Advisors
Showing 50 results of 154
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
How to Get Your Money's Worth From Your Financial Adviser
Jul 22 2024
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations....
kiplinger.com
Managing Mom and Dad’s Money
Jul 19 2024
My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired teachers recommended a financial advisor who “specialized in reti...
retirebeforedad.com
Good Time to Check Your Client’s Funding Buckets
Jul 18 2024
Be sure to read our latest Advisor Perspectives article about the “buckets” used to fund essential and discretionary expenses in retirement under the Actuarial Approach....
howmuchcaniaffordtospendinretirement.blogspot.com
Managed Account Consolidation Slowly Growing
Jul 18 2024
Still, adoption among advisors is growing in small doses, finds Cerulli...
401kspecialistmag.com
Financial Advisor Certifications - What They Mean for You
Jul 17 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...
rogerwhitney.libsyn.com
When advisors retire: A wealth manager's guide to life after work
Jul 16 2024
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next....
financial-planning.com
What makes a dream retirement? 6 advisors share their visions
Jul 16 2024
Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?...
financial-planning.com
Should retirement funds continue to increase after retirement?
Jul 14 2024
I was examining our retirement funds with our financial advisor's website. The projection is showing them to keep increasing after we retire. Is this normal? Do we need to maybe re-evaluate our spendi...
reddit.com
Do I need an advisor to tell me if I can retire? If so, how do I find one?
Jul 02 2024
Am I doing it wrong? Almost made the decision to retire in a year. I'm looking at all the money I currently have, plus what I will get from pensions and social security and added up all my projected e...
reddit.com
Non-Clinical But Necessary: The Role Of The Physician Advisor
Jul 01 2024
Nowadays, doctors are opting for less traditional job opportunities. Many young graduates understand that the typical long hours at the ... Read more...
physicianonfire.com
New RISR advisor platform raises $1.5M for expansion
Jun 28 2024
New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners....
financial-planning.com
Why Do, Why Don’t, And Why Should People Hire A Financial Advisor?
Jun 23 2024
The pain of acting, perceived and real, has to be greater than the pain of inaction. This drives the decisions people make to hire a financial advisor—or not....
forbes.com
How financial advisors can help LGBTQ clients prepare for retirement
Jun 22 2024
Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings....
financial-planning.com
Whelp. Today is the day we hear back from our advisors.
Jun 22 2024
My (M63) wife (F54) and I are waiting for the report from our money guys on the feasibility of her giving a few months notice. We’re nervous and excited. I’ve been working since I was 13, ...
reddit.com
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