Debt Management Investments Retirement 
Nerd's Eye View
DECEMBER 6, 2023
And because many service offerings have traditionally focused on areas like investments and securities recommendations, there has been little debate about the need to register as an advisor. Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition.
Carson Wealth
AUGUST 25, 2022
By Craig Lemoine, Director of Consumer Investment Research. How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check.
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Darrow Wealth Management
OCTOBER 1, 2022
Is retiring with a mortgage a good idea? Retiring with a mortgage doesn’t typically pose a financial risk, and at times it’s the best financial decision. But paying off a mortgage before retirement has upsides also. Here’s when it may – and may not – make sense to pay off a mortgage before retiring.
WiserAdvisor
DECEMBER 18, 2023
Navigating the journey to retirement can often feel like a complex puzzle, especially when it comes to figuring out how much you need to save. The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years.
Carson Wealth
APRIL 25, 2024
Debt management: Develop a strategy to pay off existing debts efficiently, minimizing interest costs. Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. Emergency fund: Establish and maintain an emergency fund to cover unexpected expenses.
MainStreet Financial Planning
SEPTEMBER 12, 2024
From locking in high yields on savings accounts to refinancing loans and adjusting your investment portfolio, there are steps you can take today to maximize the benefits of lower rates. Savings (Short-Term Focus) When interest rates fall, the returns on savings accounts and other short-term investments like CDs often decrease as well.
Carson Wealth
JANUARY 4, 2024
Which decade should you really start to plan for retirement? Which decade should you focus on managing debt? Invest in yourself. When you’re in your 20s and just getting started in your career, take time to invest in yourself. It’s true from both an investment standpoint and a life standpoint.
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