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By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?
April 4 -
A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?
March 27 -
After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?
March 16 -
A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?
March 9 -
A young lawyer in upstate New York wants to save in a Roth individual retirement account, but his salary is about to push him over the income limit. What should he do?
March 3 -
A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?
February 23 -
Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?
February 13 -
Two newlyweds in New York share everything but their bank accounts. Are they missing out on financial benefits?
February 2 -
Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?
January 19 -
A New York retiree is running out of options to pay for her sick mother's home care. Can advisors help her navigate the Medicaid maze?
January 13