#financial-advisor
#financial-advisor

Retirement

As the market dips, I'm eyeing dividend plays like KO and PM - what stocks are on your buy list right now?

3 weeks ago

E-Commerce

3 Dividend Stocks to Buy With $10,000 for $652 in Passive Income

Retirement

As the market dips, I'm eyeing dividend plays like KO and PM - what stocks are on your buy list right now?

Retirement

We're on track to spend our brokerage money until 59 - how do we minimize the tax hit on our equity funds?

Retirement

Our retirement plan includes $160K+ in dividends and no major expenses - what are we missing before calling it quits?

Retirement

Retiring with $4M in retirement accounts, $2M home, and VA access - what risks or gaps should we plan for?

Retirement

3 Game-Changing Questions to Ask Before You Retire

My wife and I have banked a few million for retirement so far - what changes we should make to optimize our financial plan?

Couple's $3 million in savings shows strong financial health but necessitates revisiting strategies to support increased family size and future expenses.

I've grown my net worth to nearly $3 million - what risks or blind spots should we be considering?

A 34-year-old Reddit user has nearly $3 million saved, planning for retirement in the next decade while considering family and education expenses.

1 month ago

We're on track to spend our brokerage money until 59 - how do we minimize the tax hit on our equity funds?

Planning for retirement includes considering tax impacts on investment withdrawals.

Retirement

Our retirement plan includes $160K+ in dividends and no major expenses - what are we missing before calling it quits?

Retiring with $4M in retirement accounts, $2M home, and VA access - what risks or gaps should we plan for?

Even with substantial savings, retirees should check for financial blind spots and consider hiring an advisor for better financial planning.

Retirement

3 Game-Changing Questions to Ask Before You Retire

Retirement

My wife and I have banked a few million for retirement so far - what changes we should make to optimize our financial plan?

I've grown my net worth to nearly $3 million - what risks or blind spots should we be considering?

A 34-year-old Reddit user has nearly $3 million saved, planning for retirement in the next decade while considering family and education expenses.

more#retirement-planning

1 month ago

If I withdraw from my IRA before age 75, will it affect my RMDs?

Withdrawing early from your IRA does not reduce your RMDs but impacts future balances.

Startup companies

1 month ago

I have invested in dividends for 15 years-These are the foundations of my passive income plan

High-yield dividend stocks remain a reliable investment for steady passive income and growth.

#social-security

Retirement

My first Social Security check is late and I don't know what to do

Retirement

Here's How I'm Planning to Compensate for Social Security Cuts

Retirement

Retiring With Money? Don't Expect to Take Home Your Social Security Checks in Full

Retirement

My first Social Security check is late and I don't know what to do

Retirement

Here's How I'm Planning to Compensate for Social Security Cuts

Retirement

Retiring With Money? Don't Expect to Take Home Your Social Security Checks in Full

Retirement

I'm about to inherit $1 million from my family - should I live off 5% a year or invest for growth?

Retirement

I rent a studio and make $70K - how do I turn a $1 million inheritance into financial independence?

Retirement

I'm about to inherit $1 million from my family - should I live off 5% a year or invest for growth?

Retirement

I rent a studio and make $70K - how do I turn a $1 million inheritance into financial independence?

I'm 28 and have banked $340k, should I leave my Financial Advisor?

The importance of researching and choosing the right financial advisor is crucial for investment success.

Retirement

I'm 37, married, no kids, house, cars, etc. Bringing in decent income. Looking for someone (company/private) to guide on what to do with the savings, as I think it's just collecting dust.

I'm 28 and have banked $340k, should I leave my Financial Advisor?

The importance of researching and choosing the right financial advisor is crucial for investment success.

Retirement

I'm 37, married, no kids, house, cars, etc. Bringing in decent income. Looking for someone (company/private) to guide on what to do with the savings, as I think it's just collecting dust.

more#financial-advice

#financial-planning

Retirement

I crossed $6 million and had my first call with a financial advisor today and I feel so jaded

Retirement

At $5 Million Net Worth, I Upgraded My Lifestyle: Here's What Others Did Too

Retirement

I crossed $6 million and had my first call with a financial advisor today and I feel so jaded

Retirement

At $5 Million Net Worth, I Upgraded My Lifestyle: Here's What Others Did Too

more#financial-planning

fromIndependent

fromwww.brooklynpaper.com

Financial advisor who lost 2m of investors funds in unauthorised stock market transactions jailed

A financial advisor was jailed for six years after losing â¬2 million from property investors in unauthorized transactions.

4 months ago

Sheepshead Bay financial advisor allegedly scammed 10 clients out of $1.24M in Ponzi Scheme: DA Brooklyn Paper

Prosecutors allege that instead of investing client's funds in business opportunities, Likhtenstein used the money for personal expenses and to make partial payments to earlier victims of the Ponzi scheme.

NYC startup

5 months ago

The 6 Most Important Questions to Ask a Financial Advisor Before Hiring Them

Finding the right financial advisor is crucial for achieving financial goals.

Ask about qualifications, experience, and fees when selecting an advisor.

5 months ago

I'm Not Even 30 And Have $45K Saved Up. Are The Calculators Right That I'll Have $4 Million At Retirement?

Investing at a young age maximizes the benefits of compound interest, greatly enhancing potential wealth accumulation.