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Tag: retirement

Savings

7 Mistakes People Make When Choosing a Financial Advisor

November 21, 2023. SmartAsset

Avoiding these blunders can potentially help you prevent years of stress.

Retirement

Startup Raises $161 Million to Tackle the Retirement Industry

November 17, 2023. SmartAsset

Learn about the no-cost service that’s changing the way people retire.

Retirement

Is Roth IRA Conversion Really Worth It?

November 15, 2023. SmartAsset

Have you considered a Roth IRA conversion? Here’s a primer on the potential benefits, as well as the drawbacks.

Retirement

Is It Better to Take RMDs Monthly or Annually?

November 08, 2023. SmartAsset

The best way to take required minimum distributions from retirement accounts depends on your financial situation.

Life Insurance

Term vs. Whole Life Insurance: What Is the Difference?

November 03, 2023. Robert Yaniz Jr

Thinking about life insurance but not sure if you should go with a whole or term policy? We explore the basics of each to help you determine which plan is right for you.

Retirement

5 Questions to Ask When Choosing a Financial Advisor

October 25, 2023. SmartAsset

The questions you ask can help you find the financial advice to work towards your goals

Retirement

This Could Potentially Double Your Retirement Savings

September 13, 2023. SmartAsset

Research shows that working with a financial advisor could help you make the most of your retirement savings.

Mortgages

5 Popular Housing Options for Retirees

September 09, 2023. Andrew Sheldon

With the increased need of daily assistance and medical care, choosing the right housing is critical for retirees.

Day Trips

20 Awesome Day Trips in N.J.

August 17, 2023. AAA Staff

Historic sites, botanical gardens, beaches, Atlantic City and more – there’s so much to do in New Jersey!

Savings

Financial Planning in Your 20s and 30s

August 01, 2023. Molly Clark

How to manage your money, even when it feels impossible.