financial advisor

financial advisor Articles

My husband has a pension he can either cash out for $2.9 million or get $15,000 monthly payments - what should we choose?
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. 24/7 Insights This Redditor has a husband with a large...
David Beren
Published:

Americans Who Do This Have Saved Twice as Much for Retirement Than Those You Don't
Economic conditions for Americans over the last four years have been challenging, to say the least. Inflation, struggling small business and employment rates, higher taxes, and a litany of other...
John Seetoo
Published:

My father-in-law wants to start gifting money to my children - which account should he use to avoid future headaches?
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. 24/7 Insights The father-in-law, in this case, is very...
David Beren
Published:

I have a net worth of $8 million and my fiancé has a net worth of $1.6 million. Is it unfair to enter a marriage assuming that shouldn't be shared?
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. 24/7 Insights A prenuptial is a difficult discussion for...
David Beren
Published:

3 in 5 Americans Say They Have No Clue When They Will Run Out of Money in Retirement - and That's a Problem
24/7 Wall St. Insights Planning for retirement is a critical part of growing older. Knowing your retirement runway number is essential.  You don’t want to be a burden on your children in...
David Beren
Published:

"Is this path realistic?": Millennial worker plans to bank $3 million in the next 5 years and retire - will it work?
24/7 Insights This Redditor hopes to retire at 40 with a $5 million net worth.  There is a lot of money tied up in real estate.  Commenters in this post were quick to point out flaws in the...
David Beren
Published:

5 Milestones You Should Hit by Age 40 If You Want to Retire Wealthy
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. 24/7 Insights It would help to have a set financial plan...
David Beren
Published:

If you're over 50 years old and have a family, this is what should absolutely already be checked off on your financial checklist
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. 24/7 Insights There are a few financial conversations...
David Beren
Published:

I'm in my 40s with several millions saved so far - is it time to get an advisor?
24/7 Insights Hiring a financial advisor can be expensive, and its not for everybody If you have enough money to afford a financial advisor, then your only goal would be to make more money, as your...
Aaron Webber
Published:

We're in our 40s with nearly $10 million - what type of financial advisor should we use to avoid getting ripped off?
This post is coming from the subreddit r/fatFire (Retire with a fat stash). The title is: “At $10M NW, should we use a fee-only financial advisor, a robo-advisor, or manage ourselves? How did you...
Aaron Webber
Published:

We're in our mid-30s with $2 million saved - is it time to consider working with a financial advisor?
24/7 Insights This Redditor recently hit their own magic net worth number.  The question here is whether or not to hire a financial planner.  There is also some fear over the wife leaving a...
David Beren
Published: