LOANS & MORTGAGES4 Min Read Dr. Evelyn ReedonDecember 24, 2023 I Have $2 Million Invested With My Financial Advisor and Pay a 1% Fee. Am I Paying Too Much? [ad_1] Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t… Discover More
LOANS & MORTGAGES12 Min Read Dr. Evelyn ReedonDecember 24, 2023 Best Online Financial Advisors in December 2023 [ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing… Discover More
LOANS & MORTGAGES4 Min Read Dr. Evelyn ReedonDecember 24, 2023 I’m a Financial Advisor — Here Are 6 Tips To Reduce Taxes Through Charitable Donations This Holiday Season [ad_1] courtneyk / Getty Images If you fear a large tax bill in April, you might be wondering how you can reduce your tax liability with just… Discover More
LOANS & MORTGAGES2 Min Read Dr. Evelyn ReedonDecember 24, 2023 Osaic to Buy Lincoln’s Wealth Unit for $700M [ad_1] By Janet Levaux December 14, 2023 at 04:44 PM The deal could result in a firm with a total of about 11,950 financial professionals and… Discover More
LOANS & MORTGAGES9 Min Read Dr. Evelyn ReedonDecember 24, 2023 Where Not to Go for Crypto Advice [ad_1] Over the last few years, cryptocurrency has become an increasingly popular option for investing. The crypto market is known for its… Discover More
LOANS & MORTGAGES11 Min Read Dr. Evelyn ReedonDecember 24, 2023 How To Choose A Financial Advisor – Forbes Advisor [ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or… Discover More
LOANS & MORTGAGES6 Min Read Dr. Evelyn ReedonDecember 24, 2023 Ask an Advisor: We’re 62 and 68. Can I Collect Spousal Benefits for 5 Years and Switch at FRA? [ad_1] My husband began drawing his Social Security at age 62. He is 68 now (born in 1955), while I am 62 (born 1961). If I begin to draw my… Discover More
LOANS & MORTGAGES5 Min Read Dr. Evelyn ReedonDecember 24, 2023 Here’s the top place Americans get financial advice – even young Americans [ad_1] More than half of Americans (57 percent) sought out financial advice in 2023, and their top resource may surprise you, according to a… Discover More
LOANS & MORTGAGES4 Min Read Dr. Evelyn ReedonDecember 24, 2023 Is it Better to Work With an Independent Advisor or One From a Large Firm? [ad_1] Financial advisor and columnist Brandon Renfro Is it best to work with an advisor who’s independent or part of a large firm? I am not… Discover More
LOANS & MORTGAGES4 Min Read Dr. Evelyn ReedonDecember 24, 2023 Morgan Stanley Financial Advisors Make This Much Money [ad_1] Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management and… Discover More