Investing & Retiring

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Asked by Brett Lyle
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Brett, the key to your answer is in your question, "long term". Any investment or savings decision should be weighed against your particular risk tolerance. In very...
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Asked by Theresa
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
If you haven't started yet, it will be way more than you want to. What are your likely monthly expenses in retirement? Start with that and work backwards - a compoun...
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Asked by Dennis
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Interesting question, however, the use of 529 plan assets - tax-free - are narrowly defined and financing costs are not one of them. For example, you cannot use 529 p...
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Asked by Per
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - ETFs and mutual funds are similar in their objective: gaining investment exposure to a specific segment of the stock or bond markets or to the markets as a whole....
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