Author: elghoulam

[ad_1] Financial advisor and columnist Matt Becker Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too much income each year when converting and also avoid RMDs as much as I can? -Cathy It’s definitely smart to be thinking… Continue reading Is it Wise to Convert 10% of My 401(k) into a Roth IRA Each Year to Avoid Taxes and RMDs?

[ad_1] Shoppers walk with items during Black Friday deals at a Target store in Westbury, New York, U.S., November 24, 2023.  Shannon Stapleton | Reuters After more than a year of dealing with rapid inflation, consumers have become numb to higher prices. But as inflation cools, experts say there are strategies that can help you weather current… Continue reading How to prepare for shifting interest rates: 3 financial strategies

[ad_1] The landscape of retirement income planning is undergoing significant transformation, reflecting shifts in market dynamics, client expectations and the advent of new financial products. As we delve into the current trends, financial advisors must adapt to these changes to provide exceptional value and guidance to their clients. 1. The shift… Continue reading Layin’ It on the Line: Emerging trends in retirement income planning | News, Sports, Jobs

[ad_1] BEDMINSTER, N.J., Dec. 06, 2023 (GLOBE NEWSWIRE) — The Investment Center, Inc., an independent broker-dealer, held its seventh conference exclusively for its female advisors, in Nashville on November 13th – 15th. We welcomed firm professionals from all over the country. Kristin Discher, Director of Marketing explained:“Women thrive in an environment of support and mentorship,… Continue reading The Investment Center, Inc. Hosts Seventh Women Advisors

[ad_1] In the world of financial planning, one size does not fit all. Every individual, couple or family has their own unique dreams, aspirations and financial circumstances. Yet, regardless of your financial situation, there are foundational elements that matter for everyone. These elements lay the groundwork for a secure financial future, ensuring that your financial… Continue reading Seven Financial Planning Stops for Your Map to Security

[ad_1] (Oops, sorry, no such person exists) Almost all financial advice is written by people with money for people with money. There’s no such a thing as a financial advisor for the working class: There’s no money in it. Oh, there are people who claim to be offering advice to working class people. You could always purchase… Continue reading Meet the Financial Advisor to the Working Class

[ad_1] Financial advisors can leverage the use of mobile wealth management apps as a means to increase client engagement and improve customer satisfaction, according to a new study by data analytics and consumer insights firm J.D. Power. Clients are more satisfied the more they use digital tools like mobile apps and websites, research showed. “Apps… Continue reading Advisors should see digital tools, apps as opportunity, J.D. Power says – Insurance News