financial advice daughter

The Financial Advice I Give My Daughter

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You’re probably thinking: Isn’t it the same thing you tell your sons? Of course it is. The point is not that women need different guidance. Rather, women need guidance that too often is not given to them. As a financial… Continue reading

 
Charles Schwab blog

Zero Trading Commission Fees Is A Huge Win For Investors

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Schwab announced on Tuesday the elimination of commission fees. Customers can now trade stocks and exchange-traded funds for free. This development marks a significant day in Wall Street history. With the elimination of trading commission fees, it seems the retirement… Continue reading

 

While the Public and Media Debate A Recession or Stock Market Drop, We’re Focused on Giving Investors Straight Answers About Annuity Risk

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In this piece for The Philadelphia Inquirer, journalist Erin Arvedlund reports on whether or not there is a direct correlation between a recession and stock market drop.  In addition, Erin Arvedlund reminds investors the impending SECURE Act of 2019 goes… Continue reading

 

Why FIRE when you can FUND instead?

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You’ve probably already heard about the FIRE movement. FIRE stands for financial independence, retire early. Usually, the people who follow it are in their 20s and 30s and saw what happened to the economy in 2008 and have decided to… Continue reading

 

Shareholder Value Is No Longer Everything, Top C.E.O.s Say

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In this piece for the New York Times, authors David Gelles and David Yaffe-Bellany assert that America’s top CEOs are redefining the role of business. By promising to invest more in their employees and the country beyond shareholder interests, top-tier CEOs are… Continue reading

 

Suze Orman Thinks You Need At Least $5 Million To Retire

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Author and personal-finance guru Suze Orman ruffled a lot of feathers in a recent podcast, saying that people need $5 million — maybe even $10 million — in order to retire. Orman was responding to a question about the “financial… Continue reading

 
Finding Investment Advice for More Modest Retirement Accounts

Finding Investment Advice For More Modest Retirement Accounts

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If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you. But the majority of people… Continue reading

 

All the Ways You Can Mess Up Your 401(k)

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Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held… Continue reading

 
Finding Investment Advice for More Modest Retirement Accounts

Finding Investment Advice For More Modest Retirement Accounts

by

If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you. But the majority of people… Continue reading

 
    

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