Author: elghoulam

[ad_1] By Charlestien Harris 2023 is almost gone, and 2024 will be here before you know it! Most of us make New Year’s resolutions that may sometimes involve our finances. While I stress that budgeting is a crucial part of ensuring financial fitness, there are ways to stretch your budget by taking advantage of highly… Continue reading Harris: Where to find free or low-cost financial resources for 2024

[ad_1] Peter Bell joins Summit Financial Networks via LPL Financial LLC SAN DIEGO, Dec. 21, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Peter Bell, CFP** has joined Cetera Advisor Networks via Summit Financial Networks. Bell provides comprehensive financial planning and investment advice to clients and had almost $112 million in… Continue reading Cetera Welcomes $112 Million AUA Advisor to Cetera Advisor Networks

[ad_1] Eddy Blizzard, 45, of Perry Hall, pleaded guilty this week in connection to a bank fraud scheme in which he embezzled upwards of $1 million from an elderly client’s retirement account. Blizzard, who worked for a bank securities and bank investment security companies in Maryland for years, targeted a lifelong resident, “R.M.,” who attended… Continue reading Financial Advisor Stole Elderly Client’s $1M Life Savings In ‘Heartless’ Maryland Scheme: Feds

[ad_1] The past few years have marked a significant shift in the investment landscape, particularly in financial hubs like Houston. The days when stock portfolios and asset management were the exclusive domains of a privileged few seem to be dwindling, replaced by a shift toward inclusivity and financial democratization. At the forefront of this transformation… Continue reading Houston Advisor Christopher J. Day Weighs In on the Rising Star of Investing

[ad_1] Wealth Enhancement Group has entered into the Kentucky market and has chosen to acquire Landmark Financial Advisors to gain a foothold in the region. MINNEAPOLIS, Dec. 21, 2023 /PRNewswire/ — Wealth Enhancement Group, a national independent wealth management firm with over $72.2 billion in client assets, announced the acquisition of Landmark Financial Advisors, LLC,… Continue reading Wealth Enhancement Group Makes its First Move Into Kentucky Through the Addition of Landmark Financial Advisors, an Independent RIA with Over $543 Million in Assets Under Management.

[ad_1] This article, the second of a three-part series on how to implement an effective backdoor Roth strategy, was written by guest contributors Steven Jarvis, CPA, MBA, and Matthew Jarvis, CFP. Continuing with the example with clients Bob and Sue from our first article, let’s assume they started and ended the year with no other… Continue reading Backdoor Roth IRA: These Roadblocks Are More Common Than You Think

[ad_1] As investors become inundated with financial advice in the news and on social media, misinformation and misguided advice from unqualified sources such as relatives, generative artificial intelligence (AI) or online influencers, has become more prevalent and actionable. However, willingness to implement and trust financial advice from online sources varies by generation, according to Nationwide’s… Continue reading Study finds young investors acting on online financial misinformation – Insurance News

[ad_1] Pears2295 / Getty Images Retirement advice often suggests that a retirement portfolio needs to be diverse, but what does that actually mean? Check Out: 11 Signs You Will Be Able To Live Off Your Retirement Nest Egg Learn: 3 Ways To Recession-Proof Your Retirement “Many retirees misunderstand diversification, presuming it solely involves spreading funds… Continue reading 7 Diversification Strategies for a Resilient Retirement Portfolio