Tag: financial advisor
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Ask an Advisor: Why Does an Advisor Get a 1% Fee Even if My Portfolio Doesn’t Perform? It’s 25% of My Return
A good financial advisor can increase net returns by up to, or even exceeding, 3% per year over the long term, according to Vanguard...
At 65 and Taking Social Security-Can I Still Do a Roth Conversion with $750k?
You may not find that one course of action is clearly superior. Factors to consider when deciding if and how much Roth conversion makes...
It’s My First Year on Social Security – How Can I Stop Taxes from Eating It Up?
As your first year of retirement progresses, it’s important to evaluate whether the financial plan you laid out to ensure your sustainable well-being is...
Will Your Retirement Savings Last? Most People Ignore This Key Data
Strong longevity literacy, knowing how long you’re likely to live and how long a spouse might survive you, is an important factor in planning...
We Have $800k in Investments and a Paid-Off Home – Can a Nursing Home Claim Our Assets?
For a household with significant assets – for example, $800,000 in investments and a paid-off home – Medicaid’s rules can create significant issues. These...