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Browsing Tag

financial advisor

5 posts
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 5, 2025
Alice recently retired after spending 30 years teaching English Literature at a world-renowned university. Throughout her career, she’s…
PPersonal finance
Ramit Sethi’s 5 financial red flags for couples
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Ramit Sethi’s 5 financial red flags for couples

  • August 4, 2025
Ramit Sethi/YouTube Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.…
AArtificial intelligence
Why Human Financial Advisors Still Matter in 2025
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Why Human Financial Advisors Still Matter in 2025

  • August 2, 2025
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Artificial…
PPersonal finance
4 Wealth Transfer Strategies Most People Learn About Too Late
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4 Wealth Transfer Strategies Most People Learn About Too Late

  • July 30, 2025
Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that…
PPersonal finance
Here are 3 Social Security myths that can ruin a retirement — make sure you don’t let them dash your dreams
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Here are 3 Social Security myths that can ruin a retirement — make sure you don’t let them dash your dreams

  • June 25, 2025
Your friend’s cousin on Facebook may be a smart guy, but since he’s not a tax expert, you…
United States
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