#financial-advisor-services

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2 months ago
Business

Jill On Money: Summer mail bag

When considering where to invest a significant sum, explore secure options like government securities or Certificates of Deposit.
It's acceptable to pause retirement contributions temporarily to save for short-term goals like a house down payment, but strive to still capture company matches if available.
Evaluate the services provided by financial advisors in terms of the fees charged: personalized financial planning might be worth it as retirement nears, while self-management could be an option for simple asset allocations. [ more ]
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