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Browsing Tag

financial planners

14 posts
PPersonal finance
Higher Income or Higher Risk?
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“You Could Live Another 30 Years” to 70-Year-Old With $500k Nest Egg

  • February 5, 2026
The S&P 500 (SPY) gained 14.3% over the past year as stocks dramatically outperformed bonds over the past…
PPersonal finance
Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That's Wrong
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Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That’s Wrong

  • February 5, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick…
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
8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)
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8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)

  • January 21, 2026
For many Americans, the dream of early retirement can feel out of reach, especially when financial advisors warn…
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
Don’t make these common money mistakes
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Don’t make these common money mistakes

  • December 24, 2025
Powerball’s $1.7 billion jackpot may create a new ultrarich winner, but financial planners say what happens after the…
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
5 Ways To Mitigate Risk as You Plan Financially for Retirement
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7 Most Effective Retirement Planning Moves of 2025 You Should Take Into 2026

  • November 22, 2025
After a rollercoaster 2025 marked by tariff repercussions, confusing inflation signals and market ups and downs, retirement savers…
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 18, 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…
PPersonal finance
Here’s What My Wealthy Retiree Clients Splurge and Save On
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Here’s What My Wealthy Retiree Clients Splurge and Save On

  • November 2, 2025
The wealthy often play by a different set of rules. While most retirees watch every dollar, high-net-worth individuals…
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