Financial Advisors

By Cara LombardoMay 29, 2023 12:01 am ETOn a farm in upstate New York last weekend, Wall Street types groused about the coming presidential election in between bites of roast pig. Copyright ©2023Dow Jones & Company, Inc. All Rights…
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Canadians looking for some help managing their money through uncertain times might wish to turn to a financial planner or advisor to guide decisions on everything from investments to getting out of debt. But as complicated as planning…
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Edwin Tan | E+ | Getty ImagesBreakups are always hard.The relationship with your financial advisor is no different. But there are some telltale signs it's probably time to call it quits, experts say."When it comes down to it, it's a…
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Chuyn | Istock | Getty ImagesIf you've dreamt of working or retiring abroad, you may be tempted by the possibility of cheaper housing or healthcare. But there are some things to consider before making the jump.Jude Boudreaux, partner and…
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Alistair Berg | Digitalvision | Getty ImagesDeath and taxes are, as Benjamin Franklin famously declared, two of life's certainties.Investment fees may be a worthy addition to that list in the modern era — though not all investors are aware…
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Skittish savers can protect their deposits in many different ways if they are uneasy about the safety of their money after the failure of Silicon Valley Bank.Federal authorities rescued SVB’s customers…
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Despite the cooling market, many homeowners made money selling their property in 2022 — and part of that windfall may be taxable.Home sellers made a $112,000 profit on the typical sale in 2022, a 21% increase from 2021, and a 78% jump from…
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Prathanchorruangsak | Istock | Getty ImagesWhether you're starting a new job or updating retirement savings goals, you may need to choose between pre-tax or Roth 401(k) contributions — and the choice may be more complex than you think.While…
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If you're expecting a refund this season, it's critical to file a complete and accurate tax return to avoid "extensive processing" and delays, according to the IRS.   One of the keys to error-free filing is including all your required tax…
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If you made a Roth individual retirement account conversion in 2022, you may have a more complicated tax return this season, experts say. The strategy, which transfers pretax or non-deductible IRA funds to a Roth IRA for future tax-free…
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