Author: elghoulam

[ad_1] Knut Rostad, president of the Institute for the Fiduciary Standard “I want to comment on some of the comments or general comments from the rule opponents, such as SIFMA and the Chamber of Commerce. And I think they offer vivid examples why this rule is so sorely needed. Their comments reject the underlying rationale… Continue reading Key moments from the DOL retirement advice proposal hearings

[ad_1] Generative AI has emerged as a useful tool for financial advice, offering consumers a free way to receive customized guidance on everything from creating a budget to managing an investment portfolio. AI financial advice data and statistics Despite a strong economy, many Americans are struggling to achieve their financial goals as 2023 comes to… Continue reading Generative AI Now Being Used for Financial Advice

[ad_1] “Market Advisory Group is a paid advertiser of Kansas City Spotlight and is responsible for this content.” Market Advisory Group’s Julie Newton is here to answer your financial questions. As a financial advisor, she works with clients to craft the best retirement plan for their specific needs. Submit your question at AskOurAdvisor.com. [ad_2] Source… Continue reading Ask our advisor your financial questions

[ad_1] Rickie Caswell, AAMS Financial Advisor Who knows where the time goes? We’ve reached the end of another year, so it’s appropriate to reflect on the nature of time and how it affects us. And time certainly is a key element in the pursuit of your financial goals. As an investor, time can be your… Continue reading Financial Focus – Benton County Enterprise

[ad_1] Updated Dec 27, 2023, 08:17 PM IST Are you interested in a career as a financial advisor? In this article, we will guide you through the steps to become a successful financial advisor. Whether you are starting from scratch or looking to transition into this field, we have all the information you need to… Continue reading How to Become a Financial Advisor?

[ad_1] sturti / Getty Images The full retirement age — that is, the time when you can collect your maximum Social Security benefits amount — is 66 or 67, depending on when you were born. So for baby boomers, the generation born between 1946 and 1964, retirement is either quickly approaching or has already arrived.… Continue reading Here Are the 5 Most Common Reasons Baby Boomers Can’t Retire Early

[ad_1] Open this photo in gallery: Most Canadians are advised to delay their Canada Pension Plan and Old Age Security benefits to age 70, if possible, but are left with the question of how to withdraw other retirement income tax efficiently until then.Getty Images/iStockphoto Sign up for the Globe Advisor weekly newsletter for professional financial… Continue reading Globe Advisor’s Best of 2023: Focus on retirement planning

[ad_1] If you have read my articles for a while, you would know I am a big fan of studies that give a perspective of where the average American stands financially. Now, let me be clear: I wouldn’t use these as a basis for a financial plan by any stretch of the imagination. These studies… Continue reading How Average Is Your Net Worth?

[ad_1] Compiled by Wayne T. Price Suntree financial planner Moisand honored by Investment News Suntree certified financial planner Dan Moisand has been named to the 2023 Hot List by Investment News, which honors “the top movers and shakers in wealth management.” The winners were nominated by wealth professionals across the country, and narrowed down to… Continue reading Investment News honors Suntree financial planner Moisand