My mother and father both worked for approx 35 years. But in two years after their retirement and after my sister's wedding, we exhausted the life savings. We are left with zero money.And I kept wondering how is this possible. Today I'm going to share that reason and also my 20 years of investment learnings in the theme seeds of change and the topic why and how learning to invest early can change the fortune of your life. I was fortunate to have born to a loving, caring and humble parents.My mother used to ...

Like many people, one of your top priorities in the new year is growing your wealth. You’re going to read all the money management books and listen to the podcasts. You’ll download apps to help you get smarter about saving money. And this is the year you’re finally going to get more serious about investing. Whether your only experience as an investor begins and ends with your workplace 401(k) or you already keep a close eye on your portfolio, there are smart investing moves you can make now to position y ...

fadfebrian / Shutterstock.com Quick Read 58% of Americans will be unable to maintain their standard of living in retirement. Americans working with a financial advisor have saved $132K versus $62K for those without one. Advisor users plan to retire at 64 compared to 66 for non-users. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Most Americans do not have enough retirement savings. Morningstar ...

If you're planning on working with a financial advisor, it might be beneficial to learn how their paid. In knowing their fee structure, you can identify how to find the best one for your needs.Read more: https://t.co/3leTVWPlHJ https://t.co/YeRHkFMQFZ ...

hot take: if you make less than 20k a month and you’re paying a financial advisor to “manage your funds”, you’re getting fleeced.(inspired by my baby sister in law letting her best friend from college be her wealth manager) ...

Browse Investopedia’s expert-written library to learn about building your practice as a young financial advisor. https://t.co/xVdNVfBq2z ...

Do you want to know how the new China tariffs will impact your personal investment portfolio?You can ask @cfosilvia and she will give you a detailed overview of exactly what to expect.Silvia can do this in seconds once you connect your accounts.Smarter, faster, and cheaper than your financial advisor.Sign up for free: https://t.co/bMI7hLeciU ...

Core Insights - Lighthouse Private Wealth has been formed by advisors DJ Totland, Christopher Meyer, and Rob Tendler, joining LPL Financial's platform, with approximately $1.1 billion in advisory, brokerage, and retirement plan assets [1][2]. Group 1: Company Formation and Background - Lighthouse Private Wealth is located in Red Bank, New Jersey, and has a combined experience of 90 years among its founding advisors, who have worked together for 20 years [2]. - The firm serves a diverse clientele, including high-net-worth individuals, small business owners, and families, utilizing a holistic approach to financial matters [2]. Group 2: Reasons for Choosing LPL Financial - The advisors chose LPL Financial for improved technology and autonomy, aiming to customize their services in an 'a la carte' manner [3][4]. - The desire to become business owners and operate independently from traditional wirehouses or regional broker-dealers was a significant factor in their decision [4]. Group 3: LPL Financial Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions, with around $1.9 trillion in brokerage and advisory assets [6]. - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors to select the resources they need to succeed [6].

Investment Strategy - The report mentions Ric Edelman (@ricedelman), a Hall of Fame Financial Advisor, discussing the new 60/40 portfolio [1] - The industry is focusing on the evolution and potential adjustments to the traditional 60/40 investment portfolio strategy [1]

SAMSON MOW: “In the age of Bitcoin, having a financial advisor is like saying the McDonald’s cashier is your nutritionist.” https://t.co/dCTxJdOJtt ...