#financial-advisors
#financial-advisors

4 weeks ago

3 Dividend Aristocrat Stocks That Wall Street Analysts Love the Most

Dividend Aristocrat stocks have increased their payouts for 25 straight years, indicating stability and a low likelihood of cutting dividends during economic downturns.

E-Commerce

4 weeks ago

3 Facts About Medicare That Every American Over 60 Needs to Know

The Health Savings Account (HSA) is a powerful savings tool for retirement planning, especially due to its triple-tax-advantaged nature, offering tax break contributions.

Retirement

#retirement-planning

Retirement

These 3 ETFs Are My Top Picks for Retirement Security

Retirement

Can I reinvest my required minimum distribution into stocks or property without paying taxes twice?

Retirement

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

Retirement

Relying on Old Apple Stock at 55: Too Risky for Early Retirement?

Create Amazing Passive Income Streams in Retirement with These 3 Stocks

Investors should prioritize creating passive income streams for retirement by considering reliable stocks like Realty Income.

My Dad Is Retiring Soon - How Can I Get Health Insurance Before I Miss Important Appointments?

Healthcare costs can drastically impact retirement finances, creating substantial fears for retirees.

Having a financial backup plan can mitigate risks associated with unexpected expenses in retirement.

Retirement

These 3 ETFs Are My Top Picks for Retirement Security

Retirement

Can I reinvest my required minimum distribution into stocks or property without paying taxes twice?

Retirement

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

Relying on Old Apple Stock at 55: Too Risky for Early Retirement?

Diversifying your retirement portfolio is essential to manage risk.

Relying on a single stock for retirement can jeopardize financial stability.

Retirement

Create Amazing Passive Income Streams in Retirement with These 3 Stocks

My Dad Is Retiring Soon - How Can I Get Health Insurance Before I Miss Important Appointments?

Healthcare costs can drastically impact retirement finances, creating substantial fears for retirees.

Having a financial backup plan can mitigate risks associated with unexpected expenses in retirement.

more#retirement-planning

2 Red-Hot Recent IPOs To Buy in 2025

The tech IPO market has heated up this year, showing strong appetite for new offerings, particularly through the summer months and into year-end.

Venture

#etfs

E-Commerce

5 ETFs Paying More Than Double US Treasuries (All Over 9% Yield)

Startup companies

These 5 Dividend ETFs (SCHD, DIVO, JEPQ, QQQI, SPYI) Are Portfolio Game-Changers

E-Commerce

5 ETFs Paying More Than Double US Treasuries (All Over 9% Yield)

Startup companies

These 5 Dividend ETFs (SCHD, DIVO, JEPQ, QQQI, SPYI) Are Portfolio Game-Changers

Wearables

I'm a financial planner for the wealthy. They don't achieve wealth alone - here are the 5 key relationships they all have.

Retirement

I spend $360,000 a year but I have a hard time believing a financial advisor is worth it. Am I wrong?

Retirement

I'd really like to have someone advising me and managing my money, but I'm curious if others in this general income bracket use financial advisors

fromBusiness Insider

Wearables

I'm a financial planner for the wealthy. They don't achieve wealth alone - here are the 5 key relationships they all have.

Retirement

I spend $360,000 a year but I have a hard time believing a financial advisor is worth it. Am I wrong?

Retirement

I'd really like to have someone advising me and managing my money, but I'm curious if others in this general income bracket use financial advisors

more#wealth-management

2 Strong Buy Technology Dogs of the Dow, Up 15% and 33%, Are Crushing the S&P 500

The Dogs of the Dow strategy focuses on investing in the ten highest-yielding stocks from the Dow Jones to maximize yields.

My financial advisor took 40% of my gains. Time to move on?

If you're uncomfortable with your financial advisor's fees, it may be time to have a talk or find someone new.

Retirement

Why do people seem to hate financial advisors?

It's crucial to remain open-minded when considering a financial advisor, despite past negative experiences.

#investment

Retirement

How often should you meet with a financial advisor?

Retirement

I'm considering paying a 1% management fee for my investments - is it worth it for peace of mind?

Retirement

How often should you meet with a financial advisor?

Retirement

I'm considering paying a 1% management fee for my investments - is it worth it for peace of mind?

more#investment

fromThe Daily Upside

How Advisors Can Harness Media to Reach Gen Z

Meeting digital natives where they're at isn't always easy. But with more than a third of Gen Z investors citing influencers as a "major factor" in their decision to buy.

Marketing tech

fromFinancial Planning

Advisors more comfortable using AI at home than work

Financial advisors prefer generative AI for personal tasks over professional work, despite occasional workplace usage.

fromForbes

Beyond Compliance: Why Financial Firms Must Get Ahead Of The Algorithm

The cost of online reputation is critical for financial advisors due to the risk from negative posts.

#stock-market

Startup companies

S&P 500 (NYSEARCA: SPY) Live: Markets Remain Jumpy Despite China Trade Deal Optimism

Retirement

If You Invested $5,000 In Vanguard High Dividend Yield VYM 10 Years Ago, This Is How Much Cash From Dividends You Would Have Today

Startup companies

5 Stock Split Stocks That Are Screaming Buys This May

Retirement

I'm Relieved by the Market Correction as I Near Retirement-Is That Wrong?

Startup companies

S&P 500 (NYSEARCA: SPY) Live: Markets Remain Jumpy Despite China Trade Deal Optimism

Retirement

If You Invested $5,000 In Vanguard High Dividend Yield VYM 10 Years Ago, This Is How Much Cash From Dividends You Would Have Today

Startup companies

5 Stock Split Stocks That Are Screaming Buys This May

Retirement

I'm Relieved by the Market Correction as I Near Retirement-Is That Wrong?

more#stock-market

fromLondon Business News | Londonlovesbusiness.com

What Happens to a 401k When You Die? - Insight Needed After My Sister-in-Law's Passing

The handling of 401-K accounts after a death can be complex due to HR protocols and requires proper documentation and professional advice.

The benefits of a proactive mindset for financial advisors - London Business News | Londonlovesbusiness.com

Adopting a proactive mindset can significantly enhance personal and professional success for financial advisors.

I have an estate worth approximately $5,000,000. Would it be better to pay a financial advisor a flat fee of $10,000 or 0.5% of my assets?

The flat fee advisor's charge remains $10,000 regardless of portfolio growth, while the AUM advisor's fee increases with the portfolio, costing $25,000 for a $5 million estate.

Retirement

Marketing tech

fromSilicon Canals

Ex-CLARK CPO's AI startup TODAY bags 1M to free financial advisors from admin chores - Silicon Canals

TODAY secured €1M pre-seed funding to enhance its AI-driven sales assistant for financial advisors.

Approaching 55-How Should You Reallocate Your 401(k)?

At 55, reallocating a 401(k) requires balancing reduced risk with sufficient growth to support a sustainable 4% withdrawal rate in retirement.

Retirement

Live Nasdaq Composite: Markets Eye Upbeat Finish Amid Progress and Relief

The markets are mixed out of the gate as stocks attempt to close this data-filled week on a positive note.

Startup companies

#personal-finance

Retirement

How wealthy do you need to be for it worth it to find a financial advisor?

Retirement

I'm a Millionaire at 34 and I Still Track Every Purchase. When Can I Relax?

Cryptocurrency

I'm worth $10m and spend almost $400,000 a year. What can a financial advisor really do for me?

Bootstrapping

If you're a single salary earner, no kid, have a mortgage, want to invest into index funds, no plan to have kids, already have a personal budget, would a financial advisor add any value?

Retirement

How wealthy do you need to be for it worth it to find a financial advisor?

Retirement

I'm a Millionaire at 34 and I Still Track Every Purchase. When Can I Relax?

Cryptocurrency

I'm worth $10m and spend almost $400,000 a year. What can a financial advisor really do for me?

Bootstrapping

If you're a single salary earner, no kid, have a mortgage, want to invest into index funds, no plan to have kids, already have a personal budget, would a financial advisor add any value?

more#personal-finance

Our net worth tops $5 million, but I still book the cheapest hotel room - how can I finally let go of my frugal habits?

Frugality is healthy, but excessive worry about spending money can indicate a deeper issue.

I'm 27 and made $153k this year. Should I get a financial advisor?

A good financial advisor is an asset. The operative word there is good. There's more to financial success than just investing.

Retirement

#social-security

Retirement

Here's How Social Security's 2025 COLA Is Holding Up to Inflation

Retirement

Social Security Cuts Are Looming. Here's When Benefits Could Start to Shrink

Retirement

3 Harsh Social Security Truths You Need to Know

NYC parents

3 Reasons Not to Claim Social Security at 62

Claiming Social Security at 62 reduces benefits for life, which can lead to financial strain over time.

5 months ago

Claim Social Security vs Tap Savings: Which Should You Do First?

Delaying Social Security payments can lead to larger lifetime payouts, potentially providing greater financial security.

Retirement

Here's How Social Security's 2025 COLA Is Holding Up to Inflation

Social Security Cuts Are Looming. Here's When Benefits Could Start to Shrink

Social Security faces a funding shortfall, with potential benefit cuts anticipated as early as 2035.

Retirement

3 Harsh Social Security Truths You Need to Know

NYC parents

3 Reasons Not to Claim Social Security at 62

Claiming Social Security at 62 reduces benefits for life, which can lead to financial strain over time.

5 months ago

Claim Social Security vs Tap Savings: Which Should You Do First?

Delaying Social Security payments can lead to larger lifetime payouts, potentially providing greater financial security.

more#social-security

4 Ultra-High-Yield Stocks That Pay 12% and Higher Dividends Are Passive Income Winners

Passive income is crucial for investors to cover rising costs and prepare for retirement.

Creating a 'Death File': How I Prepared My Family for the Inevitable

Preparing for death can ease the burden on loved ones.

Creating a 'death file' helps organize essential documents.

NYC startup

4 High-Yield Dividend Dogs of the Dow Crushing 2025 and Still the Best Bets

The Dogs of the Dow strategy focuses on maximizing yields through high-paying dividend stocks in the Dow Jones.

I have $10 million in net worth, what do financial advisors really do?

When working with a financial advisor, it's essential to understand the potential benefits; they can optimize investment strategies and introduce alternative opportunities that could enhance your portfolio returns.

Retirement

My net worth grew from $400,000 to $9.5 million in five years - how do I figure out what's next?

Rising net worth must be managed carefully to ensure long-term goals are met.

I'm 38 with a $3.5 million net worth - how do people go from 7 figures to high 8 or 9 figures in a decade?

Growing net worth requires time and strategic investments.

Hitting an 8-figure net worth in 10 years is attainable for skilled savers and investors.

Flat-Fee vs AUM: Which Type of Financial Advisor Should Retirees Work With?

Choosing a financial advisor requires careful consideration of experience, fee structure, and alignment with personal financial goals.

Mental health

What are your good/bad experiences with financial advisors/planners and are they worth it?

Financial advisors often have a negative perception but can be beneficial for personalized financial planning.

Personal accountability in financial matters is crucial; advisors offer support but clients must prioritize their own financial health.

My Widowed Mom's Financial Advisor Charges 8% Annually-Is She Being Taken Advantage Of?

Financial advisor fees are typically around 1% of assets under management, but higher fees may indicate poor value.

I'm an ETF investor in sight of retirement the next five years and know I should get a fiducuary but am leery. Are they worth it?

Each investor's journey is unique, but self-guided investors can effectively reach retirement goals through simple, automated ETF investments, balancing risk and reward.

Mental health

Why Does Tax Planning Matter So Much In Retirement?

For this 68-year-old Redditor, while tax planning is important, it should not overshadow deeper retirement considerations like personal goals and lifestyle choices.

Retirement