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certified financial planner

9 posts
PPersonal finance
Only 27% Think They'll Survive a Financial Shock in Retirement. These Are The Two Costs That Often Surprise People
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Only 27% Think They’ll Survive a Financial Shock in Retirement. These Are The Two Costs That Often Surprise People

  • December 16, 2025
Patricio Nahuelhual / Getty Images Many retirees say they can’t absorb a surprise expense. Here’s what experts suggest.…
PPersonal finance
4 Mistakes That Derail Your Retirement, According to a Wealth Management Expert
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4 Mistakes That Derail Your Retirement, According to a Wealth Management Expert

  • November 27, 2025
Planning for retirement is complex, and even small missteps can have lasting consequences. To help you avoid costly…
BBusiness
This little-known tax move takes the sting out of RMDs. Yet 90% of Americans are missing it. How not to be one of them
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This little-known tax move takes the sting out of RMDs. Yet 90% of Americans are missing it. How not to be one of them

  • November 19, 2025
Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. For…
PPersonal finance
How Retirees Turn $1 Million in Savings into $5 Million (and How That Might Be Holding Them Back)
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How Retirees Turn $1 Million in Savings into $5 Million (and How That Might Be Holding Them Back)

  • November 4, 2025
Many retirees dream of reaching $1 million in savings, believing it will finally give them the freedom to…
PPersonal finance
What the FIRE Movement Got Right — and Wrong — About Retirement
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What the FIRE Movement Got Right — and Wrong — About Retirement

  • October 30, 2025
FIRE. These four letters have consumed the retirement planning discussion like, well, wildfire in recent years. They stand…
PPersonal finance
7 Mental Habits That Can Lead You to a Wealthier Retirement
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7 Mental Habits That Can Lead You to a Wealthier Retirement

  • October 26, 2025
It’s easy to assume that only cold, hard logic — and cold, hard cash — are essential to…
PPersonal finance
I Asked a Financial Planner How To Retire Comfortably on $500K: Here’s What He Said
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I Asked a Financial Planner How To Retire Comfortably on $500K: Here’s What He Said

  • October 22, 2025
Retiring on $500,000 may sound unrealistic, but is it possible with careful planning? A half-million-dollar nest egg could…
PPersonal finance
5 Retirement Moves You’ll Regret in 10 Years
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5 Retirement Moves You’ll Regret in 10 Years

  • October 10, 2025
Financial planners help people make better retirement decisions, but through their years of experience, they often see the…
PPersonal finance
How to save money on a low income​, according to Reddit
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How to save money on a low income​, according to Reddit

  • September 17, 2025
When you barely earn enough to cover your day-to-day expenses, setting aside money for a rainy day probably…
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