Remove Fee Only Remove Retirement Remove Risk Tolerance
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Stock Market Highs and Your Retirement

The Chicago Financial Planner

As someone saving for retirement , what should you do now? The PBS Frontline special The Retirement Gamble put much of the blame on Wall Street and they are right to an extent, especially as it pertains to the overall market drop. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you.

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What’s a Fiduciary & Fee-Only Advisor?

Yardley Wealth Management

The post What’s a Fiduciary & Fee-Only Advisor? What’s a Fiduciary & Fee-Only Advisor? A fiduciary and fee-only advisor is an expert who acts in your best interest and only charges a fee for their services. What is a Fee-Only Advisor? What is a Fiduciary?

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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

There are so many products out there – 401(k)s, mutual funds, Individual Retirement Accounts (IRAs), Exchange-Traded Funds (ETFs), bonds, Real Estate Investment Trusts (REITs), etc. Each comes with its own rules, returns, fees, lock-ins, and tax treatments. You do not have to hire a full-time financial advisor and pay hefty fees.

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How Often Should You Rebalance Your 401(k)?

Darrow Wealth Management

First, your investment goals or risk tolerance might change, requiring your asset allocation to be updated. As you approach retirement, managing risk is even more important. If you have a target-date retirement fund in your 401(k), it will automatically rebalance. Why do you need to rebalance your portfolio?

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Should Pre-Retirees Take a New Look at #Retirement Income?

Yardley Wealth Management

The post Should Pre-Retirees Take a New Look at #Retirement Income? Should Pre-Retirees Take a New Look at #Retirement Income? I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. appeared first on Yardley Wealth Management, LLC.

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Finding Your Best Investing Strategy

Your Richest Life

Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. For example, if your 401(k) is sitting in cash or treasury bonds and you retire in 15 years, you might need to make some changes to hit your retirement goals.