#financial-advisors

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#dividend-stocks
Venture
from24/7 Wall St.
5 months ago

5 Red-Hot Ultra-High-Yield Stocks Run by Famous Wall Street Investment Giants

Investors favor high-yield dividend stocks for strong income and total return potential.
Venture
from24/7 Wall St.
5 months ago

5 Red-Hot Ultra-High-Yield Stocks Run by Famous Wall Street Investment Giants

Investors favor high-yield dividend stocks for strong income and total return potential.
more#dividend-stocks
#investing
Retirement
from24/7 Wall St.
5 months ago

Unpopular opinion: financial advisors provide a valuable service

Financial advisors provide personalized investment strategies and valuable insights that can significantly impact your financial success.
Retirement
from24/7 Wall St.
4 months ago

I have a $175k pension that covers most of my expenses - can I afford to take more risk in the stock market?

Investing heavily in stocks may be viable for those with secure income, but always assess personal financial situations.
Long-term financial goals should dictate investment strategies, especially in retirement.
Bootstrapping
from24/7 Wall St.
4 months ago

Should I fire my financial advisor? I have no personal issues with him, but feel like I can save 1%

Self-directing investments can save money but carries risks during market downturns.
Bear markets can be unpredictable; having professional guidance can provide valuable support.
from24/7 Wall St.
3 months ago
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
from24/7 Wall St.
5 months ago

Unpopular opinion: financial advisors provide a valuable service

Financial advisors provide personalized investment strategies and valuable insights that can significantly impact your financial success.
Retirement
from24/7 Wall St.
4 months ago

I have a $175k pension that covers most of my expenses - can I afford to take more risk in the stock market?

Investing heavily in stocks may be viable for those with secure income, but always assess personal financial situations.
Long-term financial goals should dictate investment strategies, especially in retirement.
Bootstrapping
from24/7 Wall St.
4 months ago

Should I fire my financial advisor? I have no personal issues with him, but feel like I can save 1%

Self-directing investments can save money but carries risks during market downturns.
Bear markets can be unpredictable; having professional guidance can provide valuable support.
from24/7 Wall St.
3 months ago
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#investing
#retirement-planning
Retirement
from24/7 Wall St.
4 months ago

We're Retiring in a Decade and Have $4M Invested. What's the Best Move for Preserving It?

Investing in income-producing assets helps preserve retirement savings.
Ensure proper planning and a safe withdrawal rate to secure your nest egg.
Retirement
from24/7 Wall St.
5 months ago

We're in our mid-40s and are finally making big salaries - is there anything we can do to reduce our tax bill and retire earlier?

Maximizing IRAs and 401(k)s can significantly lower tax bills, especially for higher earners planning for retirement.
Retirement
from24/7 Wall St.
4 months ago

Retirees Often Overlook These 7 Huge Advantages of Working with a Financial Advisor

Working with a financial advisor can enhance wealth and protect against poor financial decisions.
Retirement
from24/7 Wall St.
4 months ago

I just retired at age 61 and left my $145,000 salary - how much can I pull from my nest egg every year without the fear of running out of money?

Running out of money in retirement is a common fear among retirees that can impact financial planning decisions.
Consulting a financial planner can help manage retirement funds effectively and minimize risks.
Retirement
from24/7 Wall St.
4 months ago

I No Longer Swear by 'the 4% Rule' and This Is Why

The 4% rule for retirement withdrawals may be outdated and less reliable.
Updated research suggests a safer withdrawal rate should be around 3.7%.
It's advisable to create a personalized retirement withdrawal plan with an advisor.
Retirement
from24/7 Wall St.
4 months ago

Dave Ramsey Says $1M, Suze Orman Says $10M, Who Is Right?

Retirement savings needs vary greatly depending on personal circumstances.
Factors influencing retirement savings include withdrawal rates, income needs, and investment choices.
Retirement
from24/7 Wall St.
4 months ago

We're Retiring in a Decade and Have $4M Invested. What's the Best Move for Preserving It?

Investing in income-producing assets helps preserve retirement savings.
Ensure proper planning and a safe withdrawal rate to secure your nest egg.
Retirement
from24/7 Wall St.
5 months ago

We're in our mid-40s and are finally making big salaries - is there anything we can do to reduce our tax bill and retire earlier?

Maximizing IRAs and 401(k)s can significantly lower tax bills, especially for higher earners planning for retirement.
Retirement
from24/7 Wall St.
4 months ago

Retirees Often Overlook These 7 Huge Advantages of Working with a Financial Advisor

Working with a financial advisor can enhance wealth and protect against poor financial decisions.
Retirement
from24/7 Wall St.
4 months ago

I just retired at age 61 and left my $145,000 salary - how much can I pull from my nest egg every year without the fear of running out of money?

Running out of money in retirement is a common fear among retirees that can impact financial planning decisions.
Consulting a financial planner can help manage retirement funds effectively and minimize risks.
Retirement
from24/7 Wall St.
4 months ago

I No Longer Swear by 'the 4% Rule' and This Is Why

The 4% rule for retirement withdrawals may be outdated and less reliable.
Updated research suggests a safer withdrawal rate should be around 3.7%.
It's advisable to create a personalized retirement withdrawal plan with an advisor.
Retirement
from24/7 Wall St.
4 months ago

Dave Ramsey Says $1M, Suze Orman Says $10M, Who Is Right?

Retirement savings needs vary greatly depending on personal circumstances.
Factors influencing retirement savings include withdrawal rates, income needs, and investment choices.
more#retirement-planning
#market-volatility
from24/7 Wall St.
4 months ago
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

from24/7 Wall St.
4 months ago
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#market-volatility
#wealth-management
from24/7 Wall St.
2 months ago
Retirement

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

fromBusiness Insider
3 weeks ago
Wearables

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

from24/7 Wall St.
2 months ago
Retirement

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

fromBusiness Insider
3 weeks ago
Wearables

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

more#wealth-management
#investment-strategy
more#investment-strategy
from24/7 Wall St.
1 month ago

Why do people seem to hate financial advisors?

If you've ever had a bad experience with a financial advisor, then you may be inclined to never use one again. But before you resign yourself to that, ask yourself whether you're willing to be open-minded.
Retirement
fromThe Daily Upside
1 month ago

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
1 month ago

Advisors more comfortable using AI at home than work

Financial advisors prefer generative AI for personal tasks over professional work, despite occasional workplace usage.
Artificial intelligence
#client-trust
fromForbes
1 month ago
Online marketing

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

fromForbes
1 month ago
Online marketing

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

more#client-trust
fromLondon Business News | Londonlovesbusiness.com
1 month ago

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

A proactive mindset actively shapes our daily activities, allowing advisors to predict needs and align their actions with future goals. It leads to more effective client management.
Mindfulness
#investment-strategies
from24/7 Wall St.
1 month ago
Retirement

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?

from24/7 Wall St.
3 months ago
Retirement

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?

from24/7 Wall St.
1 month ago
Retirement

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?

from24/7 Wall St.
3 months ago
Retirement

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?

more#investment-strategies
fromSilicon Canals
1 month ago

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

We deliver peace of mind at scale by empowering advisors with cutting-edge AI, enabling them to develop strong relationships with their clients.
Marketing tech
from24/7 Wall St.
2 months ago

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

The Vanguard High Dividend Yield Index Fund ETF offers a nice combination of growth, income, and diversification risk management along with lower volatility in a highly liquid ETF format.
Retirement
from24/7 Wall St.
2 months ago

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
Retirement
from24/7 Wall St.
3 months ago

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.
from24/7 Wall St.
3 months ago

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

Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today.
Retirement
from24/7 Wall St.
3 months ago

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

"While there is no question that Reddit is often biased against the role of the financial advisor, some people believe they provide enough value to warrant using them to help manage and grow money."
Mental health
Retirement
from24/7 Wall St.
4 months ago

Why Does Tax Planning Matter So Much In Retirement?

Effective tax planning is crucial for a fulfilling retirement lifestyle.
Retirement concerns can lead to excessive focus on tax planning over other significant factors.
Understanding personal goals is essential in retirement planning.
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