I’m 72, have a cushy amount invested and was withdrawing 4% a year. But once I pay my financial adviser’s fees and California taxes that won’t be enough. What’s my move?

How to figure out if your adviser is worth what they’re charging you. Getty Images/iStockphoto Question: I have a comfortable balance in my investment account but have a question about only taking out...

‘I’m stretched thin.’ I’m 23 and make $75K a year living in the Northeast. But between rent and other bills I have ‘very little’ in the bank each month. Should I hire a pro to help?

Question: I’m 23 and living in a high-cost area in Rhode Island. I make a $75,000 salary, plus monthly bonuses that will hopefully get me near six figures by the end of the year. I’ve worked full time...

BlackRock Buys Silvergate Stock. Others Are Bullish on the Beaten-Up Crypto Bank.

The world’s largest asset manager, BlackRock disclosed a significant position in Silvergate Capital the beaten-down banker to the cryptocurrency industry whose share price has been a high-profile casu...

As Fed raises rates by a quarter point, here’s where financial advisers are telling their clients to invest — and store — their money

The Federal Reserve boosted its influential interest rate yet again Wednesday, even as more signs indicate that inflation is cooling. It hiked the benchmark’s key rate by a quarter of a basis point, b...

This banking system is set to become the first FDIC-insured bank to offer crypto services – Cryptopolitan

On Wednesday, LevelField declared its ambition to become the first Federal Deposit Insurance Corporation(FDIC)-insured bank to offer digital asset services after acquiring Burling Bank. Not only will ...

Want to earn a guaranteed 4%-4.75% on your money? While this savings vehicle hasn’t been that popular in recent years, pros say it’s now worth another look

The latest rates on certificates of deposit. Getty Images/iStockphoto Looking for a safe place to park your money with a guaranteed return of sometimes 4.5% or more?  While certificates of deposit, or...

10 best high-interest savings accounts for February 2023

10 savings accounts that deliver rates that top 4%. Getty Images/iStockphoto Want to let your hard-earned cash work for you? How about letting it work more than 15x harder than the national average? T...

Michael Burry says sell and Jim Cramer says buy. As the Fed meets, here’s how they both could be wrong on stocks.

Michael Burry, the hedge-fund manager at Scion Asset Management who correctly forecast the 2008 financial crisis, on Tuesday night sent out a one-word tweet: “Sell.” Burry didn’t elaborate, but it’s n...

Financial Banking Giant HSBC Forays Into Crypto and Web3

Bitcoin News The bank has recently advertised several high-level roles in the cryptocurrency sector. The new hire will report to the Global Head of Digital Assets and the Head of HSBC Open. One of the...

SoFi’s banking moves are proving a ‘unique advantage,’ analyst says

SoFi Technologies Inc. continues to win praise for its banking efforts after the digital financial-services company gave an upbeat earnings forecast and touted the benefits of its banking charter for ...

‘My stepmother has been less than ethical’: I suspect my stepmom removed me as beneficiary from my late father’s life-insurance policy. What can I do?

Dear Quentin, My dad passed away in March 2019. My stepmom told me I had an inheritance from my dad.  She ceased communication with me after my dad passed away. I reached out to the Department of Fina...

The U.S. Consumer Is Starting to Freak Out

Listen to article (2 minutes) The engine of the U.S. economy—consumer spending—is starting to sputter. Retail purchases have fallen in three of the past four months. Spending on services, including re...

Opinion: The Fed expects a ‘soft landing’ and no recession for the economy. We could get stagflation instead.

I am especially wary of economists — that includes Federal Reserve members and well as former Fed members — who are quick to see a soft landing for the U.S. economy. Soft landings are rare. Former Fed...

SoFi stock gains after company gives upbeat 2023 earnings forecast

Shares of SoFi Technologies Inc. SOFI, +14.48% were rising 7% in premarket trading Monday after the digital financial services company delivered an upbeat earnings forecast for the full year ahead. Th...

Fed rejects crypto bank’s application to join U.S. payment system

The Federal Reserve Board on Friday rejected a Wyoming-based crypto-centric bank’s application to become a member of the central bank’s exclusive payment system. In a press release, the Fed said the f...

Giant Swiss Bank Bought Up Intel, Disney, and AT&T Stock. It Sold AMD.

A big Swiss bank made a call in chip stocks, and loaded up on media and entertainment shares. Julius Baer of Zurich bought up Intel (ticker: INTC), Walt Disney (DIS), and AT&T (T) stock, and sold ...

‘Timing Couldn’t Be Worse’: Inflation Is Easing, but More People Are Using Credit Cards for Unexpected Expenses Amid Climbing Interest Rates

A record number of people say they would need to pay for an unplanned $1,000 expense by using their credit card, according to a new survey showing the burden of high prices even as inflation rates ebb...

‘Timing couldn’t be worse’: Inflation is easing, but more people are using credit cards for unexpected expenses — and the next Fed meeting will raise borrowing costs

A record number of people say they would need to pay for an unplanned $1,000 expense by using their credit card, according to a new survey showing the burden of high prices even as inflation rates ebb...

Where Are Stocks, Bonds and Crypto Headed Next? Five Investors Look Into Crystal Ball

A new trading year kicked off just weeks ago. Already it bears little resemblance to the carnage of 2022. After languishing throughout last year, growth stocks have zoomed higher. Tesla Inc. and Nvidi...

How to get a 6% return in bonds this year, according to Guggenheim

After an awful year, a straightforward strategy has been shaping up for investors to get an estimated 6% return in the bond market, according to Guggenheim Partners. The Federal Reserve’s rapid pace o...

Who gives the best retirement advice? Suze Orman and Dave Ramsey or economists?

Millions of people get their financial advice from non-economists, personal finance authors such as Robert Kiyosaki, author of the bestselling book, “Rich Dad Poor Dad“, which has sold 32 million copi...

American Express stock climbs after dividend boost, upbeat earnings forecast

American Express Co. exceeded $50 billion in annual revenue last year for the first time, buoyed by continued strong spending levels among its customer base. While the card giant came up short of prof...

My job is being eliminated and I will get a severance package. Is that considered income for IRS limits on Roth IRA contributions?

I know my job is being eliminated at the end of March 2023. I will receive a severance package paid out over a period of almost one year. I understand I will not be able to make 401(k) deductions from...

Fed set to deliver quarter-point rate hike along with ‘one last hawkish sting in the tail’

The Federal Reserve will downshift to a 25 basis point rise in its policy interest rate at their upcoming interest-rate meeting and will work overtime to make sure that the market doesn’t get the idea...

Energy Earnings Could Drop 11%

After two years of skyrocketing growth, oil and gas earnings are now past their peak. The good thing for the stocks is that the peak was remarkably high, and the decline is likely to be very gradual. ...

Bed Bath & Beyond Says Banks Have Cut Off Its Credit Lines

Bed Bath & Beyond Inc. said it doesn’t have the funds to repay its banks after they determined the retailer has defaulted on its credit lines. The home-goods chain said Thursday it received a noti...

Blackstone profit falls, but distributable earnings beat estimates

Blackstone Inc. BX, +3.02% stock fell 1% in premarket trades on Thursday after the private equity firms said its fourth-quarter net income fell to $557.9 million, or 75 cents a share, from $1.4 billio...

Earn a guaranteed 4%, with no minimum deposit? These savings accounts offer just that.

Should you switch banks? Getty Images/iStockphoto If you’re still with the same old bank you’ve been with for years, you may be losing out on money. Indeed, while the average savings account is still ...

Bitcoin’s Rally Is Built on Low Trading Volume. That Adds to the Risks.

Bitcoin has rocketed 37% since the start of the year, completely erasing its losses after the demise of the cryptocurrency trading platform FTX. But there is ample reason investors shouldn’t chase the...

Opinion: 6 cheap stocks that famed value-fund manager Bill Nygren says can help you beat the market

These are tricky times in the stock market, so it pays to look to the best stock-fund managers for guidance on how to behave now. Veteran value investor Bill Nygren belongs in this camp, because the O...

The Impact Of The SAFE Banking Act Failure

(Photo by David McNew/Getty Images) Getty Images Key takeaways The SAFE Banking Act is a bill designed to allow cannabis companies to access mainstream financial services, as it remains illegal at a F...