When ‘Penalty-Free’ Comes at a $7,000 Cost 💸 #money #investmentportfolio #financialadvisor
"Access all your money anytime, penalty-free!” Sounds great—until it’s not. A retiree trusted their advisor’s promise of penalty-free withdrawals on a fixed annuity. What they weren’t told? They’d lose $7,000 in accrued interest due to a surrender charge. This story is a powerful reminder to verify claims and always get promises in writing.
💡 What went wrong::
- Taking financial promises at face value
- Not verifying details and reading the fine print
- Not getting a second opinion from PortfolioPilot.com
📖 Human Financial Horror Stories: Episode [#7]
Don’t let half-truths cost you big. Protect your hard-earned money—learn more at PortfolioPilot.com.
#InvestSmart #FinancialHorrorStories #RetirementPlanning #FinanceTips
Disclosure:Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement—including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.
The content presented in this communication includes stories and testimonials that have not been verified for truth or accuracy by Global Predictions. To maintain the privacy and anonymity of contributors, author names have been removed from each submission. Please note that Global Predictions does not endorse, sponsor, or necessarily agree with the views and opinions expressed in these submissions. The inclusion of these stories does not constitute a guarantee or promise of future performance or investment results. This communication is for informational purposes only and should not be construed as an endorsement or recommendation of any specific investment strategy, product, or service.
ソーシャルリスニング
When ‘Penalty-Free’ Comes at a $7,000 Cost 💸 #money #investmentportfolio #financialadvisor
"Access all your money anytime, penalty-free!” Sounds great—until it’s not. A retiree trusted their advisor’s promise of penalty-free withdrawals on a fixed annuity. What they weren’t told? They’d lose $7,000 in accrued interest due to a surrender charge. This story is a powerful reminder to verify claims and always get promises in writing. 💡 What went wrong:: - Taking financial promises at face value - Not verifying details and reading the fine print - Not getting a second opinion from PortfolioPilot.com 📖 Human Financial Horror Stories: Episode [#7] Don’t let half-truths cost you big. Protect your hard-earned money—learn more at PortfolioPilot.com. #InvestSmart #FinancialHorrorStories #RetirementPlanning #FinanceTips Disclosure:Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement—including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money. The content presented in this communication includes stories and testimonials that have not been verified for truth or accuracy by Global Predictions. To maintain the privacy and anonymity of contributors, author names have been removed from each submission. Please note that Global Predictions does not endorse, sponsor, or necessarily agree with the views and opinions expressed in these submissions. The inclusion of these stories does not constitute a guarantee or promise of future performance or investment results. This communication is for informational purposes only and should not be construed as an endorsement or recommendation of any specific investment strategy, product, or service.
Tax Optimization with PortfolioPilot under 2 minutes
Discover how PortfolioPilot’s Tax Optimization tools can help you save money and manage your taxes with ease. In this quick, under-2-minute video, learn how to: - Estimate your capital gains taxes in real-time. - Identify tax-loss harvesting opportunities (throughout the year). - Find replacement securities to trade into. Take control of your financial future with PortfolioPilot’s powerful features. Start optimizing your taxes today! Visit PortfolioPilot.com. #taxlossharvesting #portfolio #investing #taxes #taxoptimization #investsmart Disclosure: Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money. The content presented in this communication includes stories and testimonials that have not been verified for truth or accuracy by Global Predictions. To maintain the privacy and anonymity of contributors, author names have been removed from each submission. Please note that Global Predictions does not endorse, sponsor, or necessarily agree with the views and opinions expressed in these submissions. The inclusion of these stories does not constitute a guarantee or promise of future performance or investment results. This communication is for informational purposes only and should not be construed as an endorsement or recommendation of any specific investment strategy, product, or service.
Tax-Loss Harvesting Myths BUSTED! 🚀
Think TLH it’s too complicated or only for the wealthy? Wrong! In this eye-opening short, we bust the most common myths about tax-loss harvesting that could be holding you back from smarter investing. 🚀 💡 What you’ll learn: - Why tax-loss harvesting is simpler than you think with tools like PortfolioPilot - How it works for investors of all sizes—not just the wealthy - Ways to navigate the Wash Sale Rule and make it stress-free - How tax-loss harvesting can optimize your portfolio beyond just taxes Get the facts and start taking control of your investments today. Sign up at PortfolioPilot.com for a free assessment of your portfolio. #InvestSmart #TaxLossHarvesting #PortfolioPilot #FinanceTips #investing #taxoptimization #taxes #finance ----------- Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money. The content presented in this communication includes stories and testimonials that have not been verified for truth or accuracy by Global Predictions. To maintain the privacy and anonymity of contributors, author names have been removed from each submission. Please note that Global Predictions does not endorse, sponsor, or necessarily agree with the views and opinions expressed in these submissions. The inclusion of these stories does not constitute a guarantee or promise of future performance or investment results. This communication is for informational purposes only and should not be construed as an endorsement or recommendation of any specific investment strategy, product, or service.
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