Wealth Management

FEBRUARY 13, 2024

Three experts provide answers to some common questions regarding SECURE Act 2.0.

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Mish Talk

DECEMBER 13, 2022

SBF Arrested Yesterday Indictment Unsealed Charges Against SBF Wire fraud Commodities and securities fraud Money laundering Campaign finance violations SEC Involved Formal Request for Extradition FTX is Unique No Record Keeping Whatsoever Please think about that for a second. Blockchain's big promise was record keeping. What a hoot!

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Integrity Financial Planning

JANUARY 23, 2023

For most, Social Security provides a solid foundation for retirement income. Starting with the Basics Social Security is a federal program that was ultimately designed to support disabled and retired workers and their families by providing them with a supposedly fail-proof source of income. Let’s discuss a few.

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Random Roger's Retirement Planning

APRIL 18, 2024

This is the behavior of continually moving the goal post on how much money is needed for financial security or happiness or any other like term you would substitute in. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Getting Your Financial Ducks In A Row

JULY 18, 2022

Back in the olden days, we all received an annual statement from the Social Security Administration detailing your benefits projected to your potential retirement age(s). You can review each individual year’s earnings record online in your my Social Security account. Third Page (there’s a third one?).

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Advisor Perspectives

DECEMBER 11, 2023

The chief risk for your clients who are in retirement or approaching that phase of life is the solvency of Social Security.

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Integrity Financial Planning

OCTOBER 30, 2023

When it comes to Social Security there are a lot of different factors to consider, and the right path forward may not be apparent to you. Here are just a few things that you may want to discuss with your financial advisor: 1: Deciding when to claim Social Security This is the most important part of claiming Social Security benefits.

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Retirement Retirement Planning Taxes Financial Advisor 84

Advisor Perspectives

JANUARY 14, 2024

Many of the commentators on my articles claim, as does Chris Christie, that Social Security is a safety net. It is not.

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Integrity Financial Planning

SEPTEMBER 5, 2023

Deciding when you claim Social Security is a key part of the puzzle for your retirement plan. Withdrawing at 62 People who withdraw before their “full retirement age” receive permanently reduced payments from their Social Security. [1] There are pros and cons to each, so how do you know which age is right for you?

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Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is your investment account, not a home. A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio.

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Your Richest Life

JANUARY 20, 2023

The Secure Act 2.0, Secure Act 2.0: The Secure Act 2.0 Other Secure Act 2.0 Changes The Secure Act brings additional changes including increased RMD age limits, higher catch-up contributions, changes to qualified charitable contributions, and other annuity changes. The post Secure Act 2.0: document here.

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Mullooly Asset Management

OCTOBER 11, 2022

Almost everyone knows they’ll receive social security in retirement. But many people don’t realize that their spouse may qualify for spousal social security benefits as well! Social security is a big piece of the retirement puzzle. When should you claim? How do you claim?

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Fortune Financial

APRIL 11, 2024

Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement. As these resources lay idle, they may miss out on potential growth through investment returns, compounding the challenge of securing a comfortable retirement.

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Getting Your Financial Ducks In A Row

JUNE 5, 2023

Photo credit: jb There are three methods you can use to apply for Social Security retirement benefits. Advice from the Social Security site indicates that there are often long wait times, and that early in the day is typically better (8am to 10am) with somewhat shorter waits.

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MainStreet Financial Planning

JANUARY 3, 2024

The IRS and Social Security Administration recently announced changes for 2024. Social Security and SSI beneficiaries are normally notified by mail starting in early December about their new benefit amount. The maximum amount of earnings subject to Social Security tax (taxable maximum) will increase to $168,600 from $160,200.

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Getting Your Financial Ducks In A Row

MAY 15, 2023

Photo credit: jb When it comes to Social Security retirement benefits, many folks look at the payments as something they’ve earned… and that’s not totally off base if you happen to receive benefits, because the amount of the benefit that you receive is a direct result of your earnings over your career. So what are the similarities?

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Wealth Management

DECEMBER 15, 2023

The panel of experts will discuss and answer questions about the changes made by SECURE 2.0 Act regarding individual retirement accounts, including changing when the first required minimum distribution can be made from the account, new rules for inhe

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Wealth Management

JANUARY 4, 2024

Known as BTC DRs, the offering will give institutions access to Bitcoin securities through US regulated market infrastructure and cleared through the Depository Trust Co.

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Random Roger's Retirement Planning

JANUARY 8, 2023

From my life, this pertains to many aspects of firefighting, diet/exercise topics and investing/financial planning including what I'd like to talk about today which is Social Security. We all either get an annual Social Security statement in the mail or via email if you have an account at the SSA website. What are your numbers?

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Wealth Management

OCTOBER 12, 2023

Workers in the US are increasingly concern about potential cuts to Social Security benefits in the coming decade.

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Nationwide Financial

JULY 20, 2022

Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility. How planning has changed?

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Advisor Perspectives

MAY 22, 2023

Social Security has always been born from political rather than financial necessity. The initial retirement age was not based on life expectancy but rather on the political and social realities of the time.

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Covisum

JANUARY 9, 2023

The SECURE Act 2.0 It contains several provisions designed to improve Americans' retirement security, including later required minimum distributions (RMDs), 529-to-Roth rollovers, and other tax planning opportunities. Updated Legislation Means More Changes That Advisors Need To Know.

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Wealth Management

DECEMBER 7, 2023

Insights from Fidelity's Bill Maclay on identifying growth-driven properties, emphasizing free cash flow, and navigating opportunities in Commercial Mortgage Backed Securities (CMBS) and private lending in today's market.

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MainStreet Financial Planning

JUNE 29, 2023

Social Security can be a confusing topic and everyone’s social security strategy is specific to their circumstances, life expectancy, financial situation, etc. Here are a few helpful facts, tips, and resources that can help you better understand Social Security benefits.

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Retirement Financial Planning Taxes Planning 79

Carson Wealth

SEPTEMBER 5, 2022

What are securities in finance? Securities are assets that have a value determined by any number of influencing factors. Investors buy and sell securities with the goal of earning profits if the value of the asset increases. . To be considered a security, an investment must meet four key criteria.

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Wealth Management

NOVEMBER 21, 2023

There are already ETFs in the market that invest in mortgage-backed securities. But the MTBA ETF focuses on recently issued ones.

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Nationwide Financial

SEPTEMBER 27, 2022

Many Hispanic clients are seeking help around maximizing Social Security benefits. While Hispanic Americans share many of the same financial goals and concerns as all Americans, there are some key distinctions that financial professionals can focus on to help their Hispanic clients build greater financial confidence and security.

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NAIFA Advisor Today

APRIL 20, 2023

SECURE 2.0 On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, is here, but what does that mean for your clients' retirement and estate planning?

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Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. The Securities and Exchange Commission (SEC) provides resources to help find a financial advisor who is right for you.

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NAIFA Advisor Today

FEBRUARY 1, 2024

Life Happens, a devoted advocate for financial protection and security and NAIFA's consumer outreach arm, spearheads Insure Your Love Month every February. February, the month of love, brings with it a unique opportunity to express our deepest affections in the most meaningful way possible.

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eMoney Advisor

JANUARY 20, 2023

The SECURE 2.0 To be fully prepared to take advantage of these changes, it’s important to not only understand what’s changing because of SECURE 2.0 To be fully prepared to take advantage of these changes, it’s important to not only understand what’s changing because of SECURE 2.0 Act SECURE 2.0

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Getting Your Financial Ducks In A Row

JULY 11, 2022

There is a portion of your Social Security statement that is often a source of misunderstanding. If you’ll take a look at this portion of the statement, you’ll see a projection of your Social Security retirement benefits, at each age between 62 (unless you’re already past that age) up to age 70. Photo credit: jb.

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Random Roger's Retirement Planning

DECEMBER 24, 2023

The Social Security Administration wants us to know how much we should be receiving when our time comes. Unless you're getting a government pension, you should have Social Security as one income steam. How do your planned expenses, the ones you know about now, stack up to what you'll get from Social Security?

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Advisor Perspectives

FEBRUARY 13, 2024

Are you eager to secure long-term growth for your practice? If so, consider adding a next-gen advisor to your team. It’s a strategic move that can open new doors to both client and revenue growth.

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Wealth Management

APRIL 20, 2023

The SECURE Act eliminated stretch treatment for all inherited IRAs other than by eligible designated beneficiaries—a group which includes those that are disabled or chronically ill.

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Darrow Wealth Management

DECEMBER 23, 2022

The Secure Act 2.0 9 major Secure Act 2.0 After the passing of the original Secure Act in 2019 , lawmakers have been working on enacting more changes. 9 major Secure Act 2.0 After the passing of the original Secure Act in 2019 , lawmakers have been working on enacting more changes. The Secure Act 2.0

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