Tag: financial advisor
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Empty Nesters: Don’t Fall Into This Common Retirement Trap
There are a number of very real reasons why empty nesters tend to save less for retirement. The financial burden and stress of raising...
Ask an Advisor: Is It Possible to Shrink My RMDs to $25k for Lower Social Security Taxes?
Taxes are always worth considering as part of your financial planning, but they are only one part of the bigger picture. What matters most...
I Have $640k in a 401(k) – What’s the Best Way to Convert to a Roth and Save on Taxes?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Converting a 401(k) to a Roth IRA...
Is Fidelity’s 45% Rule the Right Retirement Strategy for You?
Fidelity’s 10x rule of thumb is a nifty guideline to follow as you save for retirement over the course of many decades. But when...
I Was Quoted $7,000 for Long-Term Care Insurance – Should I Be Concerned?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. At $7,000 per year, or about $583...