Wednesday, October 8, 2025

Tag: financial advisor

3 Ways AI Is Quietly Transforming Retirement Planning — and What It Means for Your Money

When you pictured the ways artificial intelligence would change the future, you might have imagined...

Should I Convert 20% of My IRA to a Roth Each Year to Reduce Taxes and RMDs?

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth...

I’m Selling My House and Netting $400k. Will I Owe Capital Gains Tax?

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I’m 58 years old, single and have $970,000 stashed in my 401(k) — can I retire today?

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I’m 67 With $900k in a 401(k), $200k in Cash and $2,400 Monthly Social Security. How Should I Budget?

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Can I Retire at 62 With $680k in a 401(k), $1,600 Monthly Pension and $150k in Cash?

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Fidelity’s Guidelines on How Much to Save and Withdraw for a Secure Retirement

One of the most important questions to answer as you plan your retirement is how much...

Dave Ramsey Says ‘Money Is Not Just Math, It’s Behavior’ — 5 Bad Habits to Break Today

Although it’s easy to blame our money woes on outside economic forces, healthy personal finances...

I’m 64 With $1.2 Million in a 401(k) and $2,800 Social Security. How Should I Plan My Retirement Budget?

For an average single person planning to stop working at 64, a $1.2 million 401(k)...