When it comes to retirement planning, there is one crucial question that many investors struggle to answer correctly: "What is your life expectancy?" Underestimating or overestimating this factor can have significant implications for your financial situation during retirement. A recent survey conducted by the TIAA Institute and George Washington University's Global Financial … [Read more...] about Life Expectancy and Retirement Planning
financial planning
The Rise of Women in the Financial-Planning Profession
Nancy Daoud, a private wealth advisor at Ameriprise Financial Services, has achieved remarkable success in the industry. She migrated to the U.S. from Egypt at the age of 11, and today, she heads Opus: Advice First, a thriving practice based in Oxford, Conn., with 19 employees. Daoud's prowess in the field has been duly recognized, as she has made appearances on prestigious … [Read more...] about The Rise of Women in the Financial-Planning Profession
Questions to Ask a Financial Adviser: A Guide for Making the Right Choice
When searching for a financial adviser, it is crucial to come prepared with a set of questions that will help you assess their qualifications, background, payment structure, approach to financial planning, and more. To assist you in this process, we have put together a comprehensive guide featuring 15 essential questions that you should ask any potential financial adviser. This … [Read more...] about Questions to Ask a Financial Adviser: A Guide for Making the Right Choice
