Anne Lester knows a thing or two about financially overreaching, overspending and living paycheck to…
Tag:
securities
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Personal Finance
Do you think you’re ready to retire? What you don’t know should worry you.
by adminby adminDo you think you have plenty of money in savings and investments? Are you confident…
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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…
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Dear Dan, A co-worker was telling me that starting this year, we must contribute a…