Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. Here are 5 signs it might be time to hire a financial advisor.

Financial Advisor 75

Financial Advisor Retirement Budgeting Wealth Accumulation 75

WiserAdvisor

MARCH 28, 2024

Addressing financial obligations, such as the weight of a mortgage or the burden of high-interest credit card debt, is essential for catching up on retirement savings and securing your financial future. Surprisingly, another study revealed that nearly half of homeowners between the ages of 60 and 70 still have a mortgage when they retire.

Retirement 45

Retirement Financial Advisor Medical Healthcare 45

WiserAdvisor

FEBRUARY 29, 2024

Below are five benefits of working with a financial advisor and how they can help you retire with more wealth: 1. This can help optimize your wealth accumulation while mitigating unnecessary risks. For example, imagine a scenario where you have several decades until retirement.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

WiserAdvisor

MARCH 19, 2024

Such growth can translate into substantial returns on investment, making these markets attractive for wealth accumulation. A study reveals that 22% of wealthy individuals wanted to invest in residential property in 2023, while 19% in commercial property.

Investing 45

Investing Investments Financial Advisor Taxes 45

Clever Girl Finance

DECEMBER 16, 2023

Once you’ve set up your emergency fund and a few sinking funds, get to work on retirement. Retirement is a huge goal to prepare for, but the sooner you can start learning tips for retirement planning , the better off you’ll be. Time is one of the most powerful tools in retirement savings.

Budgeting 96

Budgeting Retirement Accounting Taxes 96

WiserAdvisor

JUNE 22, 2023

For instance, if your goal is wealth accumulation, the financial advisor may recommend different strategies versus if your goal is wealth preservation. Withdrawals from a Traditional account are taxed as ordinary income in retirement. Traditional accounts require RMDs starting at age 73, as of 2023.

Financial Advisor 40

Financial Advisor Portfolio Investing Investments 40