HeyJaredBrandon Renfro
- Indexed articles, last 90 days
- 10
- Latest publication
- Sep 21, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 8, 2026
Latest articles
Ask an Advisor: Is an Independent Advisor or Large Firm Better for Managing My Money? (opens the original)
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SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Is it best to work with an advisor who's independent or part of a large firm? I am not investment savvy and I'm entering retirement. I need to make sure I hire someone or a firm that is going to help and maybe is somehow insured. That's a great question, Sharon. I'll provide some context that I think will help you as you look for an advisor, whether that person works for a large firm or a smaller
Ask an Advisor: What Are My Options for Managing My Retirement Account After I Retire? (opens the original)
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When entering retirement, would it be best to transfer your pension fund and 401(k) from your employer account to your own personal individual retirement account (IRA), keeping them under one roof? There are a couple of things to be aware of as you consider whether to move your retirement accounts after you retire. I like to start by first considering how different decisions affect your plan. Then, I factor in convenience. In your case, I'd separate the components into separate decisions for you
Ask an Advisor: Should I Put My Home and Other Assets in a Trust? When Does it Make Sense for the Average Retiree? (opens the original)
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Trusts can be useful estate planning tools, but they are not automatically necessary for every retiree. Whether one makes sense depends on your assets, family situation, privacy concerns and goals for transferring wealth. For many retirees, a simple will and a few beneficiary designations may accomplish the same goals with less cost and complexity. A financial advisor may be able to help you review how your estate plan fits within your broader financial picture. Connect with a financial advisor
Ask an Advisor: We Pay $500 Monthly for Long-Term Care Insurance and Have Paid $72k. Should We Keep It? (opens the original)
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SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. My wife and I bought long-term care policies 25 years ago when they were relatively cheap. Now, our premiums have increased for the third time to over $500 per month and will rise again in six years. I figure I've already paid about $72,000 in premiums. Now, in our late 70s, I'm trying to decide if I should accept the increases or cancel the policies. What do you think? Nobody likes paying higher
Ask an Advisor: We're in Our 70s With $120k and Social Security. How Can We Make It Last? (opens the original)
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SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. I'm 72 years old and my wife is 70. Over the years, some of our financial decisions were not the best, but we have enjoyed 45 years together so far, having two sons and now two daughter-in-laws and five grandchildren. Our problem is that because we wanted to give our sons the best of everything as a head start in life, we now struggle with borderline problems in our twilight years. Due to health r
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