Author: elghoulam

[ad_1] courtneyk / Getty Images If you fear a large tax bill in April, you might be wondering how you can reduce your tax liability with just two weeks left in the year. Taxes on Generational Wealth Just Changed: Here’s What You Should KnowLearn: What To Do If You Owe Back Taxes to the IRS… Continue reading I’m a Financial Advisor — Here Are 6 Tips To Reduce Taxes Through Charitable Donations This Holiday Season

[ad_1] By Janet Levaux December 14, 2023 at 04:44 PM The deal could result in a firm with a total of about 11,950 financial professionals and some $608 billion in assets. Osaic, formerly Advisor Group, says it is buying broker-dealers and RIAs Lincoln Financial Advisors and Lincoln Financial Securities. The two wealth management firms… Continue reading Osaic to Buy Lincoln’s Wealth Unit for $700M

[ad_1] Over the last few years, cryptocurrency has become an increasingly popular option for investing. The crypto market is known for its volatility but has captured the attention of a large number of investors looking for new ways to seek profit in their portfolios. But amid such a new and unregulated financial market, investors are… Continue reading Where Not to Go for Crypto Advice

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Are you seeking assistance with your financial management? If so, you’re not alone. Many Americans could benefit from financial guidance. In fact, according to the National Financial Education Council, the average American incurs… Continue reading How To Choose A Financial Advisor – Forbes Advisor

[ad_1] My husband began drawing his Social Security at age 62. He is 68 now (born in 1955), while I am 62 (born 1961). If I begin to draw my Social Security now it will be reduced, of course. Can I collect spousal benefits from him now and then switch to my benefit at my… Continue reading Ask an Advisor: We’re 62 and 68. Can I Collect Spousal Benefits for 5 Years and Switch at FRA?

[ad_1] More than half of Americans (57 percent) sought out financial advice in 2023, and their top resource may surprise you, according to a new Bankrate survey. Friends and family topped the “go-to” list, with 47 percent of those seeking advice saying they tapped these sources for information. Popular sources of information differed strongly by… Continue reading Here’s the top place Americans get financial advice – even young Americans

[ad_1] Financial advisor and columnist Brandon Renfro Is it best to work with an advisor who’s independent or part of a large firm? I am not investment savvy and I’m entering retirement. I need to make sure I hire someone or a firm that is going to help and maybe is somehow insured. -Sharon That’s… Continue reading Is it Better to Work With an Independent Advisor or One From a Large Firm?

[ad_1] Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management and investment management services. Financial advisors at Morgan Stanley can make from $97,000 a year on the low end to $475,000 at the top, according to various sources for data on advisor pay. These figures are for total… Continue reading Morgan Stanley Financial Advisors Make This Much Money

[ad_1] Many people start the new year with ambitious goals: Pay down debt, invest more and save for an emergency fund. But without the right help and resources, achieving those goals can feel nearly impossible. Thankfully, you don’t have to do it alone. A financial advisor can help. Stepping into 2024 with a strategic financial… Continue reading 5 ways a financial advisor can help you reach your goals in 2024

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. What a year it’s been. As January 2023 rolled in, inflation and rising interest rates were the most nettlesome thorns in America’s side. Those barbs dug deeper as the Federal Reserve hiked rates… Continue reading Top Investing Trends For 2024 – Forbes Advisor