Fidelity’s new policy leaves some 401(k) customers locked out of accounts
PHOENIX (AZFamily) — Some Fidelity customers say they’ve been locked out of their 401(k) retirement accounts after the…
4 ‘Common Sense’ Money Habits That Aren’t So Smart: What To Do Instead
We’ve all heard the same old money advice: “Cut out lattes,” “pay off all debt ASAP,” “buy a…
Retiring at 60? Why financial advisors say you need 30 years of savings — and what that really means for your future
These days, if you retire early, you could expect to live another 30 years — or even longer…
Canadians unprepared for $1T wealth transfer
Transfer of wealth to next generation As Canada’s population ages, a massive wealth transfer is looming — one…
I’m 58 years old, single and have $970,000 stashed in my 401(k) — can I retire today?
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I’m 36 and my mother died suddenly, leaving me everything. I’m not good with money — how do I avoid a misstep?
Receiving a large inheritance may be a happy daydream for many people, but the reality is not always…
I’m 64, retired with $700K, but I can’t stop obsessing over my account — is this normal or a deeper problem?
Woman on computer Picture this hypothetical situation: At 64, Robin is retired with a healthy $700,000 nest egg.…
I Asked ChatGPT How To Retire With No Savings: Here’s What It Said
While ChatGPT is adept at turning an image of a pet into a human or solving a 5th…
I retired at 60 and haven’t touched my $700K IRA thanks to my pension, Social Security — but what about RMDs?
Alice recently retired after spending 30 years teaching English Literature at a world-renowned university. Throughout her career, she’s…
I Asked ChatGPT for the Most Common Myth About the Stock Market — Here’s What You Should Stop Believing
monsitj / Getty Images/iStockphoto There are a lot of tall tales about the stock market. So many, in…
We Only Have $150k in Savings but $78k in Social Security and a $650k Home. Can We Retire?
My wife and I are 66 years old. She retired at 62 and is already collecting Social Security.…
Why Human Financial Advisors Still Matter in 2025
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