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Investors Relying on Roboadvisers Are Seeking a Human Touch

Investors like Ms. Jones, who is a mentee of Mr. Matthews, represent both the potential and the pitfalls of apps that make buying stocks as easy as ordering a pizza. […]




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Advice for Handling Retiring During a Financial Downturn

Most Americans finance their retirement with a certain amount of faith: Investing will help their savings keep pace with inflation, institutions will continue to work as they always have, it […]




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When a Woman’s Retirement Account Becomes the Family Emergency Fund

That includes one of Ms. Wall’s former clients, who was heading for financial ruin because she had emptied a retirement account to help her daughter fight a custody battle. “I […]




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Using Tech to Optimize Your Social Security Benefits

Benefits are adjusted annually for inflation, and they are not affected by the ups and downs of financial markets. Perhaps most important, benefits are guaranteed for life, which makes Social […]




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Many Pandemic Retirees Weren’t Ready. How to Cope if You’re One of Them.

Andrea Jones hadn’t yet settled on a date to retire from her customer service job at United Airlines when Newark airport started looking like a ghost town in March 2020. […]




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Dad, a Death Sentence and the Planner Who Set Us Straight

My siblings and I had always gotten on quite well, but we feared a breakdown in overall family dynamics if we weren’t careful, even as we were desperate to act […]