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Suze Orman doesn't - 1 Suze - 1 Orman - 1 Chris Wallace - 1 Max - 1 Orman — - 1 Wallace - 1 here's - 1
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Georgetown , Texas East Norwich N.Y Los Angeles
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Garrett Planning Network - 2 CNBC - 1 Internal Revenue - 1 Vanguard - 1 Ferri Investment Solutions - 1 Investment - 1 Consumer - 1 Consumer Federation of America - 1

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6 mentions found


☆ Are you financially illiterate? Suze Orman says 'probably 95%' of Americans are
  + stars: | 2023-11-03 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +5 min
When asked by Wallace what percentage of Americans she thought were financially illiterate, she said, "Truthfully, probably 95%." So-called "traditional" accounts, including 401(k)s and individual retirement accounts, give you a tax break up front. Because you fund these accounts with money you've already paid taxes on, your contributions don't count against your taxable income. Contributions to these accounts are made with after-tax money, but investments in them grow free from federal or state tax. You can contribute to any state's plan — and each plan comes with different investing options — but you'll generally only receive tax benefits, if they're offered, by investing in your home state's plan.
Persons: Suze Orman doesn't, Suze, Orman, Chris Wallace, Max, Orman —, Wallace, here's, Roth, you've, Sheryl Garrett, Powers, they're Organizations: Garrett Planning Network, CNBC, Internal Revenue
☆ Is a Financial Advisor Worth It?
  + stars: | 2023-10-24 | by ( Bernice Napach | ) www.wsj.com   time to read: +12 min
The right financial advisor can help you find the right answers to your life’s biggest, most difficult financial decisions. A one-time feeIf all you need is a comprehensive financial plan—a look at how your current savings, including your 401(k) and investments stack up—you don’t need to retain a financial advisor. When a financial advisor may be worth the costA financial advisor is worth paying for if they provide help you need, whether because you don’t have the time or financial acumen or you simply don’t want to deal with your finances. You want reassurancePlenty of investors work with a financial advisor for less tangible reasons too. ”It’s important that you get quality fiduciary advice on all those subjects because they’re irrevocable.”When a financial advisor probably isn’t worth the costThere are several financial areas where paying for a financial advisor may not be worth the cost, especially if you are willing to do a little basic research and have the discipline to stick to your goals.
Persons: Bernice Napach, ”, Rick Ferri, Read, it’s, that’s, won’t, Fee, Micah Hauptman, Peter Palion, —, “ They’re, ” Sheryl Garrett, Eric Amzalag Organizations: Vanguard, Ferri Investment Solutions, Investment, Consumer, Consumer Federation of America, IRS, Advisors, Garrett Planning Network, Peak Financial Locations: Georgetown , Texas, East Norwich, N.Y, Los Angeles
☆ The cost of investing has been falling. Here's what investors should know
  + stars: | 2023-04-26 | by ( Pia Singh | ) www.cnbc.com   time to read: +5 min
High fees can take a bite out of your portfolio returns, but the good news is that it's becoming cheaper to invest. Financial services firms charge clients a fee to invest their funds, typically withdrawn from their investment assets. Increased competition, notably in the ETF market and between direct-sold mutual funds, has also contributed to lower investment costs, Hauptman said. "It's important for investors to not just look at one piece of the investing puzzle to the extent that they're getting products and services," Hauptman said. Watch for other costs: If you're investing through a brokerage account, keep an eye out for transaction fees, which can be very painful for the most active investors.
☆ How to Pick a Financial Advisor
  + stars: | 2023-03-17 | by ( ) www.wsj.com   time to read: +12 min
Read on to get started:Types of financial advisorsMany financial professionals, including financial planners, securities brokers, investment managers, and insurance brokers call themselves financial advisors so it’s important to know exactly what services an advisor provides before hiring one. Financial advisor designationsThere are myriad designations for financial advisors but only a handful that indicate the expertise most consumers need. CPAs, or Certified Public Accountants, can be certified with a Personal Financial Specialist credential, which combines their tax expertise with personal financial planning knowledge. How to find a financial advisorFinding a financial advisor is not so different from finding any other specialized service you’re in the market for. The right financial advisor can help navigate your financial life, from budgeting everyday spending to fulfilling long-term financial goals over a lifetime including the purchase of a home and a comfortable retirement.
☆ How to Find a Financial Advisor
  + stars: | 2022-10-21 | by ( ) www.wsj.com   time to read: +12 min
Read on to get started:Types of financial advisorsMany financial professionals, including financial planners, securities brokers, investment managers, and insurance brokers call themselves financial advisors so it’s important to know exactly what services an advisor provides before hiring one. Financial advisor designationsThere are myriad designations for financial advisors but only a handful that indicate the expertise most consumers need. Advisor fees and minimumsHow a financial advisor gets paid can be as important as how much you pay them because you want an advisor whose paramount consideration is your best interest, not their own, and whether or not that is the case is largely determined by how you pay them. How to find a financial advisorFinding a financial advisor is not so different from finding any other specialized service you’re in the market for. The right financial advisor can help navigate your financial life, from budgeting everyday spending to fulfilling long-term financial goals over a lifetime including the purchase of a home and a comfortable retirement.
☆ Can you afford a 'second act' after retirement? Here are some questions to ask yourself
  + stars: | 2022-10-15 | by ( Andrew Osterland | ) www.cnbc.com   time to read: +3 min
Fg Trade | E+ | Getty ImagesAre you ready for a "second act" in retirement? Although they may long to quit a job and pursue a passion — a "second act" — their financial state will make that difficult. "We need to have a second act," she added. The key to figuring out your second act, Garrett said, is starting with a realistic self-assessment that answers several important questions: • What is your passion? Depending on your financial circumstances, a second act may still have to provide you with substantial income to make sense — in effect, you'll be "unretiring."
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