Olivier Le Moal Co-authored with “Hidden Opportunities” Life is a journey filled with pivotal moments,…
Tag:
Invested
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Personal Finance
The Average American Age 65 and Older Has $232,710 Invested in a 401(k). 3 Strategies to Help You Beat the Average Before You Retire
by adminby adminA 401(k) can be one of your best options for retirement savings. With its high…
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Retirement
I’m 69, retired and my husband and I have about $675,000 invested. I’ve gotten returns of about 3.94% but my financial adviser is charging 1.5%. What’s my move?
by adminby adminQuestion: I’m 69 and retired and my husband is 71. I have a financial planner…
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Personal Finance
I sold my house and invested in IRA CDs. They mature next month. How will I be taxed?
by adminby adminI’m 70 years old and I sold my house in August 2022 for $250,000. I…
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Personal Finance
I’m 75 with $1.5 million invested. A big financial firm says they’ll charge me no advisory fees. On paper, it could save me $150,000 over 10 years. What gives?
by adminby adminQuestion: I’m 75 with $1.5 million invested and have been with my current advisor for…