Showing 12 results of 562
Hello. I am retiring soon. I am receiving SSDI. I have a 401a and I also have a regular pension which I have the option to take payments or take a lump sum. I am going to take the lump sum, combine it...
Here’s a scenario that’s played itself out several times since I started writing about personal finance. A couple, at or ... Read more...
Would appreciate any input as I will be discussing with my financial advisor. I’m about to turn 65 and retired about a year ago. I haven’t touched my investments this far, but will need to...
I see a number of people working very hard and saving in a 401(k) or IRA (or Roth IRA). Are you aware of the 4% rule? Have you spoken to your advisor about it? Google ‘The Trinity Study’ a...
“Fiduciary” has become an attractive marketing term, but what does it mean? More importantly, what does it mean to you?...
Robo advisor platforms remove almost all of the work from investing, allowing you to follow a passive investing strategy. It’s no wonder they’ve become so popular; it’s expected that...
When you need a financial advisor, work with someone who only gives advice but doesn't manage any investments....
Any annual review—whether year-end or your birthday—prompts thoughts of “Can I do better?” Well, it’s best to look before you leap because the grass is not always greener...
The cost of hiring a financial advisor depends on several factors, starting with the advisor’s fee structure. This article covers expectations and average costs....
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions....
Should you hire a financial advisor? Are they worth the cost? Is now the right time? If you've ever asked yourself any of these questions, then this article is for you. With all the wealth that has be...
My college advisor once told me something that would fundamentally change how I make decisions: Solve life backwards I didn't know what he meant when he first said it, so he went on to explain: It's m...