Tag: financial advisor
Browse our exclusive articles!
I Have $1 Million in My 401(k) and $2,500 Monthly Social Security Check at 65. Can I Retire?
Do you have enough money to retire? There are many different ways to look at this,...
Ask an Advisor: With $2.4 Million Saved in Our 60s, Is DIY Financial Planning Enough? What Would an Advisor Do?
The difference between hiring an advisor versus using an automated investment management platform comes down to...
Ask an Advisor: Is Double Taxation a Risk With Backdoor Roth Conversions?
Most traditional IRAs are funded with pre-tax dollars, so converting those to Roth accounts typically increases...
Ask an Advisor: I Inherited $50k but I’m Cautious About the Market – Is High-Yield Savings the Way to Go?
I’m 64. I just inherited $50,000. I’m leary of investing it in stocks as I took...
Ask an Advisor: With $1.2 Million in IRAs and Just $10k in Cash, Is It Time to Make a Withdraw for a Better Cushion?
Whether you decide you need a large or small emergency fund, also realize that you don’t...