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Browsing Tag

Investing/Securities

75 posts
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 2, 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 2, 2026
Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…
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 28, 2026
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
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 28, 2026
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
PPersonal finance
I’m 66 and recently retired. But my wife who is 63 is now sick and will need in-home care and maybe even long-term care. Who can help us now?
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I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move? 

  • January 27, 2026
Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I…
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 26, 2026
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
PPersonal finance
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
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Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for

  • January 24, 2026
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
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?

  • January 24, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
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 24, 2026
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
PPersonal finance
Marriage can be great for your finances — but avoid these 3 mistakes
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Marriage can be great for your finances — but avoid these 3 mistakes

  • January 23, 2026
Published: Jan. 23, 2026 at 1:23 p.m. ET From an economist’s perspective, one advantage of marriage is the financial…
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 23, 2026
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
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?
Read More

‘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?

  • January 23, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
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