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Shouldn’t more people say ‘to hell with the adviser’ – get some index funds and call it a day? What...
Market Watch· 22 hours agoAnswer: It’s true that not everyone needs a financial adviser — and it’s true that index funds can...
‘My brother told me to just be happy.’ My adviser charges 0.9%, but I find that ‘hidden fees’ add up...
Market Watch· 2 days agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
5 Reasons Avoiding an Annuity Is a Smart Move for Your Retirement
GoBankingRates via AOL· 15 hours agoAnnuities are often recommended by advisors as good options for retirees, and in some cases, they...
JD Supra: Several Regulators Re-Propose Rules to Curb Incentive Compensation at Financial...
JD Supra· 10 hours ago...Association (NCUA), Securities and Exchange Commission (SEC), and Board of Governors of the Federal Reserve System (the Fed) are tasked with jointly prescribing regulations that (1) prohibit incentive-based compensation at covered financial institutions that encourages inappropriate risk-taking...
3 Fintech Growth Stocks That Are Screaming Buys in June
Motley Fool via Yahoo Finance· 2 days agoThe upside of Marqeta is that its technology gets its foot in the door of some of the financial...
I'm 64 With $1.2 Million in a 401(k) and $2,800 Social Security Benefit. What's My Retirement...
SmartAsset via AOL· 18 hours agoFor an average single person planning to stop working at 64, a $1.2 million 401(k) account and $2,800 Social Security benefit could provide enough income to make ends meet during retirement.
Switching your life insurance: Here’s what to consider
Bankrate via Yahoo Finance· 2 days agoThings to consider when switching life insurance When...to keep in mind: Check for surrender...
We've saved all our lives: How can I lessen my stress about our retirement finances?
Florida Today via Yahoo Finance· 23 hours agoOur greatest unknown is our health. Mary Baldwin, CFP®, is a fee-only financial planner at...
The importance of having life insurance for your family
Rolling Out· 2 days agoLife insurance is a crucial aspect of financial planning that is often overlooked or postponed....
I’m 86 with $1.5 million in mutual funds. Could it make sense for me to do a Roth conversion? Who...
Market Watch· 4 days agoAnswer: When you do a Roth conversion, you transfer retirement assets from a traditional IRA or...