informed strategies for your complex #wealth decisions. (tweets ≠ advice). #retirement, #divorce #investment & #financialinsight personal acct @financialtrivia
Boston, MA
Joined December 2012
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Financial Insight retweeted
Tax Bracket changes are the kind of thing we get concerned about @bethpinsker!!!
Financial Insight retweeted
Many retirees find that they will pay some taxes on their social security income #financialinsight, #personalfinance, #money bit.ly/3Lh3VGH
Financial Insight retweeted
Retirees are often surprised to find that their pension income is taxable as ordinary income at the federal level, just as other retirement account income #financialinsight, #personalfinance, #money bit.ly/3HaJw3o
Financial Insight retweeted
Forging Ahead: Path Forward for Financial Advisors for Women wealthofgeeks.com/female-fin… via @wealthofgeeks #financialinsight #womenempowerment
Financial Insight retweeted
direct indexing can result in a better Return On Investment, primarily through tax advantages bit.ly/3Z4AZW9 #financialinsight, #personalfinance, #money
Financial Insight retweeted
Even in a rising market, many individual stocks inside an index will post negative returns insightfinancialstrategists.… #financialinsight, #personalfinance, #money bit.ly/3JGmu68
Financial Insight retweeted
@EmileHallez at @investmentnews tackles #ESG, politics, & what clients want. Check it out! Like and click! With contributions from @financialtrivia @tombalcom, Mitchell Kraus, Sarah Paulson, @kevin_cheeks, David Tenerelli @tkiridena & @americanpwealth investmentnews.com/esg-in-ad…
Financial Insight retweeted
Direct indexing also presents more complications than a portfolio using funds since individual securities can be held and traded for tax loss harvesting bit.ly/3yFVXQ8 #financialinsight, #personalfinance, #money
Financial Insight retweeted
Direct indexing portfolios offer greater flexibility for tax loss and tax gain harvesting bit.ly/3mNntZf #financialinsight, #personalfinance, #money
Financial Insight retweeted
Direct indexing tax loss harvesting allows investors to take advantage of the fact that many positions are going down even in a rising market bit.ly/3ZMBzZN #financialinsight, #personalfinance, #money
Financial Insight retweeted
Dear @TwitterSupport @premiumbusiness @TwitterDev @TwitterSafety please unban @jannmustdie. She’s a Ukrainian volunteer who helps evacuating people from immediate war zones. She’s been falsely reported and this inhibits the good work she’s doing.
Financial Insight retweeted
In most states, however, the actual divorce date is later than the court appearance #financialinsight, #personalfinance, #money
Financial Insight retweeted
A person who claims benefits based on a former spouse's record must be single at the time #financialinsight, #personalfinance, #money
Financial Insight retweeted
To maximize Social Security retirement benefits, you will typically need to delay them until 70 #financialinsight, #personalfinance, #money
Financial Insight retweeted
Social Security replaced the word "wife" with the "word" in the 1970s, allowing husbands to collect retirement benefits on their ex-wives' records #financialinsight, #personalfinance, #money
Financial Insight retweeted
Social Security retirement benefits are challenging to address in divorce settlement negotiations because State courts do not have jurisdiction over its allocation #financialinsight, #personalfinance, #money
Financial Insight retweeted
Optimally, the retirement bucket strategy requires retirees to update their financial plans periodically. #financialinsight #personalfinance #money
Financial Insight retweeted
With the retirement bucket strategy, planning expenses and the resources needed to fund them enable the retiree to identify a legacy surplus. #financialinsight #personalfinance #money
Financial Insight retweeted
A key reason to remain invested in the intermediate and long-term buckets is the power of compounding. #financialinsight, #personalfinance, #money
