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Showing posts from April 30, 2023

Secure Your Retirement with Annuities: The Top Choice for Affluent Investors

The SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement, offers new investment opportunities for high net worth individuals. With annuities made more accessible in 401(k)s and other defined contribution plans , there is a new level of safety in retirement planning. As a team passionate about finance and aiding high net worth individuals, this has been an exciting development for us. As a high net worth individual – your investable assets are at least $1.0 million – you may not be familiar with the benefits of annuities , which can provide a guaranteed income for life, even as traditional retirement  plans become increasingly rare. With the new opportunities created by the SECURE Act, annuities can provide a safe and stable income source throughout your retirement, ensuring long-term financial security. It's important to note that while annuities can be a valuable component of a retirement plan, they shouldn't necessarily make up the entirety o

10 Best Rewards Checking Accounts for 2023

We all have a checking account that we use to pay bills, make purchases, and deposit our paychecks. But most checking accounts don’t earn any interest, nor do they offer benefits. So, it may surprise you to learn that checking accounts exist that pay interest on deposits and cash back. Of course, the benefits vary depending on the bank, so we’re listing the best accounts here to help you find the best fit for your banking needs. Note that these are not a substitute for high-yield savings accounts – think of them as an easy way to get more oomph from your spending money (without an annual fee).   Table of Contents Discover Bank Cashback Debit Axos Bank Rewards Checking SoFi Checking and Savings Upgrade Rewards Checking American Express® Rewards Checking LendingClub Bank Rewards Checking Consumers Credit Union Rewards Checking  Wealthfront Cash Account Quontic Cash Rewards Yotta Savings Which Account is Right for Me? The best rewards checking accounts offer multiple b

The Importance of Estate Planning for High Net Worth Individuals

Imagine this: you've worked hard all your life, and now you're at the top. You're doing pretty well for yourself, but have you taken a moment to consider what happens to your wealth when you're gone? Believe it or not, high-net-worth individuals often overlook the importance of estate planning. Failing to plan can have massive consequences, leaving your hard-earned cash in limbo. Think about your valuable bank accounts, 401(k) investments, luxurious properties, and more—it's all part of your estate. Protect your legacy with a well-designed estate plan. High-net-worth individuals often overlook the importance of estate planning, which can have massive consequences for their hard-earned wealth. According to a survey of more than 1,200 Americans by EstateExec, an online resource for executors, over 44% of adults have experienced or heard of a family conflict over assets during an estate settlement. On average, it takes about 16 months to settle an estate, which can

Ziggma Review: The Best Portfolio Tracker for Your Money?

If you prefer individual stocks and ETFs for short or long-term trading, investment research tools like Ziggma can help you find the best stocks for your portfolio. Ziggma provides in-depth research through a free stock screener and portfolio tracker. The platform also has several premium tools, including proprietary stock ratings, a portfolio simulator, and backtests. Our Ziggma review tests out the various features of this stock analysis tool so you can decide if it deserves a spot in your investment toolkit. Table of Contents What Is Ziggma? How To Use Ziggma Ziggma Stock Screener Portfolio Tracker Portfolio Analyzer Stock Analysis Ziggma Score Portfolio Simulator Portfolio Back Test Investment Ideas Big Board How Much Does Ziggma Cost? Ziggma Free Ziggma Premium Ziggma Pros and Cons Pros Cons Ziggma Alternatives Stock Rover Seeking Alpha TipRanks Should Investors Use Ziggma? What Is Ziggma? Ziggma is a multi-faceted stock and ETF researc