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Browsing Tag

financial advisors

7 posts
PPersonal finance
Year-end is popular for Roth conversions — when to make an exception
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Year-end is popular for Roth conversions — when to make an exception

  • October 20, 2025
Prasit photo | Moment | Getty Images As the calendar winds down, some investors may be eyeing Roth…
PPersonal finance
Why 50% of Financial Advisors Are Putting Client Investments Into Annuities
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Why 50% of Financial Advisors Are Putting Client Investments Into Annuities

  • September 29, 2025
Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating…
PPersonal finance
Financial Advisors’ Top 4 Tips for Middle-Class Families To Survive the Trump Economy
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Financial Advisors’ Top 4 Tips for Middle-Class Families To Survive the Trump Economy

  • September 16, 2025
Middle-class families are feeling the brunt of the Trump economy, where rising costs, market swings and heavier debt…
PPersonal finance
Here's how much the average 60-year-old American has saved for retirement
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Here’s how much the average 60-year-old American has saved for retirement

  • September 1, 2025
Lopolo / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
PPersonal finance
Your 401(k) Won’t Be Enough — Here’s the Backup Plan Financial Advisors Recommend
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Your 401(k) Won’t Be Enough — Here’s the Backup Plan Financial Advisors Recommend

  • August 25, 2025
All too often, people consider their 401(k) plans the end-all and be-all of their retirement savings. For decades,…
PPersonal finance
Roth 401(k)s offer tax-free growth — but few workers use them
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Roth 401(k)s offer tax-free growth — but few workers use them

  • August 24, 2025
Marco Vdm | E+ | Getty Images For many investors, workplace retirement plans build long-term savings via automatic…
PPersonal finance
Why You Should Coach Your Financial Advisor Like An NFL Roster
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Why You Should Coach Your Financial Advisor Like An NFL Roster

  • August 18, 2025
In the NFL, even the best players have to earn their spot every season — and the people…
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