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I have $470,000 in investments. This year, my adviser wants over $4,000 to manage my money. Is it...
Market Watch· 7 days agoFees of 1% of assets under management are fairly standard, pros say, though you can negotiate less....
Is it time to rethink the 4% retirement withdrawal rule? Experts weigh in
NBC Universal via AOL· 2 weeks agoIn each subsequent year, the amount of those withdrawals is adjusted for inflation. Financial ...
‘My goal is to become a millionaire before leaving this world’: I’m retired and in my 70s. I have...
Market Watch· 1 week ago“A lot of times with clients age 70-plus, a large concern for them is losing money in volatile...
‘It is difficult to sit through the hype and double talk.’ I interviewed 5 financial advisers — all...
Market Watch· 5 days agoQuestion: I interviewed five different financial planners trying to find one that best suits my...
Here's the average Social Security check at age 62 — is it enough for you to collect your benefits...
Moneywise via Yahoo Finance· 3 days agoReduce expenses: Look for ways to cut costs, such as downsizing your home, moving to a more...
I want to retire a millionaire, so I showed my portfolio to a financial planner and he said 4...
Business Insider· 1 week agoFor the past two years, I've been working hard to reach my goal of retiring as a millionaire. While...
Winning at retirement may come down to you dodging these 3 careless mistakes
Moneywise via Yahoo Finance· 15 hours agoYou can also adjust your spending habits, like creating (and sticking to) a budget shopping around...
I give my financial planning clients 3 money rules — but I break 2 of them all the time
Business Insider· 2 weeks agoAs a financial planner and owner of a wealth management firm, I work to ensure our clients have the...
Learn More About Ashwini Ahluwalia CFP in Westlake, OH.
US News & World Report· 5 days agoAshwini Ahluwalia is a financial advisor in Westlake, OH, and have earned their CFP. This...
Spectrum Investment Advisors Announces New Hires
NBC 17 Raleigh· 1 week agoSpectrum Investment Advisors is thrilled to announce the exciting three additions to our firm. Max is licensed as an Accredited Asset Management Specialist (AAMS®)