#financialadvisor — Public Fediverse posts

A 70-year-old blew through one-third of his $3 million nest egg in 3 years — financial advisors say he needs to act now

Fizkes/Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #CliffordCornell #discretionaryspending #FinancialAdvisor #PersonalFinance #retirementaccount #RetirementSavings #SteveAzoury #withdrawalrate
https://www.newsbeep.com/us/776755/

A 70-year-old blew through one-third of his $3 million nest egg in 3 years — financial advisors say he needs to act now

Fizkes/Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #CliffordCornell #discretionaryspending #FinancialAdvisor #PersonalFinance #retirementaccount #RetirementSavings #SteveAzoury #withdrawalrate
https://www.newsbeep.com/us/776755/

A 70-year-old blew through one-third of his $3 million nest egg in 3 years — financial advisors say he needs to act now

Fizkes/Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. The…
#NewsBeep #News #Personalfinance #AU #Australia #Business #CliffordCornell #discretionaryspending #Finance #Financialadvisor #PersonalFinance #retirementaccount #retirementsavings #SteveAzoury #withdrawalrate
https://www.newsbeep.com/au/815344/

A 70-year-old blew through one-third of his $3 million nest egg in 3 years — financial advisors say he needs to act now

Fizkes/Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. The…
#NewsBeep #News #Personalfinance #AU #Australia #Business #CliffordCornell #discretionaryspending #Finance #Financialadvisor #PersonalFinance #retirementaccount #retirementsavings #SteveAzoury #withdrawalrate
https://www.newsbeep.com/au/815344/

https://www.europesays.com/ie/597550/ A 70-year-old blew through one-third of his $3 million nest egg in 3 years — financial advisors say he needs to act now #Business #CliffordCornell #DiscretionarySpending #Éire #FinancialAdvisor #IE #Ireland #PersonalFinance #PersonalFinance #RetirementAccount #RetirementSavings #SteveAzoury #WithdrawalRate

A $1.6 Million 401(k) Faces a 40% RMD Tax Rate. Here’s How to Cut It in Half.

Quick Read A $1.6M 401(k) growing 7% annually reaches $4.4M by RMD age, pushing the first $166,000 withdrawal…
#NewsBeep #News #Personalfinance #Business #effectivetaxrate #Finance #financialadvisor #marginalrate #PersonalFinance #Rothconversion #SocialSecurity #UK #UnitedKingdom
https://www.newsbeep.com/uk/702787/

A $1.6 Million 401(k) Faces a 40% RMD Tax Rate. Here’s How to Cut It in Half.

Quick Read A $1.6M 401(k) growing 7% annually reaches $4.4M by RMD age, pushing the first $166,000 withdrawal…
#NewsBeep #News #Personalfinance #AU #Australia #Business #effectivetaxrate #Finance #Financialadvisor #marginalrate #PersonalFinance #Rothconversion #SocialSecurity
https://www.newsbeep.com/au/813164/

A $1.6 Million 401(k) Faces a 40% RMD Tax Rate. Here’s How to Cut It in Half.

Quick Read A $1.6M 401(k) growing 7% annually reaches $4.4M by RMD age, pushing the first $166,000 withdrawal…
#NewsBeep #News #Personalfinance #AU #Australia #Business #effectivetaxrate #Finance #Financialadvisor #marginalrate #PersonalFinance #Rothconversion #SocialSecurity
https://www.newsbeep.com/au/813164/

https://www.europesays.com/ie/595663/ A $1.6 Million 401(k) Faces a 40% RMD Tax Rate. Here’s How to Cut It in Half. #Business #EffectiveTaxRate #Éire #FinancialAdvisor #IE #Ireland #MarginalRate #PersonalFinance #PersonalFinance #RothConversion #SocialSecurity

Meet JPMorgan Wealth Planner in Your College Team’s Locker Room

Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he’s just sometimes…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #athletecenter #bank #Business #businessinsider #Career #collegeteam #FinancialAdvisor #JPMorgan #lemieux #Lockerroom #money #part #people #PersonalFinance #relationship #university #wealthadvisor
https://www.newsbeep.com/us/771952/

Meet JPMorgan Wealth Planner in Your College Team’s Locker Room

Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he’s just sometimes…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #athletecenter #bank #Business #businessinsider #Career #collegeteam #FinancialAdvisor #JPMorgan #lemieux #Lockerroom #money #part #people #PersonalFinance #relationship #university #wealthadvisor
https://www.newsbeep.com/us/771952/

Meet JPMorgan Wealth Planner in Your College Team’s Locker Room

Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he’s just sometimes…
#NewsBeep #News #Personalfinance #athletecenter #bank #Business #businessinsider #CA #Canada #Career #collegeteam #Finance #financialadvisor #JPMorgan #lemieux #lockerroom #Money #part #people #PersonalFinance #relationship #University #wealthadvisor
https://www.newsbeep.com/ca/812041/

Meet JPMorgan Wealth Planner in Your College Team’s Locker Room

Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he’s just sometimes…
#NewsBeep #News #Personalfinance #athletecenter #AU #Australia #bank #Business #businessinsider #Career #collegeteam #Finance #Financialadvisor #JPMorgan #lemieux #lockerroom #money #part #people #PersonalFinance #relationship #university #wealthadvisor
https://www.newsbeep.com/au/810074/

Meet JPMorgan Wealth Planner in Your College Team’s Locker Room

Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he’s just sometimes…
#NewsBeep #News #Personalfinance #athletecenter #AU #Australia #bank #Business #businessinsider #Career #collegeteam #Finance #Financialadvisor #JPMorgan #lemieux #lockerroom #money #part #people #PersonalFinance #relationship #university #wealthadvisor
https://www.newsbeep.com/au/810074/

Meet JPMorgan Wealth Planner in Your College Team’s Locker Room

Like others in wealth management, Mikael Lemieux is used to talking about taxes and investing— he’s just sometimes…
#NewsBeep #News #Personalfinance #athletecenter #bank #Business #businessinsider #Career #collegeteam #Finance #financialadvisor #JPMorgan #lemieux #lockerroom #Money #part #People #PersonalFinance #relationship #UK #UnitedKingdom #university #wealthadvisor
https://www.newsbeep.com/uk/699836/

https://www.europesays.com/ie/593364/ Meet JPMorgan Wealth Planner in Your College Team’s Locker Room #AthleteCenter #bank #Business #BusinessInsider #career #CollegeTeam #Éire #FinancialAdvisor #IE #Ireland #jpmorgan #lemieux #LockerRoom #Money #part #People #PersonalFinance #PersonalFinance #relationship #University #WealthAdvisor

https://www.europesays.com/uk/1098543/ Meet JPMorgan Wealth Planner in Your College Team’s Locker Room #AthleteCenter #bank #Business #BusinessInsider #career #CollegeTeam #Finance #FinancialAdvisor #JPMorgan #lemieux #LockerRoom #money #part #People #PersonalFinance #relationship #UK #UnitedKingdom #University #WealthAdvisor

https://www.europesays.com/ie/590253/ A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy #000 #40 #BrokerageAccount #Business #EarlyWithdrawalPenalty #Éire #FinancialAdvisor #IE #Ireland #PersonalFinance #PersonalFinance #RothConversion #RothConversionLadder #RothIra #TraditionalIRA

A couple lost $185K in retirement savings because no advisor was actually managing their account

Retirement money is accrued over the course of a career. It’s that special account that can’t b…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #advisor #Business #currentaccountbalance #DaveRamsey #fidelity #FinancialAdvisor #PersonalFinance #retirementaccount #retirementmoney #RetirementSavings #RobertKiyosaki #volatileinvestments
https://www.newsbeep.com/us/622087/

A couple lost $185K in retirement savings because no advisor was actually managing their account

Retirement money is accrued over the course of a career. It’s that special account that can’t b…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #advisor #Business #currentaccountbalance #DaveRamsey #fidelity #FinancialAdvisor #PersonalFinance #retirementaccount #retirementmoney #RetirementSavings #RobertKiyosaki #volatileinvestments
https://www.newsbeep.com/us/622087/

https://www.europesays.com/uk/925633/ 55% of Americans now use AI for financial advice — and an MIT professor says most are doing it wrong #AndrewLo #ArtificialIntelligence #Business #DaveRamsey #Finance #FinancialAdvisor #HarvardUniversity #JeffBezos #LaboratoryForFinancialEngineering #PersonalFinance #RobertKiyosaki #SebastianBenthall #TDBank #UK #UnitedKingdom

55% of Americans now use AI for financial advice — and an MIT professor says most are doing it wrong

Not quite sure what to do with your money? More and more Americans are turning to artificial intelligence…
#NewsBeep #News #Personalfinance #AndrewLo #Artificialintelligence #AU #Australia #Business #DaveRamsey #Finance #Financialadvisor #HarvardUniversity #JeffBezos #LaboratoryforFinancialEngineering #PersonalFinance #RobertKiyosaki #SebastianBenthall #TDBank
https://www.newsbeep.com/au/636537/

55% of Americans now use AI for financial advice — and an MIT professor says most are doing it wrong

Not quite sure what to do with your money? More and more Americans are turning to artificial intelligence…
#NewsBeep #News #Personalfinance #AndrewLo #Artificialintelligence #AU #Australia #Business #DaveRamsey #Finance #Financialadvisor #HarvardUniversity #JeffBezos #LaboratoryforFinancialEngineering #PersonalFinance #RobertKiyosaki #SebastianBenthall #TDBank
https://www.newsbeep.com/au/636537/

55% of Americans now use AI for financial advice — and an MIT professor says most are doing it wrong

Not quite sure what to do with your money? More and more Americans are turning to artificial intellig…
#NewsBeep #News #Personalfinance #AndrewLo #ArtificialIntelligence #Business #DaveRamsey #Finance #financialadvisor #HarvardUniversity #JeffBezos #LaboratoryforFinancialEngineering #PersonalFinance #RobertKiyosaki #SebastianBenthall #TDBank #UK #UnitedKingdom
https://www.newsbeep.com/uk/555307/

https://www.europesays.com/ie/458069/ 55% of Americans now use AI for financial advice — and an MIT professor says most are doing it wrong #AndrewLo #ArtificialIntelligence #Business #DaveRamsey #Éire #FinancialAdvisor #HarvardUniversity #IE #Ireland #JeffBezos #LaboratoryForFinancialEngineering #PersonalFinance #PersonalFinance #RobertKiyosaki #SebastianBenthall #TDBank

https://www.europesays.com/ie/524036/ Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It #Business #ClarkHoward #Éire #FinancialAdvisor #IE #IRAWithdrawal #Ireland #IRMAA #Medicare #ModifiedAdjustedGrossIncome #PersonalFinance #PersonalFinance #SocialSecurity #TaxReturn #TraditionalIRA #WesMoss

A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

A $1.1 million traditional IRA combined with $33,600 in Social Security income triggers taxation of 85% of her…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #federaltaxbill #FinancialAdvisor #IRAbalance #IRAwithdrawal #IRAwithdrawals #PersonalFinance #retirement #rothira #socialsecurity #taxbrackets #traditionalIRA
https://www.newsbeep.com/us/599084/

A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

A $1.1 million traditional IRA combined with $33,600 in Social Security income triggers taxation of 85% of her…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #federaltaxbill #FinancialAdvisor #IRAbalance #IRAwithdrawal #IRAwithdrawals #PersonalFinance #retirement #rothira #socialsecurity #taxbrackets #traditionalIRA
https://www.newsbeep.com/us/599084/

https://www.europesays.com/ie/447358/ A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA #Business #Éire #FederalTaxBill #FinancialAdvisor #IE #IRABalance #IRAWithdrawal #IRAWithdrawals #Ireland #PersonalFinance #PersonalFinance #Retirement #RothIra #SocialSecurity #TaxBrackets #TraditionalIRA

91% of Retirees Make a Social Security Mistake Costing up to $22,433 per year

Quick Read Waiting until 70 to claim Social Security pays roughly $3,162/month versus $1,292 at 62, a $22,433…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #Claiming #FinancialAdvisor #incomesources #PersonalFinance #retirement #socialsecurity
https://www.newsbeep.com/us/709725/

91% of Retirees Make a Social Security Mistake Costing up to $22,433 per year

Quick Read Waiting until 70 to claim Social Security pays roughly $3,162/month versus $1,292 at 62, a $22,433…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Personalfinance #Business #Claiming #FinancialAdvisor #incomesources #PersonalFinance #retirement #socialsecurity
https://www.newsbeep.com/us/709725/

https://www.europesays.com/ie/539497/ 91% of Retirees Make a Social Security Mistake Costing up to $22,433 per year #Business #claiming #Éire #FinancialAdvisor #IE #IncomeSources #Ireland #PersonalFinance #PersonalFinance #Retirement #SocialSecurity

I’m 55 and Ready to Retire: What Happens to My 401(k)?

The retirement journey is a long-term process. You have to save for many years before reaching your retirement…
#NewsBeep #News #Personalfinance #AU #Australia #Business #Finance #Financialadvisor #Indexfunds #PersonalFinance #portfolio #Redditor #Retirement #risktolerance
https://www.newsbeep.com/au/681133/

I’m 55 and Ready to Retire: What Happens to My 401(k)?

The retirement journey is a long-term process. You have to save for many years before reaching your retirement…
#NewsBeep #News #Personalfinance #AU #Australia #Business #Finance #Financialadvisor #Indexfunds #PersonalFinance #portfolio #Redditor #Retirement #risktolerance
https://www.newsbeep.com/au/681133/

https://www.europesays.com/ie/492608/ I’m 55 and Ready to Retire: What Happens to My 401(k)? #Business #Éire #FinancialAdvisor #IE #IndexFunds #Ireland #PersonalFinance #PersonalFinance #portfolio #Redditor #Retirement #RiskTolerance

https://www.europesays.com/ch/91516/ Meyer Wilson Werning investigates UBS advisor over alleged #BrokerMisconduct #FinancialAdvisor #FINRAArbitration #FINRAInvestigation #InvestmentLossRecovery #Investor #MeyerWilsonWerning #SecuritiesFraud #UBS

McEwen Copper Appoints Societe Generale as Financial

TORONTO, May 14, 2026 (GLOBE NEWSWIRE) — McEwen Copper Inc. (“McEwen Copper” or the “Company”) today announced that…
#France #FR #Europe #EU #SociétéGénérale #Argentina #copper #development #financialadvisor #financing #Gold #ICF #LosAzules #McEwen #McEwenCopper #McEwenInc. #mining #Silver #TorontoStockExchange:MUX
https://www.europesays.com/france/43085/

https://www.europesays.com/ch/103731/ UBS Welcomes Financial Advisor Samuel Duckett to Austin Office #CentralRegion #FinancialAdvisor #JeffBidstrup #JonRamey #Samuel #SamuelDuckett #SanDiegoStateUniversity #UBS #WealthManagement #WealthPreservation

https://www.europesays.com/ch/103715/ UBS Welcomes Financial Advisor Samuel Duckett to Austin Office #CentralRegion #FinancialAdvisor #JeffBidstrup #JonRamey #Samuel #SamuelDuckett #SanDiegoStateUniversity #UBS #WealthManagement #WealthPreservation

https://www.europesays.com/ch/69543/ UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List #DorenFinancialGroup #FinancialAdvisor #JosephLombardo #Michael #MichaelRDoren #UBS #UBSGroup #WealthAdvisors #WealthPreservation

https://www.europesays.com/ch/69141/ UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List #DorenFinancialGroup #FinancialAdvisor #JosephLombardo #Michael #MichaelRDoren #UBS #UBSGroup #WealthAdvisors #WealthPreservation

I’m 64, retired with $700K, but I can’t stop obsessing over my account — is this normal or a deeper problem?

Woman on computer Picture this hypothetical situation: At 64, Robin is retired with a healthy $700,000 nest egg.…
#NewsBeep #News #Personalfinance #Business #CA #Canada #CPPInvestments #DaveRamsey #Finance #financialadvisor #PersonalFinance #retirementaccount #retirementsavings #RetirementSurvey #Robin
https://www.newsbeep.com/ca/160230/

Austin's Quiet Moat

Opportunity Austin says the region is strong, resilient, outperforming peers. 30 years in, that lines up with what I see here.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com/?utm_source=mastodon&utm_medium=social&utm_campaign=organic

2026 Roth Catch-Up Rule: How High Earners Must Change Their Retirement Math

The 2026 retirement rule that's about to blindside high earners? If you made over $150,000 last year, your catch-up contributions MUST be Roth starting January 1st.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/2026-roth-catch-up-rule-how-high-earners-must-change-their-retirement-math

Life Insurance Exit Planning: How the Right Structure Adds Millions to Business Sales

Most business owners planning exits overlook a significant opportunity. Last month, I reviewed an Austin manufacturer's "exit-ready" $8M company.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/life-insurance-exit-planning-how-the-right-structure-adds-millions-to-business-s

Most IRA Moves Business Owners Must Make Before April 15: 3 Critical Tax Strategies

Most business owners focus on business deductions and miss the retirement account moves that cut their personal tax bill. With April 15 approaching, here are 3 critical moves you can't afford to miss:

→ Traditional IRA contributions: Up to...

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-ira-moves-business-owners-must-make-before-april-15-3-critical-tax-stra

Why Most OBBBA Tax Changes: 3 Hidden Wins Most Advisors Haven't Told You

Most business owners still don't know about the three biggest tax wins buried in the OBBBA. I've been reviewing these changes with clients for months.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-obbba-tax-changes-3-hidden-wins-most-advisors-havent-told-you

3 Deal Terms That Matter More Than Purchase Price for Business Owners

Here is how to negotiate a business sale so you keep more of what you earn. A founder came to me six months before closing a $14M deal.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/3-deal-terms-that-matter-more-than-purchase-price-for-business-owners

Why Most AI Task Reshuffling: How Business Owners Can Get Ahead of Workforce Changes

Here is how I spot AI reshuffling your team before it hits valuation. Morgan Stanley: young workers in high-exposure roles, up 1.1pp since 2023.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-ai-task-reshuffling-how-business-owners-can-get-ahead-of-workforce-chan

Why Most AI Exit Strategy: How Technology Separates $5M From $15M Business Sales

Here's how AI is separating the $5M exits from the $15M exits, before the market recovers. The businesses implementing AI systems right now are positioning themselves for 3x higher valuations when conditions improve.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-ai-exit-strategy-how-technology-separates-5m-from-15m-business-sales