Author: elghoulam

[ad_1] Financial advisor and columnist Matt Becker I’m 49 years old and I’ve had a steady job for over 15 years now as a government contractor. I plan to retire at around 65. I have $500,000 in savings between my 401(k), IRA and individual savings accounts. I’m renting, I don’t have any debt and I… Continue reading I’m 49 With $500k in Savings But ‘I’m Concerned’ About Retirement Income and Annuities Are ‘Too Expensive.’ What Are My Options?

[ad_1] Breaking up is hard to do, even when it comes to firing your financial advisor. Whether it’s a mismatch of investment strategies, a lack of communication or even ethical concerns, the decision to part ways with your financial advisor can be stressful. In this guide, we’ll walk you through the process of firing your… Continue reading How to fire your financial advisor

[ad_1] Efficiency and Outsourcing Key to Long-term Growth NORTH LITTLE ROCK, Ark., November 30, 2023–(BUSINESS WIRE)–Daryl Seaton, President of Sowell Management, a privately held Registered Investment Advisor (RIA) that serves financial advisors nationwide, said his firm has experienced marked success in 2023 by guiding advisors to value scalability over saleability – or well planned, focused… Continue reading RIA Sowell Management’s Focus on Scalability Grows Financial Advisor Partners’ Firms the ‘Right Way’

[ad_1] The majority of investors surveyed believe that artificial intelligence is a game changer and will enable them to better serve their clients. Seven out of 10 of investors believe that AI is a game changer for investors and traders, and nearly three out of four (74%) believe it will help financial advisors better serve… Continue reading Investors bullish on AI as a financial advisor tool – Insurance News

[ad_1] Man looking at taxes from his social security Deciding when to take Social Security benefits is one of the most important questions to answer in planning your retirement strategy. Second to that is understanding what might increase—or reduce—your benefit amount. Does retirement income count as income for Social Security? No, but working while claiming… Continue reading Will My Retirement Income Count as Income for Social Security?

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Ethical investing has always been around, but in recent years it’s become more defined and refined into ESG investing. Environmental, social and governance investors hope to improve the world around them while improving… Continue reading Financial Advisors And Sustainable Investing – Forbes Advisor

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[ad_1] A former Rehoboth Beach financial advisor has settled a lawsuit filed against her by the Securities and Exchange Commission, agreeing to step away from her business and pay a fine. In 2022, the SEC filed a civil suit in U.S. District Court for the Eastern District of Pennsylvania against Cassandra Toroian alleging she cherry-picked… Continue reading Former Rehoboth financial advisor settles SEC lawsuit