Showing 50 results of 688
A new platform could support financial advisors and other professionals, as well as family, in coordinating among caregiving professionals and managing financial needs.
More clients are engaging in phased retirements including some type of work. These plans have implications for both the financial and psychological parts of advising.
Although younger clients tend to have fewer assets, advisors can build long-term relationships with them by demonstrating the benefits of compound growth and holistic financial planning.
The Garrett Planning Network of financial professionals aims to break down the barriers stopping ordinary Americans from getting the unbiased guidance they need.
Inflation is likely to continue eroding Social Security's cost-of-living adjustment. Advisors share strategies for talking with clients about navigating the purchasing power gap.
You can ask AI for financial advice, but it doesn't have all your details, so you should be cautious about the response. Here's a better way to approach it.
Rising costs for long-term care can pose a major risk to retirement security, but advisors can support clients and caregivers plan ahead and protect their financial security.
AI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
I have more than 40 financial accounts across four people to manage. More accounts means more questions. Can we spend more? Are we missing a tax opportunity? Does an investment still make sense given ...
In their "bridge to wealth" study, Cerulli Associates and Morningstar look at how advisors can turn defined contribution plan participants into individual wealth management clients.
Many wealthy retirees hesitate to spend their savings. Advisors share how budgeting and cash flow planning help clients enjoy their wealth.
AI can't take the place of the human touch when it comes to getting investment advice and planning for your future.
Thirty-seven percent of those making more than $500,000 live paycheck to paycheck, Goldman Sachs found, making this a problem for more than just lower-income workers.
To decide if the precious metal is right for you, consider three roles it could play: As a return driver, as a diversifier or as a hedge.
I'm nearing retirement (as per the sub's rules). I've worked with a very low cost CFP during the accumulation stage. He's a former co-worker who's doing CFP as a semi-retired gig. One man shop, very l...
From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.
Do you really need a financial advisor in retirement? Jeremy Keil argues that the answer depends on a better question: What do you actually want a financial advisor to do for you? After reading respon...
Doing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
I am 57, and plan to work another 10 years or so. I've got a long history of managing my own portfolio but lately I've been shopping around for an advisor. One I talked to recently suggested I add a f...
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their saving...
Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.
Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth.
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Plus, more news from PCS Retirement, Stadion, NSCP, and DWC
Intentionally using your wealth to create lasting memories with the people you love, rather than just saving for someday, is one of life's greatest gifts.
Vanguard just paid billions for Altruist to scale advisors. Boldin's CEO argues the bigger opportunity is scaling what you can do yourself. The post The Future of Financial Advice Isn’t More Advisors ...
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
Who better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
How can you be sure you're getting unbiased, comprehensive financial advice that fits your life, not product recommendations that reward your financial pro?
Turning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
Survey from Addition Wealth finds just 1 in 5 use artificial intelligence as a primary source for financial decisions while 1 in 4 don’t trust it at all
Do you know all the ways your financial adviser profits from your account? What's the difference between a broker and a financial adviser? If you can't answer both of these questions with confidence y...
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
Once you make the decision to take the next step toward ensuring a solid financial future, the next is who you should work with. There are all types of financial professionals that provide a variety o...
For many people, the goal in life is to have enough wealth that you can pass it on to people or organizations you care most about, and your advisor should be a key partner in helping you with that est...
The recent passing of SECURE Act 2.0 brought about a long list of planning opportunities, but the change in age for required minimum distributions will give advisors a chance to think outside the box ...
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
Aging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.
Don't get hit with a higher tax bill just when you've lost your spouse. You can deal with it once the worst has happened, but it's far better to plan ahead.
When looking for a contractor or a financial adviser, hiring based only on price is risky. These questions will help you find the right person for the job.
The National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.
Income from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.
I've sat with 100 retirees, and the biggest regret almost never has anything to do with a bad investment. It's something I call the momentum trap. At 62, every single signal tells you to keep going, a...