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Browsing Tag

Financial Advisor

22 posts
PPersonal finance
Financial Advisors Aren’t Just for the Wealthy. Here’s Why You Need One for Your Retirement
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Financial Advisors Aren’t Just for the Wealthy. Here’s Why You Need One for Your Retirement

  • December 21, 2025
Thinkstock People with a financial advisor have approximately double the retirement savings compared to those without one. Retirees…
PPersonal finance
It’s Kind of Insane More Americans Don’t Know The One Factor That Doubles Retirement Savings
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It’s Kind of Insane More Americans Don’t Know The One Factor That Doubles Retirement Savings

  • December 18, 2025
simon jhuan / Shutterstock.com Americans working with a financial advisor average $132,000 in retirement savings, versus $62,000 for…
PPersonal finance
Ramsey’s 8% Retirement Rule Sounds Nuts At First
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One Factor Doubles Retirement Savings For Americans, And It’s Not Which Stocks They Picked

  • December 16, 2025
fadfebrian / Shutterstock.com 58% of Americans will be unable to maintain their standard of living in retirement. Americans…
PPersonal finance
There's 1 big reason millions of retirees secretly struggle in America — it’s not because they don’t have enough money
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There’s 1 big reason millions of retirees secretly struggle in America — it’s not because they don’t have enough money

  • November 18, 2025
Photo: Pressmaster/Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.…
PPersonal finance
4 ‘Common Sense’ Money Habits That Aren’t So Smart: What To Do Instead
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4 ‘Common Sense’ Money Habits That Aren’t So Smart: What To Do Instead

  • November 12, 2025
We’ve all heard the same old money advice: “Cut out lattes,” “pay off all debt ASAP,” “buy a…
PPersonal finance
I’m 46 With a $1 Million 401(k). How Can I Get to $2 Million at a Normal Retirement Age?
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I’m 46 With a $1 Million 401(k). How Can I Get to $2 Million at a Normal Retirement Age?

  • November 11, 2025
hynci / iStock via Getty Images You can easily double a $1 million nest egg in 20 years.…
PPersonal finance
Fidelity’s new policy leaves some 401(k) customers locked out of accounts
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Fidelity’s new policy leaves some 401(k) customers locked out of accounts

  • November 8, 2025
PHOENIX (AZFamily) — Some Fidelity customers say they’ve been locked out of their 401(k) retirement accounts after the…
PPersonal finance
I’m 64 and retired with a healthy $700K nest egg — but I can’t stop checking my account. Am I right to worry?
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I’m 64 and retired with a healthy $700K nest egg — but I can’t stop checking my account. Am I right to worry?

  • November 4, 2025
Envato/YuriArcursPeopleimages Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. At…
PPersonal finance
10 Prompts To Try To Get a Real Answer You Can Use
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10 Prompts To Try To Get a Real Answer You Can Use

  • November 2, 2025
ChatGPT is rapidly becoming a popular resource for retirement planning, and for good reason. The artificial intelligence (AI)…
PPersonal finance
Retiring at 60? Why financial advisors say you need 30 years of savings — and what that really means for your future
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Retiring at 60? Why financial advisors say you need 30 years of savings — and what that really means for your future

  • October 29, 2025
These days, if you retire early, you could expect to live another 30 years — or even longer…
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 18, 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…
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