined savings plan, a good understanding of Social Security,...
Should I Take a $400,000 Lump Sum or $2,000 Monthly Payments for My Pension?
SmartAsset via Yahoo Finance· 3 hours agoDeciding whether to take a $400,000 lump sum or monthly pension benefit of $2,000 requires...
I’m a Financial Planner: What Not To Do When Your CD Matures
GOBankingRates via Yahoo Finance· 23 hours agoFor people who don't like risky investments, certificates of deposit (CDs) are often a great way to...
Ask an Advisor: Can a Single Financial Advising Firm Address All of My Financial Concerns?
SmartAsset via Yahoo Finance· 2 weeks agoIs there a good way to survey fiduciary candidates … Continue reading → The post Ask an Advisor: Can...
Ask an Advisor: I Want to Give Money to My Son and Daughter-in-Law. How Much Can I Give Without...
SmartAsset via AOL· 7 days ago-Irwin For 2023, you can give your son and daughter-in-law each $17,000 without having to deal with...
Ask an Advisor: I'm 81 With a $118K Mortgage and $110K in an IRA. Should I Withdraw From My...
SmartAsset via AOL· 1 week agoI am 81 years old. I have a home mortgage balance of $118,300. I also have a $110,000 rollover...
$800,000 Bucks Will Buy You This Much Retirement
SmartAsset via AOL· 1 week agoSaving for retirement is one of the most important parts of securing your financial future. While programs like Social Security can help, they often...
What is a jumbo CD? (Spoiler: Bigger isn't always better)
AOL· 2 weeks agoHer expertise has been featured in NerdWallet, Forbes Advisor, MarketWatch, CNN Underscored, USA...
Heritage Financial Co. (NASDAQ:HFWA) Shares Sold by Swiss National Bank
ETF DAILY NEWS· 10 hours agoSwiss National Bank lessened its holdings in Heritage Financial Co. (NASDAQ:HFWA – Free Report) by...
AARP Urges Congress to Protect New Retirement Security Rule
AARP· 2 weeks agoIn a letter sent to every member of Congress...the rule on behalf of constituents who are trying to build their retirement savings. The new regulation, known as the Retirement ...