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Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.
March 23 -
Market plunges are normal and stocks are likely to recover and earn a positive return over the long term, says an expert.
March 20 -
“I don’t think the volatility will be over until we’re finished with this virus,” one RIA says.
March 19 -
“Having retirement assets in both traditional and Roth accounts can help clients hedge their tax bets for retirement,” an expert says.
March 18 -
Clients are advised to keep some of their savings in cash and focus on their long-term prospects.
March 17 -
Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.
March 16 -
While younger clients may be putting away more money than Gen Xers and baby boomers, they’re not better prepared for retirement compared with their older counterparts, experts say.
March 13 -
These retirement vehicles can be less complex and cheaper than alternatives.
March 12 -
“Find ways to generate income,” says one financial planner.
March 11 -
While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.
March 10