Got $20K? 9 financial pros tell us how you should invest it now
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
Got $20K? 9 financial pros tell us how you should invest it now
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move?
Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I…
Mine Raises $14 Million and Launches AI Personal Finance Agent
Mine, a personal finance company for young adults, has raised $14 million in new funding. The company announced its Series…
‘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?
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
70pc of UHNW families struggling to discuss finances: report
Research January 22, 2026 J.P. Morgan’s Paris offices. Image credit: J.P. Morgan By Amirah Keaton Ahead of…
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
‘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?
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
‘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?
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
I own a pool company in Phoenix and max my IRA each year. I think a SEP might be better for retirement savings, but my CPA told me ‘no.’ Who’s right?
Question: “I am a small business owner. I have a pool service in Phoenix, Arizona. I contribute to…