12 Best Robo-Advisors of December 2023

[ad_1] Pamela de la Fuente is the assigning editor on NerdWallet’s taxes vertical. Her team covers tax brackets and rates, income tax filing and tax-advantaged retirement accounts, among other topics. She has been a writer and editor for more than 20 years. Pamela joined NerdWallet after working at companies including Hallmark Cards, Sprint Corp. and… Continue reading 12 Best Robo-Advisors of December 2023

10 Best Financial Advisors of December 2023

[ad_1] NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. They are not intended to provide investment advice. NerdWallet does not and cannot guarantee the accuracy or applicability of any… Continue reading 10 Best Financial Advisors of December 2023

How to Choose a Financial Advisor

[ad_1] A financial advisor helps people manage their money and reach their financial goals. Advisors can provide a range of financial planning services, from money management and budgeting guidance to investment management. Some financial advisors have additional certifications or expertise that allow them to help with complex financial topics, such as estate planning, insurance needs… Continue reading How to Choose a Financial Advisor

Not Working With a Financial Advisor? You’re Missing Out on 4 Benefits

[ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our partners. Our opinions are always our own. While the services of a financial advisor don’t come free, your investment can pay off in spades over… Continue reading Not Working With a Financial Advisor? You’re Missing Out on 4 Benefits

I’m 55 With a $3 Million Net Worth and $5k in Monthly Expenses. Can I Retire Now?

[ad_1] Financial advisor and columnist Brandon Renfro I’m 55 and would like to retire now with a $3 million total net worth. I’m assuming my net worth will grow, on average, 5% until I’m eligible for Social Security. My house is paid off and my lifestyle is simple. I can live with $5,000 per month.… Continue reading I’m 55 With a $3 Million Net Worth and $5k in Monthly Expenses. Can I Retire Now?

I’m a financial planner, and I always recommend the same strategy to recession-proof your retirement

[ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our partners. Our opinions are always our own. If you have decades before retirement, you don’t have to worry much about the market dropping. But if… Continue reading I’m a financial planner, and I always recommend the same strategy to recession-proof your retirement