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Browsing Tag

Financial planners

27 posts
PPersonal finance
A Trump Account could make your kid a millionaire by 45—but financial experts say the app’s projections come with a catch
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A Trump Account could make your kid a millionaire by 45—but financial experts say the app’s projections come with a catch

  • July 14, 2026
If you’ve opened the Trump Accounts app, the pitch for investing is hard to resist.  Enter a $250-a-year…
GGolf
My golf buddy worked as a financial adviser. Here’s how I knew his friendship was fake.
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My golf buddy worked as a financial adviser. Here’s how I knew his friendship was fake.

  • June 10, 2026
Dear Quentin, I read your response to my letter. Although I never availed of his services, you were…
PPersonal finance
‘Survivor’s penalty’ can follow after a spouse dies. What to expect
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‘Survivor’s penalty’ can follow after a spouse dies. What to expect

  • May 15, 2026
Peter Cade | Photodisc | Getty Images Many retirees worry about how threats like inflation, living longer or…
PPersonal finance
The deadline for 2025 IRA contributions is April 15. Who qualifies
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The deadline for 2025 IRA contributions is April 15. Who qualifies

  • April 8, 2026
Whitetea | E+ | Getty Images As the April 15 tax deadline approaches, some investors will soon make…
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
In January, a 65-Year-Old Has $1.3 Million Saved but Still Faces Retirement’s Biggest Threat
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In January, a 65-Year-Old Has $1.3 Million Saved but Still Faces Retirement’s Biggest Threat

  • January 28, 2026
A 65-year-old retiring this month faces a financial puzzle: leaving work with $1.3 million saved, but entering retirement…
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)…
BBusiness
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…
BBusiness
Here's what you still have time to do
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Here’s what you still have time to do

  • December 24, 2025
Aire Images | Moment | Getty Images As the calendar winds down, there is still time for certain…
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.…
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