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☆ 4 mistakes financial planners say are hurting your retirement plan
  + stars: | 2024-07-19 | by ( Rachel Morgan Cautero | Avril Ayers | Read More | ) www.businessinsider.com   time to read: +6 min
Many people fail to adjust their retirement savings when their income grows. I started making my retirement savings strategy a priority, from automating monthly contributions to maxing out various savings vehicles, from 401(k) plans to SEP IRAs. Not adjusting your retirement savings with your lifestyleAnother retirement mistake? Consider a financial advisor. Finding a financial advisor doesn't have to be hard.
Persons: —, it's, Brent Weiss, there's, isn't, ​ ​ Jen Reid, Michael J, Ashley Feinstein Gerstley, you'll, Weiss, doesn't Organizations: Service, Yardley Wealth Management Locations: Roth
☆ A financial planner who helped clients through the Great Recession has 5 tips for getting through the next one
  + stars: | 2022-11-25 | by ( Laura Mccamy | Read More | Read Less | ) www.businessinsider.com   time to read: +8 min
Financial planner Michael Garry opened his firm in 2006 and helped clients through the Great Recession. With a possible recession on the horizon, he advises sticking to your plan and investing more if you can. For those who lived through the Great Recession of 2007 to 2009, the prospect of another downturn is unsettling. Stick with your plan"If you have a plan, stick with your plan," Garry says. Editor's Rating 3.9/5 A five pointed star A five pointed star A five pointed star A five pointed star A five pointed star Editor's Rating 4.65/5 A five pointed star A five pointed star A five pointed star A five pointed star A five pointed star Editor's Rating 4.34/5 A five pointed star A five pointed star A five pointed star A five pointed star A five pointed star Learn more On Acorns' website Learn more On SoFi's website Learn more On Wealthfront's websiteAvoid get-rich-quick investmentsEconomic uncertainty can make us susceptible to investments that promise fast returns, but traditional investments remain your best bet.
☆ 7 signs you need to see a financial planner immediately
  + stars: | 2022-07-30 | by ( Laura Mccamy | Read More | Read Less | ) www.businessinsider.com   time to read: +9 min
We all love to DIY, but there are certain times when seeking professional financial help is wise. Michael Garry, a financial planner, self-described "recovering lawyer," and founder and CEO of Yardley Wealth Management outlined seven situations where you should talk to a financial planner. Garry suggests talking to a financial planner before doing anything with a windfall, especially if the money is new to you. College decision time is a critical moment to sit down with a financial planner and figure out the ramifications of different school choices. For people whose stress comes from crushing debt, the fee for a financial planner may be unaffordable.
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