Want to retire comfortably? Use the Rule of 70 to Estimate how long it will take you to reach your Financial Goals.
For anyone wondering how to best plan for retirement, the Rule of 70 can provide invaluable insight. The concept can help investors understand both the power of compound interest and how long it takes for investments to double. Whether you're a savvy investor looking...
Lottery Winners – Take Control of Your Wealth with the Help of a Financial Advisor
The Lottery Winner's Guide to Smart Money Management Congratulations on your recent lottery win! It's an exciting time and you're probably already dreaming of all the things you can do with your new-found wealth. You've hit the jackpot and won the lottery. Before you...
What Happens to 401k when you Die?
What Is a 401k? A 401k is one of the most popular and powerful retirement savings vehicles available in the United States. It offers many advantages, such as tax benefits, employer contributions, and portability when you change jobs. Let’s look at how a 401k works and...
A Few Things You Need to Know About Capital Gains Taxes in the United States
When it comes to taxation, the United States has a complex system with many different types of taxes. One type of tax that some people may not be familiar with is the capital gains tax. In short, capital gains taxes are levied on the profit from the sale of an...
IRA, Roth IRA, and 401k: Which is Right for you?
If you're like most people, the words "IRA," "Roth IRA," and "401k" probably make your eyes glaze over. Retirement account types can be confusing, and it's hard to know where to start. Savings accounts, checking accounts, money market accounts...and then there are...
6 Wealth Building Steps to start at any age in Life
People often associate wealth with having a lot of money. But wealth is not about having a large sum of money. It's about having enough money to do what you want. If you want to build wealth, it's important to start with the right mindset. Once you have the right...
Work with a Florida Financial Advisor to Achieve Your Floridian Dreams
Figuring out your finances can be difficult. And if you're not from Florida, it can be even more complicated. That's why working with a financial advisor who understands the unique financial landscape of Florida could be beneficial. Here are four reasons why: We are...
The SEC’s New Regulation BI: What Does It Mean for Investors?
Is Financial Advisors in compliance with the SEC's new Reg BI rule? The SEC's Regulation Best Interest ("Reg BI") is a new rule focused on ensuring that financial advisors act in their clients' best interest The rule requires financial advisers to disclose their fees,...
Fiduciary Financial Advisors: Who They Are and What They Do?
If you're not familiar with the term "fiduciary," you're not alone. A fiduciary is a person or organization that has been legally entrusted to act in the best interest of another person or organization. The term "fiduciary" comes from the Latin word for trust...
Planning a Successful Retirement as a Government Employee
Whether you're a government employee who is nearing retirement or you're still several years away, it's never too early to start thinking about and planning for retirement. There are some key things that government employees need to keep in mind when planning for...
Ranked Fastest Growing Advisors To Watch!
As a financial advisor, my primary goal is to help clients grow and protect their wealth. However, with so many different financial advisors out there, it can be difficult to know who to trust. AdvisorHub.com created the "Advisors to Watch" ranking in efforts to help...
The Truth about Working with Financial Advisors and What Makes them Stand Out?
With so many Personal Financial Advisors and Certified Financial Planners, it can be difficult understanding which may align with your expectations. Trusted Wealth Management is a holy grail in the financial industry. When looking for a personal financial specialist,...
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This information is intended for use only by residents of AL, CO, DE, DC, FL, GA, HI, LA, MD, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WV. Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA regarding their state-specific registrations. Insurance-related services may not be provided to individuals residing in any states other than CO, DC, FL, GA, MD, VA.
Securities and advisory services are offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC