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Browsing Tag

financial advisor

15 posts
PPersonal finance
Gen X, Closest to Retirement, Has Least Confidence in its Savings
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Gen X, Closest to Retirement, Has Least Confidence in its Savings

  • September 25, 2025
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The generation closest to…
PPersonal finance
I’m 64, retired with $700K, but I can’t stop obsessing over my account — is this normal or a deeper problem?
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I’m 64, retired with $700K, but I can’t stop obsessing over my account — is this normal or a deeper problem?

  • September 21, 2025
Woman on computer Picture this hypothetical situation: At 64, Robin is retired with a healthy $700,000 nest egg.…
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…
Ireland
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