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Advance_Capital

@Advance_Capital

We provide financial guidance to help people live their ideal lives. FT Top 300 RIA. https://xitter.cf/t.co/yD9OHfZ4ZG

acadviser.com/
Joined February 2015
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In our latest YouTube video, ACM adviser Jeff Lido explains how DIY investing can also cost you far more than you think—in both money and time. hubs.li/Q03FtJ2M0
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Does the Order You Tap Your Retirement Funds Matter? (Hint: Yes.) hubs.li/Q03DTpbH0
Does the Order You Tap Your Retirement Funds Matter? (Hint: Yes.)

Does the Order You Tap Your Retirement Funds Matter? (Hint: Yes.)

There’s a general order of retirement withdrawals that works well for many retirees. But it’s not a one-size-fits-all plan.

blog.acadviser.com
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How to Handle Financial Stress According to Science hubs.li/Q03CPxk-0
How to Handle Financial Stress According to Science

How to Handle Financial Stress According to Science

These science-backed strategies, from building small habits to shifting your mindset, can help you handle financial stress.

blog.acadviser.com
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What happens when you leave a job or transition into retirement? One of the most powerful strategies you can use to optimize your savings is a 401(k) rollover. Here’s what you need to know about how it works and whether it’s the right move for you. hubs.li/Q03C66v60
401(k) Rollover for Your Retirement Savings

401(k) Rollover for Your Retirement Savings

One of the most powerful strategies you can use to optimize your savings is a 401(k) rollover. -- here’s what you need to know.

blog.acadviser.com
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Downsizing for Retirement: Pros, Cons and Smart Choices hubs.li/Q03BmlYw0
Downsizing for Retirement Income

Downsizing for Retirement Income

Here’s what to consider as you weigh the pros and cons of downsizing for retirement.

blog.acadviser.com
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Missed our recent webinar? Well, good news: "The One Big Beautiful Bill Act: Key Tax Changes and Planning Strategies," is now available online. Watch it now: hubs.li/Q03z_q650
Image from Advance_Capital (@Advance_Capital)
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Is Bitcoin Right for You? What to Know Before You Invest hubs.li/Q03z_sDK0
Is Bitcoin Right for You? What to Know Before You Invest

Is Bitcoin Right for You? What to Know Before You Invest

Bitcoin is a high-risk asset class. It may have a place in a well-diversified portfolio. But only if it fits your goals, time horizon and risk appetite.

blog.acadviser.com
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Since April, the stock market has rebounded into another string of all-time highs. The swing may tempt some investors to shift their strategies -- but should you? hubs.ly/Q03zh9rL0
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If you missed it: the recording of our webinar, "When to File for Social Security for Maximum Benefit," is now available online. Watch it to learn how to choose the right strategy for you. 👇 hubs.li/Q03yKKHn0
Image from Advance_Capital (@Advance_Capital)
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How to Pay for Caregiving Without Derailing Your Retirement hubs.li/Q03yKn2Y0
Planning for Caregiving and Retirement

Planning for Caregiving and Retirement

If you’re supporting a loved one now or expect to in the future, here are ways to plan for caregiving without sacrificing your retirement.

blog.acadviser.com
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Too Young for Medicare, Ready to Retire – Now What? hubs.li/Q03xFGgW0
The Pre-Medicare Gap

The Pre-Medicare Gap

Here’s what to know and what to plan for when it comes to pre-Medicare healthcare.

blog.acadviser.com
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How does the “One Big Beautiful Bill” impact your money? Whether you’re planning for retirement or thinking about your legacy, the sweeping tax changes could affect your next move. Join us for a live webinar that breaks it all down. hubs.li/Q03x4rld0
Webinar - OBBBA: Key Tax Changes and Planning Strategies

Webinar - OBBBA: Key Tax Changes and Planning Strategies

Please join us for an upcoming webinar where we’ll break down the major tax changes introduced by the One Big Beautiful Bill Act (OBBBA)—and what they could mean for your financial future.

info.acadviser.com
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Is the 4% Rule Still the Gold Standard for Retirement? hubs.li/Q03vvDMR0
Should People Follow the 4% Rule in Retirement?

Should People Follow the 4% Rule in Retirement?

Does the 4% rule still hold up today? This article breaks it down.

blog.acadviser.com
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When should you file for Social Security? It’s not just about age, it’s about strategy. Join our webinar to learn how to get the most from your benefits. Sign up: hubs.li/Q03vv03J0
Image from Advance_Capital (@Advance_Capital)
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Q2 2025 Market Update: Mixed Signals Persist, but Pockets of Strength Offer Hope hubs.li/Q03vMn8L0
Q2 2025 Market Update

Q2 2025 Market Update

Learn what happened in the market and economy throughout Q2 2025.

blog.acadviser.com
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Did you know claiming Social Security at 62 could lock in a 30% smaller benefit – for life? Join our free webinar as we break down how timing, taxes and strategy all factor into your decision. hubs.li/Q03vjQdZ0
Webinar - When to File for Social Security for Maximum Benefit

Webinar - When to File for Social Security for Maximum Benefit

As retirement nears, selecting the optimal strategy for claiming Social Security makes a big difference. But figuring out when to start your benefits and understanding all the rules can be tricky....

info.acadviser.com
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Will Your Money Last as Long as You Do? How to Manage Longevity Risk hubs.li/Q03tNP9_0
How to Manage Longevity Risk

How to Manage Longevity Risk

Here's what you need to know about longevity risk, and what you can do now to prepare for the possibility of living a lot longer than you think!

blog.acadviser.com
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Lump Sum Investing vs. Dollar Cost Averaging: Which Is Right for You? hubs.li/Q03s_ZLr0
Lump Sum Investing vs. Dollar Cost Averaging

Lump Sum Investing vs. Dollar Cost Averaging

Should you invest it all at once (lump sum investing), or spread it out over time (dollar cost averaging)?

blog.acadviser.com
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An inheritance can be a life-changing opportunity, or a missed one. If you missed our Maximize Your Inheritance webinar, no worries. We’ve got you covered. The replay is now available online. Learn key strategies to turn a windfall into lasting impact: hubs.li/Q03s1mZs0
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How Can You Avoid Early Withdrawal Penalties? hubs.li/Q03rLxDn0
Early Withdrawal Strategies

Early Withdrawal Strategies

Here's when early withdrawals might make sense and what options you might have to avoid penalties.

blog.acadviser.com
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