Using analysis by Fidelity, CNBC Select provides guidance on age-based savings goals that can help you plan for retirement. Getty Images Editor’s Note: APYs listed in this article are up-to-date as of the time of publication. They may fluctuate (up or down) as the Fed rate changes. CNBC will update as changes are made public.…

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Social Security benefits are meager enough, yet these states take some of that money away. Though it can be skimpy, Social Security is a major source of money for retired Americans: The Social Security Administratration says about 1 in 5 older married couples and nearly half of single seniors rely on their benefits for 90%…

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On the first date, you discuss splitting the bill. Soon, you’re planning your first vacation together. Before you know it, you’re engaged and planning a wedding. If you haven’t already, it’s time to have the money talk. Financial things to talk about before getting married Yes, talking about money can be heavy, but it’s important…

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When you decide to choose a wealth advisor, this is a major decision. You’ve worked hard earning this money or preparing for your retirement. Here are six areas of concern to consider:    1. Hiring an advisor who doesn’t put your needs first  You want to hire a wealth advisor who is prepared to answer all of your questions…

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You may need some help deciding what your next financial investment move might be. Find an Wealth Advisor that is right for you below. If you have any questions please give us a call at 504-832-9200  

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The sandwich generation has it tough in the best of times. The pandemic has made it even tougher. Life is chaotic for the Galluzzos with the entire family at home all day. Photo by Gina LeVay Things were hard enough for Jennifer Galluzzo before the pandemic hit. Four years ago, the full-time working mother of three became…

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For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more. Even retirees who are seasoned investors will tell you that transitioning from accumulating to spending from their portfolios is a challenge. The “right” withdrawal strategy seems to be a moving target. Devising an asset-allocation plan that balances safety and…

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The Story Getting rid of credit card debt and investing for retirement are both smart ways to set yourself up for long-term financial health. Meaning you might have some financial FOMO when deciding whether to focus on option A or B. So tell me how to make the right choice. Trick answer…C: build up your emergency…

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Determining if you’re on track to retire can be more manageable if you break it into smaller steps. As the mother of six kids, one of whom had special needs, my mom was organized, to say the least. She carefully calibrated her schedule to accommodate her many responsibilities and she relied on lists, always lots…

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