Hey everyone, I see there are a lot of people on here that are asking really good questions about retirement. I want to help everyone out because I think financial education is really important, so if you want help please feel free to reach out and DM me. I don't even have a series 7 so I can't sell you anything,but more than willing to help give some good financial advice ( even though I'm not legally allowed to do so). So DM if you are confused , need help or have any general questions.
Had a bunch of people reach out already, great questions after work I will post some of the best advice here
No the questions have been idiotic... as are most posts lately on this app
I do agree with some of that , the app has gone down hill quite a bit since it started
1. Lots of financial questions here are awful 2. Series 7 deals with trading securities. I hope you donβt consider that financial advice 3. AMA is a much better way to do this 4. Visible disclaimer on your question negates liability and keeps you in CFP compliance. 5. Most importantly, given earlier errors in your post (see #2) why should we trust your answers. Say hi to Jamie D.
Me saying that I don't have a series 7 was more to put people at ease I'm not trying to get them into any securities. I don't want to seem like that slimeball used car dealer that's all.... Also Jamie D says what's up
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i'd be best if you could share it openly so everyone can benefit (post + comments)
While I agree with you, sometimes that causes issues because what works best for you might not work best for someone else. Taxes are a huge factor for people with more wealth, so municipal bonds and tax deferment is more important. I think the general tips have been beaten to death.. Invest into 401k and company match and max it. Buy into passive ETFs Live within or under your means Etc