Author: elghoulam

[ad_1] ©Dave Ramsey Retirement is the future for many people, but not everyone will retire successfully. Considering that the average American spends roughly 20 years in retirement, building a successful retirement fund is a habit you should implement and be proud of. Look: 7 Frugal Habits That Rarely Pay Off for Boomers in RetirementMore: 3… Continue reading 9 Things People Do To Be Successful in Retirement

[ad_1] Eleganza / Getty Images Getting married earns you a whole list of financial benefits, from estate protection and a more favorable joint tax bracket to lower insurance premiums and greater charitable contribution deductions. The Frugal Minimalist: 9 Tips To Saving Money by Living With LessLearn: What To Do If You Owe Back Taxes to… Continue reading 7 Frugal Habits To Help Married Couples Meet Their Financial Goals

[ad_1] Recent retirement savings legislation (e.g., the SECURE 2.0 Act) has created confusion about when people must begin taking required minimum distributions (RMDs) from tax-deferred retirement savings accounts. (RMDs are the minimum amounts you must withdraw from certain retirement accounts each year once you reach a certain age.)  For example, a few years ago, the… Continue reading One Key Rule for Understanding Your 2023 RMD

[ad_1] People who possess an ultra-high net worth don’t always invest in the traditional methods you might imagine, such as stocks, bonds and real estate. Sometimes, a savvy investor will follow their passions and invest in something they love. I’m a Financial Advisor: These Are 7 Key Habits of 401(k) and IRA MillionairesLearn: 3 Things… Continue reading 5 Alternative Investments of the Ultra Wealthy That Are Worth Your Money

[ad_1] Defying conventional wisdom, Gen Xers and millennials—who share reputation for being financially unstable—may be better prepared for retirement than the older and more dependable baby boomers. This finding by investment advisor Vanguard seems contrary to years of economic research that projected millennials would be worse off than the generations that preceded them. Younger generations… Continue reading Surprise: Supposedly irresponsible millennials and Gen Xers are better prepared for retirement than baby boomers, report says

[ad_1] An Indiana man convicted last year of defrauding Amish and Mennonite investors was sentenced yesterday to more than eight years in prison and ordered to pay more than $2 million in restitution, according to the U.S. Attorney’s Office for the Northern District of Indiana. Earl D. Miller, 44, of Goshen, had been… Continue reading Advisor To Serve 8 Years For Scamming $4.3M From Amish

[ad_1] ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead who tend to get ahead. We’re bumping up against the tail end of 2023, but there’s still time to make a few money moves to… Continue reading Five Simple Year-End Tax Tips to Set Up a Successful 2024

[ad_1] American Express Sues Lotus Resident, Says Amex Centurion Card Unpaid. A Boca Raton Financial Advisor owes nearly $400,000 on his Amex Centurion Card. He is now being sued by American Express. BY: LITIGATION DESK | BocaNewsNow.com BOCA RATON, FL (BocaNewsNow.com) (Copyright © 2023 MetroDesk Media, LLC) —… Continue reading Boca Raton Financial Advisor Owes $394,000 To Amex, Now Suing Him

[ad_1] 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 their own finances in the process. While you can choose and purchase highly rated ESG funds on your own, working with… Continue reading How To Find A Financial Advisor Who Cares About Sustainable Investing