Showing 19 results of 669
Fee-based financial advisor, or self service
I am 60 (closer to 61). My 59 (closer to 60) year old wife is retired. I work part-time at a job that just about cover our regular expenses. Our net financial worth is seven figures, and a combination...
reddit.com
Mar 03 2023
Starting Retirement, Do I manage myself or let financial advisor?
I M19, am trying to build my Roth IRA and overflow retirement accnt. I have about 15k I want to put into retirement. I have investing experience, I know a good bit of stuff. However I do not know the ...
reddit.com
Mar 03 2023
Autobiography is not Financial Advice
The Atlantic writer Derek Thompson wrote an article about the best career advice he’s come across that “might be marginally useful.” Your Career Is Just One-Eighth of Your Life was a...
retirebeforedad.com
Mar 02 2023
Caregiving can sap retirement savings. Here's how advisors can help
...
financial-planning.com
Mar 01 2023
Why a Fiduciary Duty Matters When Choosing a Financial Advisor
Earlier this week, we examined why financial advisors might do this crap. Good financial advisors pursue certifications and take oaths ... Read more...
physicianonfire.com
Feb 25 2023
SSDI and rolling over to IRA and financial advisors. Fiduciary and/or RIA?
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...
community.aarp.org
Feb 23 2023
Why Do Financial Advisors Do Crap Like This?
Here’s a scenario that’s played itself out several times since I started writing about personal finance. A couple, at or ... Read more...
physicianonfire.com
Feb 21 2023
Drawing from Investments in Retirement
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...
reddit.com
Feb 12 2023
The 4% Rule
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...
reddit.com
Feb 09 2023
Times When Choosing A Fiduciary Advisor Is Critical To You And Times When It’s Not
“Fiduciary” has become an attractive marketing term, but what does it mean? More importantly, what does it mean to you?...
forbes.com
Feb 08 2023
Wealthsimple Review 2023: Still Canada’s Best Robo-Advisor?
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...
retirehappy.ca
Feb 07 2023
Advice-Only Financial
When you need a financial advisor, work with someone who only gives advice but doesn't manage any investments....
adviceonlyfinancial.com
Feb 01 2023
Retirees Must Ask These Questions Before Hiring A Financial Professional
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...
forbes.com
Jan 28 2023
How Much Does a Financial Advisor Cost? | Personal Capital
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....
personalcapital.com
Dec 19 2022
Bigger Isn’t Always Better When It Comes to Financial Advice
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions....
kiplinger.com
Oct 24 2022
When Should You Hire a Financial Advisor?
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...
ofdollarsanddata.com
Jun 28 2022
Solve Life Backwards
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...
ofdollarsanddata.com
Jun 07 2022