An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow ...
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The Importance of Succession Planning as a Financial Advisor
Succession planning is something you may assist your clients with, but consider how much thought you've given to the future of your own business. When it comes to succession planning for financial ...
Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Staff Personal Finance ...
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Ask an Advisor: Can I Collect Spousal Benefits for 5 Years, Then Switch to My Own? I'm 62 and My Husband Is 68
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 Social Security now it will be reduced, of course. Can I collect ...
I suggest waiting in most cases, but that doesn't mean it’s always the best approach. Depending on your situation, risk tolerance and goals, your wife may want to file for Social Security now. However ...
With the end of the year approaching, it’s a ripe—If not necessary—time for employers to examine retirement (and other) benefits they provide their employees, with a raft of changes and evolving ...
Does the interest, dividends and capital gains from assets owned in my taxable brokerage account count toward the Social Security earnings limit? Only wages from employment or self-employment count ...
Millions of retirees could see a bump in their Social Security benefits over the coming months, according to the Social Security Administration. Some 3.2 million people who receive a pension from work ...
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