Latest articles by Pam Krueger
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Post-Disaster Financial Planning: How to Protect Your Assets
A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster.
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How Her Financial Adviser Changed Her Life
Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship.
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Rattled by RMDs? Look No Further
The rules for required minimum distributions (RMDs) have changed in recent years, so here's what to know as the end of the year (and a tax deadline) approaches.
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
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How to Roll Over Your 401(k) Without Costly Regrets
Rolling your 401(k) over to an IRA the wrong way could cost you big-time in taxes and penalties. It’s worth it to consult a professional first.
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How to Get Your Money's Worth From Your Financial Adviser
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations.
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I Didn’t Think I Needed an Estate Plan Until This Happened
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself.
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Hot Tips for Home Buyers and Sellers Right Now
Real estate looks to be especially hopping this spring, thanks to pent-up demand and buyers adjusting to higher mortgage rates. Here’s how you can prepare.
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Want to Retire Abroad? Five Things to Know About Your Money
To prevent your retirement dream from becoming a nightmare, you should carefully consider the logistical and financial hurdles of retiring outside the U.S.
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Retirement Tips for 2024 From Five Retirement Experts
From Rothifying IRAs to navigating changing tax laws, these fiduciary advisers share the recommendations they’re making to their clients this year.
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A One-Time Financial Plan: Valuable or Dangerous?
Financial planning is not a set-it-and-forget-it exercise. While a one-time plan can help in the moment, ongoing financial planning rolls with your changes.
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Glass-Half-Empty Retirement Outlook? Here’s Some Advice
Three financial advisers who specialize in retirement income planning offer some guidance aimed at trying to ease the concerns of soon-to-be retirees.
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Should I Pay a Financial Adviser an Assets Under Management Fee?
Investors want ‘clear and understandable’ fees when it comes to their financial advisers, and while the AUM fee model can make sense, it’s not conflict-free.
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The SECURE 2.0 Act’s Five Biggest Winners
Almost anyone planning for retirement wins with the SECURE 2.0 Act provisions, but some people could be bigger winners than others.
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4 Strategies That Work in a Bear Market
Before you start bailing out of stocks, take a moment and consider these four time-tested bear market strategies.
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How to Avoid a Summer of Scams – Expert Tips to Help Aging Parents
Scams Financial professionals share their top tips to help avoid becoming a statistic in a summertime wave of identity theft, account hacks and telemarketing fraud.
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Is There a Right Way to Invest in Bitcoin in 2022? Yes.
cryptocurrency Before you buy into Bitcoin, Ethereum or any other form of cryptocurrency, first, decide whether you want to be a dabbler (which is OK!) or a serious investor.
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What Fee-Only Financial Advice Really Means – and Why It Matters
Financial Planning You’ve probably heard the term “fee-only financial adviser," but maybe you don’t quite grasp how that works or why it’s far better than the alternatives. Here’s the real scoop on financial planning fees.
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How to Spot (and Squash) Nasty Fees That Hide in Your Investments
retirement planning Your annual investment statement might look hot this year, but it’s probably missing one very important figure: the fees you paid.
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5 CARES Act Benefits to Take Advantage of Before Year’s End
personal finance If you haven’t taken action yet, there is still some time to make the most of the CARES Act benefits, including charitable tax deductions and penalty-free early IRA withdrawals.
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Working for a Startup: How Well Do You Know Your Employee Stock Options?
Employee Benefits They're potentially lucrative, but also complicated and definitely not a sure thing. Get the right advice before you make any moves.
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Just OK Is Not Good Enough for a Financial Plan
Financial Planning Each phase of your life, starting with single and broke and ending with retirement, comes with its own set of challenges. So, you need more than just a "plan," you need an expert financial fitness coach.
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Who Says I Can't Retire?
retirement Not many people have $1 million or more saved for their retirement. If you are one of those falling short, take heart: There are some adjustments you can make to help make it work.
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Some Financial Adviser Credentials Are Not Trustworthy
Financial Planning Which certifications should you look for in your financial professional – and which ones could actually be warning signs?
Financial Planning
