Author: elghoulam

[ad_1] Ask An Advisor: I’m a 43-Year-Old Divorced Dad With $315K in an IRA, $90K in a Roth and Other Accounts. I Max Out My 401(k) Each Year. Can I Retire at 57? I’m 73 and my 401(k) hasn’t been doing well for the last few years. Would it be a good idea for me… Continue reading I’m 73 and My 401(k) ‘Hasn’t Been Doing Well.’ Should I Withdraw My Money and Invest in CDs?

[ad_1] File / eExtra News Taxes are a critical expense category in retirement and the clock is ticking on making timely, tax-saving moves before year-end. If you’re retired, now is a good time to take a closer look at your investment portfolio and determine if any changes are appropriate. Keep in mind that some changes… Continue reading Steps to Manage Your Tax Burden in Retirement Before Year End

[ad_1] By Josh Katzowitz, WCI Content Director When I think of the generation gap that spans from the Baby Boomers to Generation X and Millennials to Gen Z, one of the biggest changes (aside from people under the age of 30 not knowing about Jason Priestley) is their attitude toward work. Now, a new term… Continue reading Young Investors Are Engaging in ‘Soft Life’ – Is It a Healthy Attitude or Could It End in Financial Disaster?

[ad_1] SEATTLE — The holiday shopping season is here. Whether you have a full gift list in hand or you have a rough idea of what you want to buy – plenty of brands are sending out mailers and emails with gift ideas as Black Friday and Cyber Monday quickly approach. Northwestern Mutual financial advisor… Continue reading Common holiday shopping spending traps and how to avoid them

[ad_1] andresr / Getty Images To be middle class in America is to make two-thirds to double as much as the median income of the average worker, meaning you’re likely to have more income at your disposal. Middle class folks, however, are also working class, so they’re often busy and may not spend much time… Continue reading The 6 Best Investments for the Middle Class

[ad_1] Black Friday and Cyber Monday are coming up. As more deals pop into mailboxes and email inboxes, there are several things to consider before buying. Author: king5.com Published: 8:37 AM PST November 19, 2023 Updated: 8:37 AM PST November 19, 2023 [ad_2] Source link

[ad_1] Dear Liz: We paid a lot for our house, and a lot to renovate it seven years ago. My banker recommended taking a low-interest loan against our assets at the bank instead of selling investments to pay for the renovations, which cost $900,000. The bank offered a rate of prime plus half a point.… Continue reading Their variable-rate loan is out of control. What should they do now?

[ad_1] Financial Advisor Patrick Dodd of the financial services firm Edward Jones in Magnolia has received the Chartered Retirement Plans Specialist designation through the College for Financial Planning. The CRPS training program provides specific education on retirement plans for businesses and their employees. Study topics include: — Participant-directed retirement plans — Retirement plan types for… Continue reading Financial Advisor Patrick Dodd of Edward Jones receives Chartered Retirement Plans Specialist designation | Business

[ad_1] Wells Fargo is seeking a Marketing Consultant in Wealth & Investment Management, or WIM, which provides clients access to some of the United States’ leading providers of financial and investment services. Through WIM’s businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services. The WIM Marketing team… Continue reading Marketing Consultant (3 positions) at Wells Fargo