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Browsing Tag

Financial Advisor

8 posts
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
25 Best Money Moves To Make Before Summer Ends
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25 Best Money Moves To Make Before Summer Ends

  • September 11, 2025
Summer is nearly over — and that can mean only one thing. The time is now to make…
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…
PPersonal finance
What's the Best RMD Strategy for My Husband's Multiple IRAs Starting in 2027?
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What’s the Best RMD Strategy for My Husband’s Multiple IRAs Starting in 2027?

  • August 30, 2025
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. My husband…
PPersonal finance
5 Money Moves I’d Make If I Won on a Game Show
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5 Money Moves I’d Make If I Won on a Game Show

  • August 19, 2025
Winning money on a game show may sound like a dream come true. If you’re a financial advisor,…
PPersonal finance
Ramit Sethi’s 5 financial red flags for couples
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Ramit Sethi’s 5 financial red flags for couples

  • August 4, 2025
Ramit Sethi/YouTube Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.…
PPersonal finance
4 Wealth Transfer Strategies Most People Learn About Too Late
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4 Wealth Transfer Strategies Most People Learn About Too Late

  • July 29, 2025
Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that…
PPersonal finance
5 Ways To Spend $100 To Start Securing Your Financial Future in Your 30s
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5 Ways To Spend $100 To Start Securing Your Financial Future in Your 30s

  • July 17, 2025
While $100 may not seem like a lot of money, spending it wisely can help build a stronger…
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