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As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless ‘treadmill’ of constant sales, allowing them to invest in growth by hiring […]
The title is what I'm wondering, currently have a roth ira with Northwestern Mutual (and want to leave them) to go with Fidelity or Vanguard. I don't have enough to qualify for a advisor or team of advisor and I do not want to invest entirely on my own with whoever I go with. What […]
Source: The College Investor The student loan debt tax bomb can happen when you have to pay taxes on the student loan forgiveness you received. However, most people will avoid the tax bomb due to a tax process called insolvency. While some student loan forgiveness programs, like Public Service Loan Forgiveness (PSLF) are tax-free, others […]
Spirit Airlines is preparing to file for bankruptcy protection after merger talks with Frontier Airlines collapsed, according to a Wall Street Journal report. This comes after a merger agreement between Spirit Airlines and JetBlue Airlines fell through earlier in 2024. In October, the Journal reported that negotiations between the airline and its creditors were focused […]
(Keep a Boundary in Place) Dear Dave, I have a money market account that I use as both my checking and savings account. I have a debit card and check writing privileges with the account, and I get a better interest rate on my money. Is what I’m doing a good idea, or is it […]
Home » Deals » *HOT* Adidas Racer TR23 Shoes just $24 shipped! (Reg. $80) Published: by Meagan on November 13, 2024 | This post may contain affiliate links. Read my disclosure policy here. Wow! Don’t miss these great deals on Adidas! As an early Black Friday Deal, Adidas members can get Men’s Racer TR23 Shoes for just […]
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look at my finances. To my surprise, I uncovered a huge gap between my perceived risk tolerance and the reality of my portfolio. Since leaving work in 2012, I’ve generally seen myself as a […]
With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025. At a […]
The best high yield saving accounts are currently earning an annual percentage yield (APY) of 5% or more. Our list of high-yield savings accounts earn much more interest than the national average of 0.45%. If you’re looking to get a better interest rate on your savings, you need to find the best high yield savings […]
I called today to do a balance transfer from a bank loan to a credit card. The man only asked for my account number, and then he told me the name of the lender it was coming up under, which is not my lender. From Google searches, this non-bank company is not affiliated with my […]