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Jeremy Suschak

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Indexed articles, last 90 days
3
Latest publication
Aug 28, 2026
Outlet visibility, for yahoo.com
Top 1K sites
Earliest in this view
Jul 14, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.

Latest articles

  1. Article · Aug 28, 2026 · Jeremy Suschak, CFP®

    Ask an Advisor: My Advisor Sold Nvidia Stock and I Missed $50k in Gains. What Should I Do Now? (opens the original)

    Excerpt · English

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    SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. I've had a financial advisor, who is a certified financial planner (CFP), since December of last year. I really find his advice super valuable, but I can't seem to get over the fact that he sold all of my Nvidia stock when he took over as my CFP. I had bought $20,000 worth of Nvidia when it was only $130 a share, which would have left me with well over a $50,000 profit. He told me that I should re

  2. Article · Jul 24, 2026 · Jeremy Suschak, CFP®

    Ask an Advisor: How Should We Invest $1.25M to Generate $50k in Annual Retirement Income? (opens the original)

    Excerpt · Positive tone · English

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    We have $250,000 in the bank and one million to invest for retirement with no debt. We need to earn $50,000 a year from the million. Where should I invest it? First, congratulations on saving $1 million for your retirement – I'm sure a lot of hard work has gone into this! You have also done a great job building up a bank account that you can use for emergencies or other immediate needs. When combining these two asset bases with your debt-free balance sheet, you should be in a strong position to

  3. Article · Jul 14, 2026 · Jeremy Suschak, CFP®

    Ask an Advisor: With $3.7 Million in Assets, Should We Purchase Long-Term Care Insurance? (opens the original)

    Excerpt · English

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    I'm 63 and have been on Social Security disability since 2008. My wife, also 63, stays home to care for me. We're in poor health and were denied or quoted high rates for long-term care insurance in our mid-50s, with recent quotes as high as $1,850 a month for me and $2,750 for her. We have $650,000 in my IRA, a $404,000 401(k) for my wife, $1.97 million in stocks and $300,000 in cash saved for a house that's doing absolutely nothing. We also hold $280,000 in gold and silver, as well as $91,500 i

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For yahoo.com, the outlet · Measured Aug 1, 2026

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