#financial-advisor tag

Business

75% of Americans With a Financial Advisor Say They'll Be Ready for Retirement, Only 45% Without

6 months ago

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?

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.

3 Game-Changing Questions to Ask Before You Retire

Retirement requires careful planning beyond finances; location and lifestyle should also be considered.

1 day ago

Business

5 Retirement Concerns a Financial Advisor Can Help You Address

Business

75% of Americans With a Financial Advisor Say They'll Be Ready for Retirement, Only 45% Without

6 months 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

more#retirement-planning

#social-security

2 days ago

Business

Here's Why You Shouldn't Claim Social Security Without Consulting a Financial Advisor First

Business

Americans With Advisors Save Twice as Much for Retirement, Study Finds

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

2 days ago

Business

Here's Why You Shouldn't Claim Social Security Without Consulting a Financial Advisor First

Business

Americans With Advisors Save Twice as Much for Retirement, Study Finds

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

Business

Americans Who Do This Have Saved Twice as Much for Retirement Than Those You Don't

Retirement

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

2 weeks ago

Business

Americans Who Do This Have Saved Twice as Much for Retirement Than Those You Don't

Retirement

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

more#financial-planning

4 months ago

Most Americans Don't Know This Social Security Wrinkle

Seniors must maintain an adjusted gross income (AGI) below $150,000 for joint filers and $75,000 for individuals to fully benefit from tax breaks.

Retirement

#dividend-stocks

5 months 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?

5 months 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?

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

6 months 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.

#inheritance

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?

Retirement

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

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.