Think your financial advisor has your back? These 5 red flags say otherwise
Financial advisors promise to grow your wealth through smart money management. But some can drain your accounts instead.…
Weekend Reading – Will AI Replace Financial Advisors?
Weekend Reading – Will AI Replace Financial Advisors? Welcome to a new Weekend Reading edition about AI, replacing…
Woman fears it’s ‘overkill’ for mom to pay $600K/year for life insurance. Why Ramsey Show hosts say it may be ‘worth it’
A Washington woman named Sarah recently called into The Ramsey Show because she worries her mother’s financial advisors…
What investors need to know
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
If you and your partner make just one money move in 2026, do this
This is the season when everyone’s planning for next year. When it comes to money, I can assure…
Why Financial Experts Say Dave Ramsey Is Wrong About ‘Pausing 401(k) Contributions’
Beth Gwinn / Getty Images Before you take Dave Ramsey’s advice to pause 401(k) contributions to pay off…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
Fidelity customers lose 401(k) access. Some call it a ‘mind-boggling’ power grab. But the company says it’s about safety
As a major investment company and financial technology (fintech) platforms fight over access to client retirement accounts, some…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Why 50% of Financial Advisors Are Putting Client Investments Into Annuities
Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating…
Why You Should Coach Your Financial Advisor Like An NFL Roster
In the NFL, even the best players have to earn their spot every season — and the people…