I’m 63, retired and getting $45,000 per year. But I only have about $200,000 in my IRA and still have a mortgage. What’s my move?
At 63 years old, I am concerned over my retirement income. I retired at 60, with a passive income of about $45,000 per year, ...
Financial Planning1dOpinion
The truth about wealth management AI? It's all about the data
AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of ...
The Oklahoman1d
What did Michael Hawkins Jr. show OU football in his first start? QB 'fearless' vs Auburn
AUBURN, Ala. — When the clock hit 0:00 inside Jordan-Hare Stadium and after celebrating at midfield with his teammates, Michael Hawkins Jr. bolted for the OU section in the corner of the end zone.
Financial Advisor1d
Three Disruptive Trends, One Tactic For Future-Proofing Your Firm
With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.
TMCnet2d
eMoney Advisor Presents Product Roadmap Focused on Collaborative Planning during Annual Summit
Product Roadmap and Vision This research has directly informed eMoney's product roadmap and vision, which is focused on providing technology that helps advisors plan better together with their clients ...
Ohio Woman Scores $15M Lottery Win, But A Huge Tax Bill Means She May Only Take Home $4.5M – Here's Why
State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around ...
Financial Planning6d
Kitces: Crowded tech map could generate more indy advisors
Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...