Cicely Jones

2 weeks ago | forbes.com | Cicely Jones

I was recently speaking with an investor who is retiring in the United States but worked for many years in England. She has as an array of both investment accounts and retirement accounts abroad. The investor wanted to know what she should be doing if she plans to continue to live in the United States but plans to travel throughout Europe during her retirement years. She’s not alone in this.

2 weeks ago | forbes.com | Cicely Jones

If you are thinking of working with a qualified financial advisor or planner, there are a few different ways the relationship can look. With those different methods come different availability of investment vehicles, care standards, and outputs. Here are some of the ways you can engage with a qualified financial advisor and how to figure out which method is going to make most sense for you. Note On LicensingPlease note that when I mention financial advisors, that is a broad term.

2 weeks ago | finance.einnews.com | Cicely Jones

Three financial professionals representing different types of advisory relationshipsgettyIf you are thinking of working with a qualified financial advisor or planner, there are a few different ways the relationship can look. With those different methods come different availability of investment vehicles, care standards, and outputs. Here are some of the ways you can engage with a qualified financial advisor and how to figure out which method is going to make most sense for you.

2 weeks ago | cfp.net | Cicely Jones

Forbes When considering a financial advisor, it's important to understand that there are different ways the relationship can be structured. A "financial advisor" is also a broad term, and a qualified advisor, such as one with CFP® certification, demonstrates higher levels of competence, experience and responsibility. ForbesCicely JonesApril 27, 2025

3 weeks ago | forbes.com | Cicely Jones

As we wrap up tax season, I’m reminded of a mistake I’ve seen multiple people fall victim to: incorrect reporting of cost basis. Cost basis is the adjusted value of the security when you originally acquired it. Basically, it’s the money you’ve likely already paid taxes on. Occasionally, when assets transfer from one institution to another, something might get lost in translation. When this happens, financial institutions often default to a cost basis of $0.