Marrying later in life can be financially complicated. Here are five things you should work through before saying "I do." https://t.co/yrw4xUeQjQ ...

Big life events can change your financial picture in ways that require more than a do-it-yourself approach https://t.co/hOWHmTJo7p ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. A growing number of women are actively shaping their own financial futures by investing and building wealth on their own terms, according to J.P. Morgan Wealth Management's latest investor study. These women are taking control of their financial journeys in ways that go beyond the old narrative of waiting to inherit wealth. The study found that though many older women are already benefitting from the Great ...

A Health Savings Account (HSA) can not only help you save for medical expenses, but it can also create a financial cushion for the future. Here’s how ➡️ 1207291.2.0 ...

Core Insights - The article discusses the importance of evaluating financial advisors, particularly in light of performance relative to benchmarks like the S&P 500 [1][5] - It emphasizes that comparing overall portfolio returns to the S&P 500 without considering asset allocation can be misleading [2] Group 1: Financial Advisor Evaluation - Investors should assess whether their advisor's fees and strategies are providing adequate value, especially if returns are consistently below benchmarks [5][6] - The article suggests that if a significant portion of investments is in stocks and underperforms compared to the S&P 500, it may be time to consider alternative options like index funds or robo-advisors [6] Group 2: Role of Financial Advisors - Financial advisors can be beneficial for navigating complex financial decisions, including retirement and estate planning [3] - They typically charge fees that can range from 0.25% for robo-advisors to 2% for full-service wealth managers, and their services are particularly valuable during major life events or financial stress [4]

Retirement Planning - A couple in their early 80s is considering a Roth conversion [1] - The decision is driven by the potential need for one spouse to manage finances alone in the future [1] - A financial expert's opinion is being sought [1]

Saving your first $100,000 is one of the hardest financial tasks a working person can undertake. However, experts stress that it's worth it—after that, your money works for you, multiplying with ease. https://t.co/P3fBm3vVV9 ...

Group 1: Income Lab's AI Tools - Income Lab announced a suite of AI tools designed to assist advisors in retirement income planning, including AI Plan Builder, AI Interviewer, and AI Assistant [1][2] - The AI tools aim to reduce manual processes, allowing advisors to focus more on strategy and client relationships [2] - The AI Interviewer captures key financial information from clients through a series of questions, while the AI Plan Builder automates data entry by processing unstructured data from various sources [3] - The AI Assistant provides support to advisors by answering questions and assisting with software training [4] - The AI tools are available as a free tech preview for all Income Lab users until the end of the year, with a webinar scheduled for October 28 [5] Group 2: Advyzon's Financial Planning Initiatives - Advyzon is enhancing its financial planning capabilities by developing new tools and has appointed industry veterans Kevin Hughes and Tony Leal to lead these efforts [6] - The upcoming planning tools will integrate goal-based investing and cash flow planning features into the Advyzon platform [7] - Advyzon plans to launch these new tools in 2026, following the recent introduction of its Sphere platform for managed portfolios [7]

Financial Planning Goals - The subject aims to align savings with short and long-term objectives [1] - The subject seeks financial planner's advice for a 10-year plan [1] Personal Finance Situation - The subject is a full-time behavioral-health technician in southern Utah [1] - The subject is pursuing an undergraduate degree in social work [1]

It's giving season and when you think about making a charitable contribution, you may want to consider what kind of tax break can I get. That should not be your only consideration, but it is something to think about. And many financial advisors say take a multi-year approach because there going to be some changes coming up in 2026.Starting next year, you will be able to take an above the line deduction whether you itemize your tax return or not on charitable contributions up to $1,000 for single filers, up ...