#financial-advisor

[ follow ]
#retirement-planning
NYC real estate
from24/7 Wall St.
2 months ago

We own $1.8 million worth of real estate free and clear - should I keep working or retire with a paid-off home in a high-cost city?

A 46-year-old Reddit user with $12 million net worth contemplates retirement, given his substantial assets and discontent with his job.
Retirement
from24/7 Wall St.
2 months ago

Why Are People Talking About The 8% Rule For Retirees Now?

The 4% withdrawal rule is challenging, leading many retirees to consider the more aggressive 8% rule for earlier retirement.
Retirement
from24/7 Wall St.
3 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.
Retirement
from24/7 Wall St.
2 months ago

Don't Reach Retirement Unprepared: 3 Questions You Must Answer Now If You're in Your 40s or 50s

Pre-retirees must determine their retirement number and assess their financial readiness before leaving the workforce.
Retirement
from24/7 Wall St.
2 weeks ago

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
from24/7 Wall St.
1 month ago

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.
NYC real estate
from24/7 Wall St.
2 months ago

We own $1.8 million worth of real estate free and clear - should I keep working or retire with a paid-off home in a high-cost city?

A 46-year-old Reddit user with $12 million net worth contemplates retirement, given his substantial assets and discontent with his job.
Retirement
from24/7 Wall St.
2 months ago

Why Are People Talking About The 8% Rule For Retirees Now?

The 4% withdrawal rule is challenging, leading many retirees to consider the more aggressive 8% rule for earlier retirement.
Retirement
from24/7 Wall St.
3 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.
Retirement
from24/7 Wall St.
2 months ago

Don't Reach Retirement Unprepared: 3 Questions You Must Answer Now If You're in Your 40s or 50s

Pre-retirees must determine their retirement number and assess their financial readiness before leaving the workforce.
Retirement
from24/7 Wall St.
2 weeks ago

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
from24/7 Wall St.
1 month ago

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.
#inheritance
#financial-advice
Retirement
from24/7 Wall St.
1 month ago

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.
from24/7 Wall St.
1 month ago
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.

Retirement
from24/7 Wall St.
1 month ago

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.
from24/7 Wall St.
1 month ago
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.

#financial-planning
from24/7 Wall St.
1 month ago

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

With trade war volatility off the charts, investors are hunting for safety in safe dividend stocks. That's because dividend stocks can help smooth out the ride when markets drop.
Retirement
fromIndependent
1 month ago

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

William Kiely, a financial advisor, was sentenced to six years in prison for illegally appropriating funds from property investors through unauthorized transactions.
Intellectual property law
fromwww.brooklynpaper.com
2 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
Retirement
from24/7 Wall St.
3 months ago

In 2019, I inherited about $250K from my grandparents and grew it to $340k. Should I leave my financial advisor?

Financial advisors can help manage money and achieve financial goals, but understanding their performance is crucial.
fromLondon Business News | Londonlovesbusiness.com
9 months ago

Questions to ask a financial advisor at your first meeting - London Business News | Londonlovesbusiness.com

Start by asking about the advisor's credentials, fees, and investment philosophy to ensure alignment with your financial goals. Discuss assets, liabilities, income, and expenses openly to tailor advice. Consider specific financial goals to focus the advisor's recommendations.
Business
[ Load more ]