[ad_1] By Lynzie Wolters and Crystal Kanada Many people plan to save for college but may not be aware of their options to do so or know where to start. When college is a distant goal, it’s easy to put saving on the back burner but remember – time is both your biggest asset and… Continue reading Planning for college on an EMS salary: 5 options to save

[ad_1] The inclusion of an annuity in an RIA client’s retirement income strategy has a positive impact on that client’s behavior—they’re more comfortable spending more during retirement, it’s easier to stay the course when the markets get choppy, and they have a higher risk tolerance in other financial areas, according to a new survey. … Continue reading Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

[ad_1] Key Takeaways A new survey shows that inflation is causing 60% of retirement savers to rethink their strategy, with 75% saying they need to save more than originally thought. For 63% of American workers, retirement will mean changing jobs or working fewer hours, not ending work entirely, according to the 2023 Global Retirement Survey… Continue reading Inflation Spurs Rethink of Retirement Savings Strategy, Survey Shows

[ad_1] If you have $1 million in a 401(k) and collect a pension, you may be in a position to delay Social Security until age 70. Doing so can boost your monthly benefit by up to 24%. However, delaying Social Security will mean you’ll have to rely more heavily on your savings for several years… Continue reading I Have $1 Million in Savings and a Pension. Should I Delay Social Security and Rely on My 401(k) for 8 Years?

[ad_1] A North Carolina financial advisor has switched to Raymond James Financial Services from Edward Jones where he managed almost $140 million in client assets. Jonathan “J.D.” Swart, CPA, CRPC, and his firm Swart Financial Partners is headquartered in Wilmington and also includes senior client service associate Amanda Schedler. Swart was with Edward Jones for… Continue reading North Carolina advisor takes $140M practice to Raymond James

[ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our partners. Our opinions are always our own. I’ve used several banks over the years, and I recently looked into switching to online banking. I’ve moved… Continue reading I Keep My Long-Term Investments in a Separate Account so I Worry Less

[ad_1] By Elizabeth Ayoola Tax breaks are money in your pocket. Think about all the ways you can reinvest that money. This article is reprinted by permission from NerdWallet. The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or… Continue reading Twice as nice: 4 tax breaks married couples can use to build wealth

[ad_1] GP1-1 (glucagon-like peptide-1) drugs, originally developed as a treatment for diabetes, are shaking up some sectors. Developments surrounding the drugs, also popularly used for weight loss, have been disrupting anything from owners of dialysis centers to bariatric surgery providers and the food industry. But one investment advisor, Brian Krawez, president of Scharf Investments, says… Continue reading GLP-1 weight loss drugs creating an opportunity in 2 stocks: analyst

[ad_1] Image Credits: Flanks Flanks, which has built an API for automated wealth services, secured $8 million in Series A capital to democratize access to wealth management across Europe. Earlybird Venture Capital led the round and was joined by existing investors JME Ventures and 4Founders Capital. Scalapay co-founder Raffaele Terrone and Upvest co-founder and CEO… Continue reading Flanks grabs additional capital to automate wealth services in Europe

[ad_1] The holiday season, synonymous with joy and celebration, often carries a hidden burden for many parents. Economic challenges, paired with the escalating costs of holiday traditions, can stretch already thin budgets to their limits. A recent Bankrate survey provides startling insight: U.S. parents with children under 18 need almost $25,000 more annually than those… Continue reading Unwrapping the Truth: Parents Navigating Financial Hardship During the Holiday Season