#financial-advisor tag

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.

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.

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.

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.

I'm 50 and plan on working at least another 5 years - will I have enough money saved to spend $300k every year in retirement?

The Reddit user seeks confirmation on retirement readiness with $12.5 million to fund $300K yearly for five years.

I'm 56 and retired - I am looking to invest about $700k and not sure where to put it

Investing during retirement is important to keep up with inflation.

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.

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.

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.

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.

I'm 50 and plan on working at least another 5 years - will I have enough money saved to spend $300k every year in retirement?

The Reddit user seeks confirmation on retirement readiness with $12.5 million to fund $300K yearly for five years.

I'm 56 and retired - I am looking to invest about $700k and not sure where to put it

Investing during retirement is important to keep up with inflation.

moreretirement-planning

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.

A Redditor seeks guidance on finding a financial advisor, emphasizing the importance of working with fiduciaries and utilizing local resources.

Reddit users provide resources and tips for choosing financial advisors.

#dividend-stocks

4 Mega-Cap High-Yield Dividend Giants Look Like Huge 2025 Winners

Mega-cap dividend stocks offer reliable income and total return potential, appealing to growth and income investors.

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

Dividend stocks provide safety and income amidst market volatility.

Stag Industrial is a strong dividend stock benefiting from the rise in online shopping.

4 Mega-Cap High-Yield Dividend Giants Look Like Huge 2025 Winners

Mega-cap dividend stocks offer reliable income and total return potential, appealing to growth and income investors.

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

Dividend stocks provide safety and income amidst market volatility.

Stag Industrial is a strong dividend stock benefiting from the rise in online shopping.

moredividend-stocks

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

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

#financial-planning

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

It's natural to increase spending with rising income, but caution is needed to avoid financial strain.

Consulting a financial advisor can help manage spending effectively at different life stages.

The 4 Easiest Ways to Know If You're On Track for Retirement or Not

Assessing savings helps gauge retirement readiness, but lifestyle expectations are equally important.

Consulting a financial advisor can reinforce confidence in retirement plans.

I'm thinking about breaking up with my longtime financial advisor - what should I consider?

Evaluate your reasons for leaving your financial advisor before transitioning.

Understanding and planning the transition process is crucial for managing your finances effectively.

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

It's natural to increase spending with rising income, but caution is needed to avoid financial strain.

Consulting a financial advisor can help manage spending effectively at different life stages.

The 4 Easiest Ways to Know If You're On Track for Retirement or Not

Assessing savings helps gauge retirement readiness, but lifestyle expectations are equally important.

Consulting a financial advisor can reinforce confidence in retirement plans.

I'm thinking about breaking up with my longtime financial advisor - what should I consider?

Evaluate your reasons for leaving your financial advisor before transitioning.

Understanding and planning the transition process is crucial for managing your finances effectively.

morefinancial-planning

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

Marat Likhtenstein has been charged with stealing $1.24 million from investors through a Ponzi scheme.

from24/7 Wall St.

1 month 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.

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

Ask about the advisor's credentials and fees.

Discuss your current financial status and goals.

Tailor the advice by providing specific financial details.

#investment

Jill On Money: Should you fire your financial advisor?

If unsure, consider firing financial advisor and self-invest through low-cost funds using time horizon and risk assessment

Choosing the right financial advisor in France - The Good Life France

Review and organize finances for tax efficiency, estate planning, and investment strategies in France with the help of a qualified financial advisor.

Jill On Money: Should you fire your financial advisor?

If unsure, consider firing financial advisor and self-invest through low-cost funds using time horizon and risk assessment

Choosing the right financial advisor in France - The Good Life France

Review and organize finances for tax efficiency, estate planning, and investment strategies in France with the help of a qualified financial advisor.

moreinvestment

Choosing the right financial advisor for Bitcoin trading

Choosing the right financial advisor is crucial for successful Bitcoin trading. Look for expertise in Bitcoin, track record, reputation, and transparency.

One Page Financial Advisor Business Plan Template

Creating a business plan can guide growth and adaptation for advisory firms.

16 Financial Advisor Prospecting Ideas

Prospecting is essential for financial advisor success, requiring effort, consistency, and patience.

#financial-advisor#financial-advisor

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?

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

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

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

I'm 50 and plan on working at least another 5 years - will I have enough money saved to spend $300k every year in retirement?

I'm 56 and retired - I am looking to invest about $700k and not sure where to put it

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?

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

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

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

I'm 50 and plan on working at least another 5 years - will I have enough money saved to spend $300k every year in retirement?

I'm 56 and retired - I am looking to invest about $700k and not sure where to put it

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.

4 Mega-Cap High-Yield Dividend Giants Look Like Huge 2025 Winners

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

4 Mega-Cap High-Yield Dividend Giants Look Like Huge 2025 Winners

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

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

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

The 4 Easiest Ways to Know If You're On Track for Retirement or Not

I'm thinking about breaking up with my longtime financial advisor - what should I consider?

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

The 4 Easiest Ways to Know If You're On Track for Retirement or Not

I'm thinking about breaking up with my longtime financial advisor - what should I consider?

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

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

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

Jill On Money: Should you fire your financial advisor?

Choosing the right financial advisor in France - The Good Life France

Jill On Money: Should you fire your financial advisor?

Choosing the right financial advisor in France - The Good Life France

Choosing the right financial advisor for Bitcoin trading

One Page Financial Advisor Business Plan Template

16 Financial Advisor Prospecting Ideas

#financial-advisor
#financial-advisor