Author: elghoulam

[ad_1] You probably know that the right financial adviser won’t give away his or her expertise for free. But if you’re searching for an adviser for the first time, you may suffer sticker shock when you find out what they charge for their services.  Finding the right financial adviser That sticker shock was the experience… Continue reading How to Find the Right Financial Adviser

[ad_1] Financial advisor and columnist Matt Becker Should we take out money from our retirement investment fund to pay off our home loan and make improvements? Retirement fund is losing money and home values are going up. The fund is around $85,000-$90000. The balance on our home is $34,000 and we want to make $20,000… Continue reading Our Retirement Fund is Losing Money. Should We Use It to Pay Off Our Mortgage and Make $20k in Home Improvements?

[ad_1] Enhancing Charitable Impact Through Strategic Giving: Expertise by Kent Pendleton, AAMS, Independent Advisor with Raymond JamesThe holiday season, a time synonymous with generosity and giving, presents a unique opportunity for thoughtful charitable contributions. As an independent advisor with Raymond James and an Accredited Asset Management Specialist (AAMS) at Pendle Hill Advisors, I am dedicated… Continue reading Enhancing Charitable Impact Through Strategic Giving

[ad_1] Our experts answer readers’ banking questions and write unbiased product reviews (here’s how we assess banking products). In some cases, we receive a commission from our partners; however, our opinions are our own. Terms apply to offers listed on this page. I asked a financial planner to look at my money and help me… Continue reading I Asked a Financial Planner How to Save More Money in 2024

[ad_1] Financial Advisors Recommend Personalized Emergency Funds amid Economic Uncertainty In the face of economic uncertainty and potential financial upheaval, financial advisors are emphasizing the importance of cultivating an individualized emergency fund. A recent CNBC Momentive survey illuminated a concerning reality: over half of Americans do not have an emergency fund. Even among those who… Continue reading A Must in Economic Uncertainty

[ad_1] As the child-free lifestyle surges in popularity among younger generations, many might imagine it means having a lot more money to spend, but that’s not always the case. As the child-free lifestyle surges in popularity among younger generations, many might imagine it means having a lot more money to spend, but that’s not always… Continue reading Child-free finances: How your financial needs, concerns differ if you don’t have kids

[ad_1] ©Shutterstock.com With a new year comes new opportunities for your financial situation. GOBankingRates spoke with a financial advisor to gather ideas for improving your finances in 2024 and devised a list of the 10 most important things. Dominic James Murray, CEO and independent financial advisor at Cameron James, provided insights into awesome financial moves… Continue reading 10 Most Awesome Things You Can Do for Your Finances in 2024

[ad_1] Financial advisor and columnist Michele Cagan I’m turning 68 shortly and plan to wait to claim my Social Security at age 70 to maximize the monthly benefit. I also plan to retire at the end of the year, if not sooner (so in three months or less). Does withdrawing from my traditional IRAs (current… Continue reading I’m 67 With $218k in an IRA. Should I Start My Withdrawals Now to Reduce Future RMD Taxes?