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‘My brother told me to just be happy.’ My adviser charges 0.9%, but I find that ‘hidden fees’ add up...
Market Watch· 4 days agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
‘None of us are worth that,’ one adviser told us when he heard a reader with $600,000 share what she...
Market Watch· 6 days ago“Generally speaking, from a regulatory standpoint, it’s prohibited to charge more than 2%,” says...
‘I am not rich by any means.’ I’m 63 and on a limited budget — but ‘in great need’ of a financial...
Market Watch· 3 days agoAnswer: Finding an honest financial adviser on a limited budget might not be the easiest task, but...
How Much Should You Have in Your Retirement Account at Every Stage of Life?
GOBankingRates via Yahoo Finance· 11 hours agoIn your 20s, as you start your career and make real money for the first time, your spending changes....
Shouldn’t more people say ‘to hell with the adviser’ – get some index funds and call it a day? What...
Market Watch· 3 days agoAnswer: It’s true that not everyone needs a financial adviser — and it’s true that index funds can...
My dad is 60, makes $3K a month, but lives in an expensive city. Despite that, he’s saved $100K. He...
Market Watch· 5 days agoHave an issue with your financial adviser or looking for a new one? Email questions or concerns to...
Financial Pharmacist Diana Kahn at Exchange
ETF Trends· 5 days agoAt the recent Exchange conference, the Financial Pharmacist Diana Kahn discussed her practice. The Financial Pharmacist has been active since 1997, guiding ...
Financial planning for LGBTQ+ families in red states means having a big emergency fund in case they...
Morningstar· 5 days agoThe usual recommendation for an emergency fund is to keep enough cash for three to six months' worth of living expenses. "I find that they want a larger emergency fund in case they have to go ...
I’m 86 with $1.5 million in mutual funds. Could it make sense for me to do a Roth conversion? Who...
Market Watch· 6 days agoAnswer: When you do a Roth conversion, you transfer retirement assets from a traditional IRA or...
Where to invest $5,000
CNN.com· 3 days agoIf your employer sponsors a 401(k) retirement savings plan, consider contributing the maximum the Internal Revenue Service (IRS) allows. “Your 401(k) is...
