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Browsing Tag

financial advisor

8 posts
PPersonal finance
I Asked ChatGPT What the Worst Things You Can Do With Your Money Are — Here’s What It Said
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I Asked ChatGPT What the Worst Things You Can Do With Your Money Are — Here’s What It Said

  • October 16, 2025
ChatGPT, the popular artificial intelligence (AI) bot, sometimes takes criticism for providing erroneous calculations or generic information. But…
PPersonal finance
A Head of Wealth and Private Banking Shares Most Important Advice
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A Head of Wealth and Private Banking Shares Most Important Advice

  • September 28, 2025
This as-told-to essay is based on a conversation with Racquel Oden, US head of wealth and private banking…
PPersonal finance
I'm 36 and my mother died suddenly, leaving me everything. I'm not good with money — how do I avoid a misstep?
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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?

  • September 27, 2025
Receiving a large inheritance may be a happy daydream for many people, but the reality is not always…
PPersonal finance
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 58 years old, single and have $970,000 stashed in my 401(k) — can I retire today?

  • September 27, 2025
Wavebreakmedia/Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. You’ve…
PPersonal finance
Gen X, Closest to Retirement, Has Least Confidence in its Savings
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Gen X, Closest to Retirement, Has Least Confidence in its Savings

  • September 25, 2025
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The generation closest to…
PPersonal finance
Should I Use My Retirement Savings to Pay Off My $80K Mortgage?
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Should I Use My Retirement Savings to Pay Off My $80K Mortgage?

  • September 23, 2025
I owe about $80,000 on my mortgage and will be retiring within a year but I want to…
PPersonal finance
I’m 64, retired with $700K, but I can’t stop obsessing over my account — is this normal or a deeper problem?
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I’m 64, retired with $700K, but I can’t stop obsessing over my account — is this normal or a deeper problem?

  • September 22, 2025
Woman on computer Picture this hypothetical situation: At 64, Robin is retired with a healthy $700,000 nest egg.…
PPersonal finance
I retired at 60 and haven’t touched my $700K IRA thanks to my pension, Social Security — but what about RMDs?
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I retired at 60 and haven’t touched my $700K IRA thanks to my pension, Social Security — but what about RMDs?

  • September 4, 2025
Alice recently retired after spending 30 years teaching English Literature at a world-renowned university. Throughout her career, she’s…
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