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Insights
Ask an Advisor: I am 62, single, retired, and not taking Social Security yet. I have about $800K ($300K Roth, $220K Inherited IRA, $73K in SEP, $200K Cash). With no other income and expenses of $2K month, what funds should I use for living?
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Five Things You Can Teach Your Elementary School Child About Money
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Are You Truly Ready to Retire? A Financial Checklist for a Secure Future
Insights By John Foligno, CMC® John has nearly 30 years of professional work and coaching/mentoring experience, which includes over 10…
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Insights
Ensemble Active Management – Capturing Active Manager Alpha
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Are Gen Z Spoiled and Entitled, or Just Realistic About Finances?
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be…
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Looking for a Financial Advisor in Louisville, Kentucky?
KY By Brian Thorp Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian…
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Your Merck Benefits & Career: Financial Planning for Employees and Executives
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What Tariffs and Trade Wars Mean for Long-Term Investors
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Looking for a Financial Advisor who Serves Women in Technology?
As a woman working in technology, choosing to hire a financial advisor who understands your career path and unique circumstances…
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Insights
Looking for a Divorce Financial Planner?
Find divorce financial planners nearby and online who can offer advice to help you navigate the financial and emotional tolls…
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