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‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 7 hours agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
Learn More About Kristina Alley CFP in Santa Fe, NM.
US News & World Report· 6 days agoKristina Alley is a financial advisor in Santa Fe, NM, and have earned their CFP. This professional designation is issued by the Certified Financial <...
IRA rollovers: what to watch out for — and how to avoid the sharks
Market Watch· 5 hours agoRollovers are usually a pretty straightforward financial transaction, and it doesn’t take more than...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via Yahoo Finance· 21 hours agoOpponents of the rule, including members of the financial industry, say it will limit access to...
I’m 62 and could get $1,875 a month in Social Security. I also have $850,000 in Roth and traditional...
Market Watch· 6 days agoLet’s start with your Social Security situation, then jump into the retirement withdrawals, and then...
‘I no longer trust him.’ I live in California and my adviser sold my stock without consulting me...
Market Watch· 3 days agoWhat do I need to ask prospective advisers to ensure I don’t end up in this situation again?...
Always Use Cash for These 10 Purchases, Financial Experts Say
Best Life· 6 days agoFinancial experts advise that you carry at least a little bit of cash at all times—and they...
3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
Forbes· 1 day agoThe Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA will need to follow the 10-year rule, which can significantly ...
7 Best Financial Advisors in Denver - NerdWallet
Nerdwallet· 11 hours agoFinding a financial advisor in Denver can be challenging due to the number of firms that operate in the city. We've listed the top seven best financial...
Best Savings Rates Today -- Score up to 5.55% APY With One of These Savings Accounts, April 19, 2024
CNET· 6 days ago“While there is no way to predict the future and where interest rates will go, it still makes sense...