Author: elghoulam

I’m a Financial Advisor: Here Are the Top 4 Money Questions Friends and Family Ask Me During the Holidays

[ad_1] December is often a month full of celebrations and also reflections as we head into the new year. For many people, that means taking a look at their financial situations to see whether they’re set up to enjoy the holiday season while also being ready to start the next year with better money habits.… Continue reading I’m a Financial Advisor: Here Are the Top 4 Money Questions Friends and Family Ask Me During the Holidays

I had resigned myself to renting for life in California, but I asked a financial planner about another idea: moving somewhere I can afford to buy

[ad_1] However, at a recent brunch, one of my friends mentioned she had purchased a home for her brother in Georgia for the tune of $35,000 about 10 years ago. While I am fully aware there are far more affordable places to live in the country than Southern California, the chat with my friend sparked… Continue reading I had resigned myself to renting for life in California, but I asked a financial planner about another idea: moving somewhere I can afford to buy

My Wife Claimed Social Security at 65. Can She Collect the Max Spousal Benefit When I Retire?

[ad_1] My wife started collecting Social Security at age 65, but it’s a tiny amount. I am planning on retiring in two years at 65 (67 is my full retirement age). Can my wife collect spousal benefits of 50% of my full retirement benefits once I retire? – James Unfortunately, the likely answer is “no,”… Continue reading My Wife Claimed Social Security at 65. Can She Collect the Max Spousal Benefit When I Retire?

Malcolm Jenkins Recalls Making His First Business Investment: ‘I Remember Asking My Financial Adviser — Is This Legal?’

[ad_1] During an interview with WHYY News, Jenkins revealed why he decided to bet on himself rather than fully relying on an agent to negotiate on his behalf. “You won’t win a negotiation if you’re not willing to get up from the table,” he told the outlet. “If you’re not willing to leave, then you’ll… Continue reading Malcolm Jenkins Recalls Making His First Business Investment: ‘I Remember Asking My Financial Adviser — Is This Legal?’

XMS Capital Partners Serves as Exclusive Financial Advisor to Bush Brothers Provision Company on its Partnership with Heartwood Partners

[ad_1] CHICAGO, December 15, 2023–(BUSINESS WIRE)–XMS Capital Partners, LLC (“XMS”), a global, independent financial services firm focused on providing M&A, corporate advisory and asset management services, announced that it served as financial advisor to Bush Brothers Provision Co. (“Bush Brothers” or the “Company”) on its majority investment by Heartwood Partners IV, LP (“Heartwood”), a middle… Continue reading XMS Capital Partners Serves as Exclusive Financial Advisor to Bush Brothers Provision Company on its Partnership with Heartwood Partners

Here Are the Top 4 Money Questions Friends and Family Ask Me During the Holidays

[ad_1] FluxFactory / Getty Images December is often a month full of celebrations and also reflections as we head into the new year. For many people, that means taking a look at their financial situations to see whether they’re set up to enjoy the holiday season while also being ready to start the next year… Continue reading Here Are the Top 4 Money Questions Friends and Family Ask Me During the Holidays

We Have $1.45M Saved, Plus $1M in Rental Properties That Make Us $5K Per Month. Can We Retire in 5 Years?

[ad_1] Financial advisor and columnist Brandon Renfro I’m 50 and my husband is 57. We paid off all debts and have $1 million in our 401(k) and IRA. We also own $1 million in rental properties that give us a $5,000 net profit monthly. We hope to keep the rental homes for another 15 years… Continue reading We Have $1.45M Saved, Plus $1M in Rental Properties That Make Us $5K Per Month. Can We Retire in 5 Years?