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Asking for a Friend - Can you talk about 401K 20% mandatory tax withholding? Does this also apply to other retirement plans?
Asking for a Friend - Can you talk about 401K 20% mandatory tax withholding? Does this also apply to other retirement plans?
Asking for a Friend - My refund for taxes was much lower this year than it has been in the past, did tax rates or brackets change this year? (Copy)
Asking for a Friend - My refund for taxes was much lower this year than it has been in the past, did tax rates or brackets change this year? (Copy)
Asking for a Friend - I'm so confused about annuities. I've read they are good and that they are bad, so I don't know if they are right for me. Any tips?
Asking for a Friend - I'm so confused about annuities. I've read they are good and that they are bad, so I don't know if they are right for me. Any tips?
Asking for a Friend - I've been thinking about referring a friend to you - but I don't know how to say to her "I think you need help." Any tips?
Asking for a Friend - I've been thinking about referring a friend to you - but I don't know how to say to her "I think you need help." Any tips?
Asking for a Friend - I'm trying to teach my daughter about investing - any tips?
Asking for a Friend - I'm trying to teach my daughter about investing - any tips?
Asking for a Friend - I've seen commercials on TV for reverse mortgages, is that something that I should consider?
Asking for a Friend - I've seen commercials on TV for reverse mortgages, is that something that I should consider?
Asking for a Friend - What is the best way for me to earn extra money without having a side hustle or a 2nd job?
Asking for a Friend - What is the best way for me to earn extra money without having a side hustle or a 2nd job?
Asking for a Friend - How do I know if I need a LTC policy, and when should I get one?
Asking for a Friend - How do I know if I need a LTC policy, and when should I get one?
Asking for a Friend - How do I know if I need to adjust my withholding? And if I should make an adjustment, how do I do it?
Asking for a Friend - How do I know if I need to adjust my withholding? And if I should make an adjustment, how do I do it?
Asking for a Friend - My parents currently don’t need any help with their finances, but I am thinking about what happens down the road. Where do I start?
Asking for a Friend - My parents currently don’t need any help with their finances, but I am thinking about what happens down the road. Where do I start?
Asking for a Friend - I recently received an offer from my credit card allowing me to divide up a large purchase into monthly payments with no fee or interest charges. Is this a good idea?
Asking for a Friend - I recently received an offer from my credit card allowing me to divide up a large purchase into monthly payments with no fee or interest charges. Is this a good idea?
Asking for a Friend - How do I add a beneficiary to a bank account?
Asking for a Friend - How do I add a beneficiary to a bank account?
Asking for a Friend - The stock market just hit an all-time high. Why is my portfolio still worth less than what it was at the end of 2022?
Asking for a Friend - The stock market just hit an all-time high. Why is my portfolio still worth less than what it was at the end of 2022?
Asking for a Friend - I've spent the last year nailing down my spending plan; what would you recommend I focus on next to improve my financial health?
Asking for a Friend - I've spent the last year nailing down my spending plan; what would you recommend I focus on next to improve my financial health?
Asking for a Friend - I’m still seeing CD rates at my local bank over 5%. I’ve heard those rates may not last too much longer. Should I take advantage of them while I can?
Asking for a Friend - I’m still seeing CD rates at my local bank over 5%. I’ve heard those rates may not last too much longer. Should I take advantage of them while I can?
Asking for a Friend - How should someone in their 30’s start saving for retirement if they work a few part time jobs in the restaurant business that do not offer any retirement plans?
Asking for a Friend - How should someone in their 30’s start saving for retirement if they work a few part time jobs in the restaurant business that do not offer any retirement plans?
Asking for a Friend - I want to apply for one of those credit cards that give you points for travel. Is that a good idea?
Asking for a Friend - I want to apply for one of those credit cards that give you points for travel. Is that a good idea?
Asking for a Friend - How does all the Geopolitical Unrest Impact the Stock Market?
Asking for a Friend - How does all the Geopolitical Unrest Impact the Stock Market?
Asking for a Friend - I just received a $5,000 gift from a relative. What should I do with it?
Asking for a Friend - I just received a $5,000 gift from a relative. What should I do with it?
Asking for a Friend - I've been listening to your podcast series about helping aging parents, what should I do if one of my parents goes into the hospital?
Asking for a Friend - I've been listening to your podcast series about helping aging parents, what should I do if one of my parents goes into the hospital?
Asking for a Friend - While I'm dusting off my resume, do you have any other professional related advice for 2024?
Asking for a Friend - While I'm dusting off my resume, do you have any other professional related advice for 2024?
Asking for a Friend - I noticed on the news that stocks are up a lot more than my stock funds, does that mean I don't have good funds?
Asking for a Friend - I noticed on the news that stocks are up a lot more than my stock funds, does that mean I don't have good funds?
Asking for a Friend - Should I just go with the retirement plan funds chosen by my employer?
Asking for a Friend - Should I just go with the retirement plan funds chosen by my employer?
Asking for a Friend - My friend recently lost her husband and needs investment advice
Asking for a Friend - My friend recently lost her husband and needs investment advice
Asking for a Friend - What are your favorite sources for financial information?
Asking for a Friend - What are your favorite sources for financial information?
Asking for a Friend - I've seen that Money Market Funds are currently yielding 5%+. Should I be allocating more to cash and less to the stock market?
Asking for a Friend - I've seen that Money Market Funds are currently yielding 5%+. Should I be allocating more to cash and less to the stock market?
Asking for a Friend - I'm using an excel spreadsheet to maintain my budget. Is there an easier way to stay on top of it?
Asking for a Friend - I'm using an excel spreadsheet to maintain my budget. Is there an easier way to stay on top of it?
Asking for a Friend - How often should I be checking my investment portfolio?
Asking for a Friend - How often should I be checking my investment portfolio?
Asking for a Friend - Should I use a password manager?
Asking for a Friend - Should I use a password manager?
Asking for a Friend: It's hard to talk to my spouse/partner about finances and our budget; any tips?
Asking for a Friend: It's hard to talk to my spouse/partner about finances and our budget; any tips?

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