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Browsing Tag

financial planners

8 posts
PPersonal finance
‘Survivor’s penalty’ can follow after a spouse dies. What to expect
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‘Survivor’s penalty’ can follow after a spouse dies. What to expect

  • May 15, 2026
Peter Cade | Photodisc | Getty Images Many retirees worry about how threats like inflation, living longer or…
PPersonal finance
The deadline for 2025 IRA contributions is April 15. Who qualifies
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The deadline for 2025 IRA contributions is April 15. Who qualifies

  • April 8, 2026
Whitetea | E+ | Getty Images As the April 15 tax deadline approaches, some investors will soon make…
PPersonal finance
Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts
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Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts

  • January 26, 2026
A married couple—ages 62 and 60—sits on $2 million in retirement savings, a paid-off $650,000 home, and guaranteed…
PPersonal finance
What investors need to know
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What investors need to know

  • January 11, 2026
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
PPersonal finance
5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate
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5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate

  • January 10, 2026
Lucigerma / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
PPersonal finance
Politics is now the No. 1 money worry, financial planners say
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Politics is now the No. 1 money worry, financial planners say

  • December 4, 2025
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
PPersonal finance
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
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Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it

  • November 19, 2025
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
PPersonal finance
These inherited IRA mistakes could reduce your windfall, advisors say
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These inherited IRA mistakes could reduce your windfall, advisors say

  • November 2, 2025
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
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