#financial-advisor
#financial-advisor

3 days ago

Startup companies

I have invested in dividends for 15 years-These are the foundations of my passive income plan

Retirement

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

3 days ago

Startup companies

I have invested in dividends for 15 years-These are the foundations of my passive income plan

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.

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.

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.

3 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.

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

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.

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.

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.

3 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.

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.

more#retirement-planning

#inheritance

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 about to inherit $1 million from my family - should I live off 5% a year or invest for growth?

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.

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.

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.

more#financial-advice

#financial-planning

Retirement

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

Retirement

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

Retirement

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

Retirement

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

more#financial-planning

fromIndependent

fromwww.brooklynpaper.com

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

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