Investing & Retiring

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Q&A
Asked by Brett Lyle
Answered by Michael Hoffman PRO+
RFC, CLU, ChFC 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 Dennis
Answered by Kim Miller PRO+
CFP® 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 Theresa
Answered by Kim Miller PRO+
CFP® 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 Per
Answered by Kim Miller PRO+
CFP® 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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