Tag: Financial consulting
Benefits of investing your health savings account
Peter Cade | Photodisc | Getty ImagesAs open enrollment arrives, millions of Americans face key decisions, such as...
Inherited IRAs have a key withdrawal change for 2025. What to know
If you inherited an individual retirement account, there is a key change for 2025 that — without action...
How expiring ACA health insurance subsidies may affect Roth conversions
Alvaro Gonzalez | Moment | Getty ImagesMore from Financial Advisor Playbook:Here's a look at other stories affecting the...
How retirees can get a bigger tax break for charitable gifts with QCDs
Zero Creatives | Connect Images | Getty ImagesMore from Financial Advisor Playbook:Here's a look at other stories affecting...
S&P 500 set-it-and-forget-it strategy due for a rethink: experts
Trevor Williams | DigitalVision | Getty ImagesThe S&P 500 index closed at a new all-time high on Wednesday...
Pros and cons of robo-advisors versus human financial advisor
Alvaro Gonzalez | Moment | Getty ImagesIn some cases, an investor can simply rely on a robo-advisor to...
How financial advisors make money
Anciens Huang | Moment | Getty ImagesWhen you're hiring a financial advisor, it's crucial to understand how that...
How to find the right advisor for you
Seizavisuals | E+ | Getty ImagesAlmost half of Americans — 47% — don't have a written financial plan,...
Fiduciary standard helps you to know who to trust with money advice
Violetastoimenova | E+ | Getty ImagesIt can be hard to know who you can trust with financial advice....
Red flags to watch out for when picking a financial advisor
Image Source | Image Source | Getty ImagesWhether through a friend of a friend or on FinTok, there are...
How to invest in gold as bullion surges to record highs above $3,700
As a safe-haven investment, gold tends to perform well in low-interest-rate environments and during periods of political and...
How the 20-4-10 car shopping rule works
Milorad Kravic | E+ | Getty ImagesWhen buying a car, whether new or used, experts say that a...