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PPersonal finance

‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

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‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

February 7, 2026

Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…

PPersonal finance

I’m 62 and retired with $1M and no debt. My objective is income. A financial adviser wants 1.25%, but I’m wary of paying them regardless of performance. What’s my move?

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I’m 62 and retired with $1M and no debt. My objective is income. A financial adviser wants 1.25%, but I’m wary of paying them regardless of performance. What’s my move?

February 6, 2026

Question: “I’m 62 and retired with $1 million in savings and zero debt. My objective is income. When…

PPersonal finance

You’re finally eligible to claim Social Security — but that doesn’t mean it’s the right time to retire

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You’re finally eligible to claim Social Security — but that doesn’t mean it’s the right time to retire

February 6, 2026

Published: Feb. 5, 2026 at 4:22 p.m. ET Americans become eligible for Social Security retirement benefits when they’re in…

PPersonal finance

Are you missing out on this ‘triple-tax-free’ way to save for retirement? Pros say many of us are

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Are you missing out on this ‘triple-tax-free’ way to save for retirement? Pros say many of us are

February 3, 2026

Americans are increasingly embracing the health savings account — a tax-advantaged account for those enrolled in a high-deductible…

PPersonal finance

I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?

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I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?

February 3, 2026

Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…

PPersonal finance

Americans think they need $1.26M to retire, but most won’t reach that number. Here are 3 steps to join the millionaires

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Americans think they need $1.26M to retire, but most won’t reach that number. Here are 3 steps to join the millionaires

January 31, 2026

ArtemVarnitsin / Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…

PPersonal finance

Groww Among Bidders for Prudential’s India Asset Management Firm

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Groww Among Bidders for Prudential’s India Asset Management Firm

January 31, 2026

Prudential Financial Inc.’s India asset manager has received offers from at least two local bidders, according to people…

PPersonal finance

Will Gen Z be better at saving for retirement than other generations?

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Will Gen Z be better at saving for retirement than other generations?

January 30, 2026

Open this photo in gallery: In a recent survey, 41 per cent of Gen Z said they are…

PPersonal finance

Got $20K? 9 financial pros tell us how you should invest it now

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Got $20K? 9 financial pros tell us how you should invest it now

January 30, 2026

Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…

PPersonal finance

‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?

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‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?

January 27, 2026

Question: “I currently have investments with a large investment company and plan to retire in six months. My…

PPersonal finance

‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him’

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‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him’

January 25, 2026

Question: “I really liked my financial adviser. He was good, but after a few years managing both my…

PPersonal finance

9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?

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9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?

January 25, 2026

You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…