Author: elghoulam

[ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our partners. Our opinions are always our own. Before the end of the year, you can offset $3,000 of income on your taxes by selling losing… Continue reading You Can Save Money If You Lost in the Stock Market — but Don’t Panic

[ad_1] With the year 2023 winding down, that means it’s time to think about resolutions for the coming year. As the year has seen an easing of inflation, the aftermath of increased costs has left a lasting impact on our savings and financial wellbeing. More than half of Americans (52 percent) said in a 2023… Continue reading Top 10 Financial New Year’s Resolutions And How To Fulfill Them

[ad_1] You can’t take it with you, so the saying goes. But high net worth and ultrahigh net worth investors are eager to do the next best thing: Ensure their wealth has an afterlife in line with their intentions.  These wealthy individuals, collectively, are set to pass down what industry research firm Cerulli Associates estimates… Continue reading Best estate planning stories for financial advisors in 2023

[ad_1] designer491 / iStock.com The stock market has been volatile for the last few years, making retirement planning challenging for many. As you get closer to retirement, you have to start thinking about what kind of accounts you want your funds to be in. You also want to ensure that you’ve taken the proper measures… Continue reading There’s Never Been a Better Time To Convert Your Retirement Savings

[ad_1] NEW YORK, Dec. 19, 2023 /PRNewswire/ — FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today their new integration with Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, saving advisors time so they can focus on delivering the best advice possible to their clients. “Our clients… Continue reading FP Alpha, the AI driven advanced planning solution for financial advisors, completes significant integration with wealthtech powerhouse, Orion.

[ad_1] 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 greatest ally. If you hold… Continue reading FINANCIAL FOCUS: Time, a key element of investing | Opinion

[ad_1] Managing your finances and investing for your future are important tasks — and they can be challenging. But you don’t have to go it alone. Many people benefit from working with a financial advisor, someone who knows their needs and goals and makes appropriate recommendations. If you’re considering getting some help, you’ll want to… Continue reading Neal Logan: What should you ask a financial advisor? | Business

[ad_1] Betterment, a Forbes Advisor partner,  is one of the pioneers of the robo-advisor approach to investing. After more than a decade in the business, we believe that no other platform offers as much value to its customers as Betterment. Betterment scored highly across all categories. The basic Betterment Digital service tier charges a competitive… Continue reading 5 Best Robo-Advisors Of December 2023 – Forbes Advisor

[ad_1] gpointstudio / Getty Images/iStockphoto As we embark on a brand-new year, it’s tempting to make all kinds of money resolutions (especially after holiday spending leaves a hole in our pockets). But as it turns out, there are some goals that aren’t all that great for our finances. I’m a Financial Advisor: Here’s the No.… Continue reading 6 Money Resolutions That Aren’t Actually Good for Your Finances