Advisors

Showing 50 results of 168

Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors

Dec 17 2024

Boise seniors find strength and community in free ‘Fit and Fall Proof’ exercise classes bySophia DoumaniWed, November 27th 2024 at 4:53 PM. Boise seniors find strength and community in fre...

bossretirement.com

Should You use a Dynamic Process with Guardrails to Keep Spending on Track in Retirement? Yes, But Not with a Monte Carlo Model Typically Used by Financial Advisors

Dec 16 2024

This post is a follow-up to our post of March 7, 2021 and several other of our posts and articles noting that a model like the Actuarial Financial Planner (AFP) is a better model to use when employing...

howmuchcaniaffordtospendinretirement.blogspot.com

The Best Ways to Use Your Year-End Bonus (and the Worst)

Dec 11 2024

'National Lampoon's Christmas Vacation' shouldn't be anyone's go-to for financial advice, but it does remind us how not to spend a holiday bonus....

kiplinger.com

What Financial Advisors Wish Everyone Understood Part II

Dec 07 2024

In this episode we continue the conversation on our list of 10 things that would simplify financial and retirement planning if more people understood them. Glenn is available for in person and online ...

retirementroadmappodcast.podbean.com

How did you get through your last year of work?

Dec 06 2024

Hi everyone! I am just over 6 months from retirement. I am waiting for my husband to be on Medicare and I will be 59 and 1/2. I have seen a financial advisor and was told I could retire now. I have wo...

reddit.com

How Advisors Can Prepare for the $124T Wealth Transfer

Dec 06 2024

Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to…...

401kspecialistmag.com

Average Net Worth by Age: How Do You Measure Up?

Dec 03 2024

Financial advisors discuss the secrets to growing your net worth over time....

kiplinger.com

Most seniors retire before age 65, study shows

Dec 01 2024

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help....

financial-planning.com

How a Remarkable Financial Adviser Changed One Woman's Life

Nov 28 2024

Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship....

kiplinger.com

Three Reasons Why Your Adviser Won't Talk Taxes

Nov 25 2024

Financial advice and tax advice go hand in hand — or at least they should. But a lot of times, they don’t. Here's why and what to watch out for....

kiplinger.com

Business Development For Financial Advisors: From Necessary Evil To Integrated Strategy

Nov 24 2024

Professional financial advisors often struggle with sales, but there is an approach to business development that is fully aligned with the fiduciary ethic we espouse....

forbes.com

Manulife Taps Phil Witherington as CEO

Nov 24 2024

Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...

401kspecialistmag.com

What Financial Advisors Wish Everyone Understood Part I

Nov 22 2024

This episode starts a two part series that will be continued after the Thanksgiving Holiday weekend. There are certain things that if understood by all, would simplify financial and retirement plannin...

retirementroadmappodcast.podbean.com

Ask an advisor: How can I Trump-proof my finances?

Nov 21 2024

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?...

financial-planning.com

Legal Considerations for Choosing Financial Advisors with Expert Staffing Solutions

Nov 19 2024

Choosing a financial advisor is like choosing who will captain your cargo ship. You want someone who knows the waters well and keeps you on course. But how do you know which financial advisor (individ...

thinksaveretire.com

Choose Your Medicare Open Enrollment Advisor Carefully

Nov 15 2024

Medicare Open Enrollment period is more complicated than usual this year. It's important to have the right advisor help you navigate the choices....

forbes.com

Meeting with Advisor Before Retirement

Nov 14 2024

I am meeting my financial advisor to double check that we are ready for retirement. I am positive we are ready according to my numbers, but as so many have posted, there are always doubts. I really ho...

reddit.com

Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors

Nov 11 2024

NAMPA, Idaho (CBS2) —Tennis is a great way to stay in shape but for some people, it’s much more than that. For local tennis coach Larry Haugness, tennis is a…...

bossretirement.com

3 Financial Strategies You and Your Advisor Should Consider Before December 31st

Nov 07 2024

At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning cal...

keenonretirement.libsyn.com

Participants with Advisors Way More Confident of Secure Retirement

Nov 03 2024

First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a…...

401kspecialistmag.com

A Nightmare on 401(k) Street: The Spookiest Retirement Facts

Nov 03 2024

These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats...

401kspecialistmag.com

Jania Stout Makes Move to Prime Capital Retirement

Nov 03 2024

Moving from OneDigital, Stout brings decades of experience in provider and advisor roles to…...

401kspecialistmag.com

Corporate Roundup: Waverly Advisors Acquires Mueller, Alera Group, The Standard Hires

Nov 03 2024

The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial...

401kspecialistmag.com

How a Financial Adviser Can Help You Sleep at Night

Oct 30 2024

When it comes to your money and planning for your retirement, legacy and more, you might need a professional to help you stay on top of it all....

kiplinger.com

How Speaking To A Financial Professional Saved Me From Myself

Oct 17 2024

Empower is offering free financial consultations until October 31, 2024, for anyone with over $250,000 in investable assets. I wanted to share my experience speaking with them and how I began my inves...

financialsamurai.com

The Vanguard Verdict: How Advisors Boost Returns by 3%

Oct 14 2024

In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing space. In this report, they cover how partnering with a financial advisor could potentially amplify you...

sites.libsyn.com

'Diet' COLA: Advisors talk to clients about the lowest increase in years

Oct 10 2024

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump....

financial-planning.com

At What Age Should I Work with a Financial Advisor?

Oct 01 2024

Deciding to work with a financial advisor is about more than how much you've stashed away. It's also about determining whether an advisor's benefits outweigh the costs. In your higher earning years, f...

buzzsprout.com

Am I Crazy For Paying My Financial Advisor $25k/year?

Oct 01 2024

When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an advisor if you’re already in a good place? Having a successful retirement isn’t just...

buzzsprout.com

Blue Owl Launches Digital Platform Aimed at Engaging Advisors and Clients

Sep 22 2024

Blue Owl Capital says its platform aims to educate clients on implementing alternative…...

401kspecialistmag.com

Starting to think of retirement ... looking for advisor

Sep 17 2024

I'm just now starting to think about retirement. I'm 63, and currently working full time with a decent income. Work is getting stressful and I'm asking myself why I bother with it. I've met with an ad...

reddit.com

Corporate Transparency Act: Can CPAs Or Wealth Adviser Help You?

Sep 15 2024

Corporate Transparency Act filings are due soon. Can your CPA or wealth adviser help you without committing the unauthorized practice of law?...

forbes.com

How advisors can ease client fears of outliving retirement income

Sep 13 2024

It's key for an advisor to have a firm grasp of clients' long-term goals, how much they are spending now and how much they plan to spend in the future....

financial-planning.com

Vanguard Lowers Minimum for Robo-Advisory Service

Sep 10 2024

The reduction comes as Vanguard's increases its investment in the robo-advisor service...

401kspecialistmag.com

The “Minus Your Age” Rule of Thumb for Asset Allocation

Sep 06 2024

The minus your age rule of thumb is a simple math formula used in personal finance to help DIY investors and advisors determine a suitable stock-to-bond ratio for an investment portfolio. I’ve a...

retirebeforedad.com

Retire Without Borders: An Expat Primer

Sep 04 2024

Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joi...

share.transistor.fm

Financial Advisor Certifications - What They Mean for You

Sep 04 2024

If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One...

share.transistor.fm

Americans Unfamiliar With How or When to Take Social Security Benefits

Aug 30 2024

And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...

401kspecialistmag.com

Retirement Savers Should Be Protected Against Costly Financial Advice – Especially for Rollover IRAs

Aug 29 2024

But courts block effort to curtail conflicts of interest. In October 2023, President Biden announced that the Department of Labor (DOL) would propose a new rule to protect people saving for retirement...

crr.bc.edu

Market volatility and a contentious election year caused advisor confidence to plummet

Aug 24 2024

However, financial advisors have been trying to ease client fears by taking a longer view....

financial-planning.com

Retire Without Borders: An Expat Primer

Aug 22 2024

Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joi...

rogerwhitney.libsyn.com

SigFig Incorporates AI to Advisor Platform

Aug 19 2024

Digital wealth management solution and technology provider SigFig is adding new artificial…...

401kspecialistmag.com

Enhanced Advisor Engagement Leads to Happier Employers

Aug 19 2024

Employers report being "highly satisfied" with their advisor partners, as more push to work…...

401kspecialistmag.com

What Do Good Financial Advisors Cost in 2024?

Aug 12 2024

Using a financial advisor can be a smart move, and 80% of docs would be better off if they had a good one. Here's how much it'll cost you. The post What Do Good Financial Advisors Cost in 2024? appear...

whitecoatinvestor.com

Market Downturn Reaction: Retirement Advisors Stress Restraint

Aug 09 2024

Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is…...

401kspecialistmag.com

Ask an Advisor: How can I help clients retire to, not from, something? (Part 2)

Aug 06 2024

Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement....

financial-planning.com

A Great Financial Adviser Starts With Finding Problems

Jul 31 2024

Once the problems are identified, they then solve those problems, with a focus on their client's wants, needs, values and short- and long-term goals....

kiplinger.com

Ask an Advisor: How can I help clients retire to, not from, something? (Part 1)

Jul 30 2024

What happens when a client loses their sense of purpose and identity when they choose to retire?...

financial-planning.com

How financial advisors can serve clients diagnosed with dementia

Jul 27 2024

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families....

financial-planning.com

4 Signs That You May Need A Financial Advisor In Retirement

Jul 24 2024

There are four main reasons why someone should decide to hire a financial advisor. Hopefully this framework will help families in their decision-making process....

forbes.com