I’m 63 and want to retire in 2 years. I’ll have my home paid off and a $130K yearly income. My 401(k) is $180K. Do I need a pro to help?
I am 63 years old and plan on retiring at 65. My annual income will be roughly $130,000 and my home is paid for. My 401(k) at this time has $180,000 in it. What is my next step for a comfortable ...
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Women’s Growing Financial Power Could Reshape Wealth Management, CFP Reports
As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...
6 common tax-filing mistakes and how to avoid them, according to a financial planner
If you take a DIY approach to your taxes, it's easy to make costly mistakes — make sure you have a plan to get it all right.
6 financial planners reveal the money ‘rules’ even they have struggled to follow
“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...