financial advisor
6 Smart & Simple Ways to Turn $20,000 Into Steady Passive Income
how to invest 20k for passive income If you’re looking to receive passive income with your investments, there are many ...
Does Putting Your Home in a Trust Protect It From Medicaid?
A woman stands outside the home that she transferred to an irrevocable trust to qualify for Medicaid. An individual can ...
I Have $2.5 Million in a Roth IRA and Will Receive $2,500 Monthly From Social Security. Can I Retire at 62?
A man ponders whether he can afford to retire at 62 with $2.5 million in a Roth IRA. Retiring at ...
You Need This Much Money to Be Rich in America, Data Reveals
what income is considered rich Earning more money can make it easier to pay the bills, fund your financial goals ...
I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?
Ask an Advisor: I’m in the Highest Tax Bracket, Should I Do a Roth Conversion? What are your thoughts on ...
What’s the Average Return on an All-Bond Portfolio Right Now?
Like all markets, bonds fluctuate. Your returns will be based on what you hold, when you buy it, tax treatment ...
T. Rowe Price Says These 3 Money Moves Could Up Your Retirement Savings
An hourglass sits next to a stack of coins. T. Rowe Price recently published its year-end tips for retirement savers. ...
5 Fantastic Ways to Enjoy Life After Retirement
SmartAsset: Five tips to enjoy life after retirement For some people, retirement can feel a bit like the dog that ...
Too Many Americans Are Making This Retirement Mistake
SmartAsset: Alarming number of working Americans cash out retirement accounts when changing jobs The very essence of a retirement nest ...
I’m 5 Years Away From RMDs But Recently Lost 30% of My 401(k). Should I Stay Aggressive to Regain My Losses or Rebalance?
Financial advisor and columnist Brandon Renfro When I retired in September 2022, my 401(k) was invested aggressively (90/10 split between ...
