Advisors
Showing 50 results of 204
PEP Adoption Skyrockets Employer Satisfaction with Their Advisor, Retirement Plan
Apr 17 2025
New report finds 40% increase in satisfaction with the retirement plan’s advisor after…...
401kspecialistmag.com
Your weekly /r/Retirement roundup for the week of April 01 - April 07, 2025
Apr 13 2025
Tuesday, April 01 - Monday, April 07, 2025 Most Commented score comments title & link 94 147 comments How financial advisors treat couples 12 41 comments Help with our first ROTH conversion Top Co...
reddit.com
Now's a Great Time to Become a Financial Adviser: Here's Why
Apr 09 2025
There's a growing need for financial advisers. Why not take on a role that offers earning potential and work-life balance and helps change lives?...
kiplinger.com
Corporate Roundup: Employee Fiduciary Names President, CFP Board Taps Corporate Group Executive
Apr 07 2025
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas...
401kspecialistmag.com
How financial advisors treat couples
Apr 06 2025
I have to rant… For 30+ years I was the one in my household who managed all of our investments — 401ks, cash, stocks, all of it. Now getting close to retirement, I suggested we move our a...
reddit.com
Crafting the perfect retirement portfolio: A financial advisor's dilemma
Apr 04 2025
American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts....
financial-planning.com
Don't wait for rollovers — ask to manage client 401(k)s now
Apr 03 2025
Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management....
financial-planning.com
Making the decision to pull the trigger
Apr 03 2025
I have not planned a retirement date. I am 62 with 33 years of seniority, and I am hesitating. I think my finances are in order, my advisor tells me I am good, but of course I am nervous about it, whi...
reddit.com
Idahoan says he’s the oldest man in the country to earn a law degree
Apr 02 2025
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2) —The saying “you’r...
bossretirement.com
How do you know if you can retire?
Apr 02 2025
I'm 59 and feeling the retirement pull firmly these days. I've done the basic research—watching videos, reading articles and blogs, and consulting with my advisor about investments. Still, I hav...
reddit.com
Social Security call wait times soar — what advisors need to know
Apr 01 2025
Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation....
financial-planning.com
Winning Strategies for Financial Advisers as Clients' Lives Evolve
Apr 01 2025
How can the wealth management industry help make life transitions easier for the adviser and the client?...
kiplinger.com
How Advisers Can Establish Relationships With HNW Prospects
Apr 01 2025
These strategies can help to build influence with high-net-worth individuals, who are often looking to an adviser for insight rather than solutions....
kiplinger.com
How Savvy Is Your Financial Adviser? Three Ways to Find Out
Mar 21 2025
Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you know they're giving good advice?...
kiplinger.com
Women face unique retirement challenges — but advisors can help
Mar 21 2025
Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say....
financial-planning.com
23 Outdated Financial Advice That No Longer Make Sense
Mar 17 2025
Finance changes, but some advice sticks around like an old myth that refuses to die. Bad financial takes get passed down like family recipes, even when they don’t work anymore. I retired early b...
dadisfire.com
Advisor Attitudes Toward 3(16) Fiduciary Outsourcing Explored in New Study
Mar 15 2025
Pentegra publishes latest research to mark Sunday as 4th annual “3(16) Day”...
401kspecialistmag.com
All About That Process
Mar 15 2025
The future isn’t going to happen as you (or your financial advisor) assume, and your spending goals and actual spending are likely to change over time. Therefore, as previously discussed in our ...
howmuchcaniaffordtospendinretirement.blogspot.com
Four Roth IRA Pitfalls Your Adviser May Not Tell You About
Mar 12 2025
You may not be bound for Mordor, but Roth IRA pitfalls could upend your retirement if you're unaware of them....
kiplinger.com
Local program uses woodworking to help former foster youth find stability and success
Mar 08 2025
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2) —One in three youths who age o...
bossretirement.com
Episode 5: Questions to ask a Financial Advisor
Mar 05 2025
In this episode, Sean breaks down the key questions you should ask when seeking advice from a Financial Advisor. With so many potential questions out there, it can be overwhelming to know which ones m...
mysmartretirement.flemingfinancialservices.com
Corporate Roundup: Principal Names Brant Wong as Retirement Solutions Head, CCO Joins Ascensus
Mar 04 2025
The latest news from Principal, Prudential, Ascensus, and MassMutual Financial Advisors...
401kspecialistmag.com
Veteran continues to serve community after 26 years in Air Force
Mar 02 2025
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2 News) —Just because Bruce Schof...
bossretirement.com
Saver's match 'free money' could pad millennial, Gen Z retirements
Feb 28 2025
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision....
financial-planning.com
4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid
Feb 26 2025
The words “fun” and “taxes” probably don’t go together in your mind. But, as I mention on today’s episode, they do at Keen Wealth! Helping folks be good stewards of...
keenonretirement.libsyn.com
Holly Knight’s High-Profile Move to Alera Group
Feb 11 2025
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...
401kspecialistmag.com
Retirement Events: Two National Shows Go Dark, But Horizons 2025 Emerges
Feb 11 2025
While Wealth@wor(k) and the Broadridge Advisor 360 Summit are gone, The American College is…...
401kspecialistmag.com
How to Find a Financial Adviser for Retirement Planning
Feb 10 2025
Finding the right financial adviser for retirement planning can save you time and money in the long run....
kiplinger.com
Root Talks: What Does Vanguard Say About Financial Advisors?
Feb 06 2025
Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? ...
buzzsprout.com
Orion, Pontera announce expanded integration to help with held-away assets
Feb 02 2025
Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts....
financial-planning.com
To CFP or Not to CFP?
Jan 17 2025
The journey to find a financial advisor doesn't stop when you determine whether they're a CFP. That's just when your due diligence begins. The post To CFP or Not to CFP? appeared first on The White Co...
whitecoatinvestor.com
Take a Field Trip with Idaho Museum of Mining and Geology
Jan 11 2025
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia Doumani BOISE, Idaho (CBS2 News) —If you’ve ever wanted to learn about Idaho’s...
bossretirement.com
How do I find a financial advisor?
Dec 30 2024
I've never had one. I'm 56 and have no idea if or when I can retire. I see people talking about retiring at 59 or 60 or 61 and I can't imagine it! I tried one that a family member recommended and didn...
reddit.com
Should You Use Your Financial Services Firm's Advisers?
Dec 27 2024
If you've saved up a decent-size nest egg with a financial services firm, chances are good it has offered you financial advice — for a price. Is it worth it?...
kiplinger.com
11 Questions to Ask When Choosing a Fiduciary Adviser
Dec 26 2024
How a potential financial adviser responds to these questions can help you decide whether they're the right choice for you and your financial future....
kiplinger.com
How human retirement planners can edge out AI competition
Dec 26 2024
AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors....
financial-planning.com
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
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