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I have $190K in stock, $374K in IRAs and $90K in company stock, plus I’ll get a pension in 2027. I...
Market Watch· 1 hour agoQuestion: I have $190,000 in stock that a large investment company manages as well as two rollover...
Shouldn’t more people say ‘to hell with the adviser’ – get some index funds and call it a day? What...
Market Watch· 4 days 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· 5 days agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
What Rate of Return Should I Expect for My Investments in Retirement?
SmartAsset via Yahoo Finance· 1 day agoEveryone loves seeing growth in their portfolio. However, a good year of investing doesn't...
3 Fintech Growth Stocks That Are Screaming Buys in June
Motley Fool via Yahoo Finance· 5 days agoThe upside of Marqeta is that its technology gets its foot in the door of some of the financial...
Switching your life insurance: Here’s what to consider
Bankrate via Yahoo Finance· 5 days agoThings to consider when switching life insurance When...to keep in mind: Check for surrender...
5 Reasons Avoiding an Annuity Is a Smart Move for Your Retirement
GoBankingRates via AOL· 4 days agoAnnuities are often recommended by advisors as good options for retirees, and in some cases, they...
I’m 86 with $1.5 million in mutual funds. Could it make sense for me to do a Roth conversion? Who...
Market Watch· 7 days agoAnswer: When you do a Roth conversion, you transfer retirement assets from a traditional IRA or...
The importance of having life insurance for your family
Rolling Out· 5 days agoLife insurance is a crucial aspect of financial planning that is often overlooked or postponed....
I'm 64 With $1.2 Million in a 401(k) and $2,800 Social Security Benefit. What's My Retirement...
SmartAsset via AOL· 4 days 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.