NaviPlan v1.4.0 “Guyot” – now supports global assets, NPS, pension funds and insurance polices!
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Judge Denies Merrill TRO in OpenArc, Dynasty Case
A federal court judge in Georgia sided with new registered investment advisor OpenArc Corporate Advisory by dismissing a…
Beneficiaries spend 8% more than they receive each week: report
Beneficiaries are increasingly struggling to make ends meet, financial mentors say, and are spending more than they receive…
Claiming Social Security at 62 vs. Building a Dividend Bridge: Which Leaves You Richer at 75?
Quick Read Delaying Social Security from 62 to 70 boosts monthly benefits by up to 48%, but requires…
RBC Wealth Management President Tom Sagissor to Step Down
RBC Wealth Management has confirmed that Tom Sagissor, who has served as president of the firm since 2016,…
Michael Nathanson Steps Down as Focus Financial CEO
Michael Nathanson, who has served as CEO of Focus Financial Partners for the last year and a half,…
Advisory Team Brings $2B in Assets to LPL
An Ohio-based advisory duo with about $2 billion in client assets is joining LPL Financial from Fifth Third…
Sanctuary Adds $800M Breakaway From Merrill Lynch
A Walnut Creek, Calif.-based team managing about $800 million in client assets is joining Sanctuary Wealth, the Indianapolis-based…
How Large Does Your Portfolio Need to Be to Generate $15,000 a Month?
Quick Read Generating $180,000 annually requires roughly $5.1M at a conservative 3.5% yield, but only $1.8M at an…
How a 67-Year-Old Built a $4,800 Monthly Paycheck Around SCHD, JEPQ, and O
Quick Read Generating $4,800 monthly requires $1.8M in SCHD at 3.2% yield, but only ~$576K in JEPQ at…
Doom spending: holidays over houses?
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He Retired to a Small Town to Stretch His Social Security. Then the Only Hospital Closed, and His Cheap Retirement Turned Expensive.
Quick Read Ray cut monthly expenses by a third retiring to rural Mississippi, but a hospital closure made…