Author: elghoulam

[ad_1] NEW YORK, December 14, 2023–(BUSINESS WIRE)–TruArc Partners, a private equity firm focused on the middle-market, announced today that it has invested in Watchtower Security, LLC (“Watchtower” or the “Company”). Terms of the transaction were not disclosed. Watchtower is a St. Louis-based provider of managed video surveillance and asset protection solutions to the multi-family housing… Continue reading TruArc Partners Invests in Watchtower Security

[ad_1] Financial advisor and columnist Brandon Renfro I am 57 and have $1.1 million in my 401(k) and $50,000 in a high-yield savings account. I earn $300,000 per year and put $30,000 in my 401(k) each year plus a match on the first 6%. I have a $220,000 mortgage on a home valued at $550,000.… Continue reading I Have $1.15 Million Saved and Will Collect $3,500 Per Month in Social Security. Can I Retire at 62?

[ad_1] 20 Books Loved by Industry Execs  ThinkAdvisor [ad_2] Source link

[ad_1] Financial advisor and columnist Brandon Renfro I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I’m at the 35% federal tax rate currently and plan to make a similar annual income over the next 10 years. Taking the money out… Continue reading My Dad Left Me $200k in an IRA, but I’m in the 35% Tax Bracket. How Should I Structure My Withdrawals?

[ad_1] Saving for retirement is all about investing, and no matter how you go about it, you’re going to end up paying taxes on what you save and earn. Taxes on capital gains can eat up a significant portion of your earnings each year. When you’re building wealth and planning for retirement, it’s important to… Continue reading What Are the Capital Gains Tax Rates? How Can I Avoid Paying Them?

[ad_1] There are various situations when you might need a financial adviser / Image: Shutterstock As Spear’s readers will already be aware, engaging a wealth manager is essential for high-net-worth and ultra-high-net-worth individuals who wish to protect and grow their wealth. These financial experts provide valuable guidance on a range of topics, from property acquisitions… Continue reading Do you need a financial adviser?

[ad_1] During challenging financial times, cash and liquidity is king. Having easy access to cash during a recession can help you avoid going into serious debt. As a financial planner, I can tell you that no one can predict whether we will enter a recession or if they will experience job loss. However, it is… Continue reading A financial planner says nothing is more important than cash during a recession. Here are 6 ways to preserve it.

[ad_1] When you think of what to get your loved ones for the holidays, your mind likely goes toward objects, whether that’s a video game, a sweater, a household item, or the ever-pleasing present of a gift card. But this holiday season, why not try something different? According to The Wall Street Journal, “wealth advisers… Continue reading Financial gifts are the gifts that keep on giving

[ad_1] Financial Advisor Brian R. Emerson of the financial services firm Edward Jones in Grand Forks has received the CERTIFIED FINANCIAL PLANNER(TM), or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board). Becoming a CFP® professional expands a financial advisor’s knowledge base in the following areas: • Financial management • Tax-sensitive… Continue reading Financial Advisor Brian R. Emerson of Edward Jones Receives CERTIFIED FINANCIAL PLANNER (TM) Certification – Grand Forks Herald