#financial-advisor

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from24/7 Wall St.
2 weeks 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
from24/7 Wall St.
4 months ago
Retirement

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

from24/7 Wall St.
4 months ago
Retirement

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

#retirement-planning
from24/7 Wall St.
2 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?

from24/7 Wall St.
3 months ago
Retirement

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

from24/7 Wall St.
3 months ago
Retirement

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

Retirement
from24/7 Wall St.
3 months ago

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.
Retirement
from24/7 Wall St.
4 months 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.
Retirement
from24/7 Wall St.
2 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.
from24/7 Wall St.
3 months ago
Retirement

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

Retirement
from24/7 Wall St.
3 months 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.
from24/7 Wall St.
3 months ago
Retirement

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

Retirement
from24/7 Wall St.
4 months 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.
from24/7 Wall St.
2 months 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
from24/7 Wall St.
2 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.
#social-security
#inheritance
#financial-advice
from24/7 Wall St.
4 months 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.
3 months 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.
4 months 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.

from24/7 Wall St.
4 months ago

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

The Reddit user, with a $6 million net worth, found his experience with a financial advisor underwhelming and questioned if he should continue seeking one.
Retirement
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