HeyJaredMatt Becker
- Indexed articles, last 90 days
- 4
- Latest publication
- Aug 27, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Aug 4, 2026
Latest articles
Ask an Advisor: How Do I Find a Truly Independent CFP Not Tied to a Brokerage? (opens the original)
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How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax advice. Everyone I have called turned out to be associated with a brokerage house. This question shows that you're definitely on the right track toward finding a financial advisor who will put your needs first. There's no surefire way of finding the right fit, but there are a few important filters you
Ask an Advisor: Should We Move Our Retirement Assets Into a Target Date Fund or an Annuity? (opens the original)
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SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. We have a combined pension and Social Security income of $8,400 per month that will only drop to $6,730 if one of us passes away. Our RMDs will start soon and we have $1.6 million in a 401(k) which we feel we can use a low-cost (expense ratio 0.12%) total return target fund to avoid the use of a robo-advisor that charges 0.3 – 0.8%. Plus, we have another $350,000 in Roths and a taxable brokerage a
Ask an Advisor: I'm 58 With $700k Saved and No Social Security for 7 Years. How Do I Cover $3,000 Monthly Expenses? (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 58 and I have $700,000 in 401(k)s and IRAs. I have no credit card debt, no auto loan payments and no student loans. I sold my home in California and paid cash for a house in Texas, so I have no mortgage. I'm retired military and bring in about $2,200 per month after taxes. My living expenses are $3,000 per month including property taxes. How can I pay all living expenses without working in my
Ask an Advisor: I'm 49 With $500k Saved and Concerned About Retirement Income. What Are My Alternatives to Annuities? (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 49 years old and I've had a steady job for over 15 years now as a government contractor. I plan to retire at around 65. I have $500,000 in savings between my 401(k), IRA and individual savings accounts. I'm renting, I don't have any debt and I have a small family of three. I'm concerned about my sources of income in retirement. I do not have a pension but I live below my means of income. I rea
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