Among retirement rules of thumb, saving 10 times your salary by 67…
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financial advisor
62 posts
Ask an Advisor: I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?
Ask an Advisor: If I Have a Tax-Deferred 401(K). Can I Convert…
Study: Too Many Americans Are Making This Retirement Mistake
SmartAsset: Alarming number of working Americans cash out retirement accounts when changing…
We're 67 Years Old With $1 Million in IRAs. Is It Too Late to Convert to a Roth?
At 67, you’re presumably at or near retirement. If you have $1…
I Have $1 Million in Savings and a Pension. Should I Delay Social Security and Rely on My 401(k) for 8 Years?
A man considers delaying Social Security past his full retirement age to…
6 Strategies to Help Lower RMD Taxes
Individual Retirement Accounts (IRAs), 401(k)s and other workplace plans can help you…
Ask an Advisor: I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?
Financial advisor and columnist Michele Cagan I am 48 years old. I…
Can I Make $1,000 Bucks Every Month in Dividends?
Dividends are the bread and butter of income investors. You don’t need…
Rebeca Romero Rainey: Authentic connection
Photo by Chris Williams For community banks, marketing often points to finding…
The community bank guide to FedNow resources
Photo by Ismail Rajo/iStock The time has come for the long-awaited FedNow…
Brad Bolton: Keep advocating
Photo by Chris Williams I am grateful to have had the opportunity…
BankOnBuffalo redefines mobile banking
BankOnBuffalo president Michael Noah says the bank’s mobile branch will provide service…
Lindsay LaNore: 7 ideas for cultivating inspiration
By Lindsay LaNore, ICBA The theme for ICBA LIVE 2023 is “Light the…
Valley Bank helps lead women home
Valley Bank offers financial literacy education to women through Hoving Home. Valley…
The benefits of offering virtual advisor services
From left: Coastal Heritage Bank staff Pat Driscoll, Sondra Krieg, Lisa Levy,…
New ICBA chairman Derek Williams’ commitment to community
Derek Williams, president and CEO of Century Bank & Trust in Milledgeville,…
Charles Potts: How to use data to drive bank growth
Photo by Courtney K/iStock By Charles Potts, ICBA If you’ve heard…
Market your community bank with first-party data
Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing…
Rebeca Romero Rainey: Our banking family
Photo by Chris Williams When we assemble at LIVE, it’s about coming…
Rebeca Romero Rainey: A new chapter
Photo by Chris Williams As we enter a new chapter and start…