A fiduciary makes a legal commitment to providing clients impartial and informed guidance on their money. One would hope that anyone holding themselves out to be a fiduciary is, in fact, meeting this ...
My wife (62) and I (60) have $2.4 million in our Edward Jones IRA account and have no mortgage payment and our children are out of the house. Do we really need a financial advisor (at 1%) or could we ...
The most significant generational wealth transfer in U.S. history is underway, with an estimated $120 trillion in assets ...
People often avoid this topic because it exposes financial gaps, but facing it brings control that silence never does. This ties directly to money questions that demand hard numbers. It’s ...
Advisors rooted in your interests revisit your goals often and adjust the plan as your life changes. When the strategy becomes generic, stagnant, or misaligned, it’s a sign that the advisor is no ...
How I’m doing: My husband and I have been dedicated dollar-cost averagers for years—into our 401 (k)s, my health savings ...
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