I’m a Financial Planning Expert: 4 Biggest Forces Threatening To Disrupt Retirement

March 20, 2024  5 MIN READ Written by Laura Bogart Edited by Amber Barkley For millions of Americans in the workforce, retirement seems inevitable. It’s simply part of the cycle of adulthood: You build a career and work hard before eventually strolling off into the sunset, ready to relax and enjoy the fruits of your

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How to Open a Roth IRA

Retirement savers should get to know one of the best tax-advantaged long-term investment vehicles. By Brian O’Connell Edited by Tracy Stewart Reviewed by Susannah Snider, CFP Jan. 25, 2024, at 12:45 p.m. How to Open a Roth IRA Make sure you meet the Roth IRA contribution deadline, which is the same day as when your

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Gen Z Will Be Most Affected By Student Loan Resumption — How They Can Prepare Their Budgets

 November 20, 2023 By Jake Safane 7 MIN READ November 20, 2023 By Jake Safane Due to the COVID-19 pandemic, the federal government paused federal student loan payments for over three years. In October 2023, however, student loan payments resumed, and many people were not prepared to handle this expense again. In particular, Gen Z

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I’m a Financial Advisor: Why There’s Never Been a Better Time To Convert Your Retirement Savings to Roth

ARTICLE DIRECT LINK: 5 MIN READ November 6, 2023 By Martin Dasko The stock market has been volatile for the last few years, making retirement planning challenging for many. As you get closer to retirement, you have to start thinking about what kind of accounts you want your funds to be in. You also want

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How to Decide if a Mutual Fund or ETF is Right for You

DawnReiss  November 30, 2016  For many investors, deciding between a mutual fund or an exchange- traded fund as the preferred investment method can be a confusing process.  “The decision is largely philosophical,” says Eric Hutchinson, a managing director at United Capital in Little Rock, Arkansas. “It should be based on your goals, objectives and comfort

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13 Ways to Take the Emotions Out of Investing

A deep breath, talking with friends, or a snack can help investors reset their brains. By Christine Giordano 13 Ways to Take the Emotions Out of Investing A deep breath, talking with friends or a snack can help investors reset their brains. By Christine Giordano Article Direct Link: https://money.usnews.com/investing/slideshows/13-ways-to-take-the-emotions-out-of-investing?onepage Sept. 19, 2016, at 11:22 a.m.

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The 9 Investment Pitfalls

Tips-for high net worth investors