Showing 50 results of 168
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
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
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
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
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
Dec 06 2024
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to…...
401kspecialistmag.com
Dec 03 2024
Financial advisors discuss the secrets to growing your net worth over time....
kiplinger.com
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
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
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
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
Nov 24 2024
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
401kspecialistmag.com
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
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
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
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
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
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
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
Nov 03 2024
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a…...
401kspecialistmag.com
Nov 03 2024
These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats...
401kspecialistmag.com
Nov 03 2024
Moving from OneDigital, Stout brings decades of experience in provider and advisor roles to…...
401kspecialistmag.com
Nov 03 2024
The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial...
401kspecialistmag.com
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
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
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
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
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
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
Sep 22 2024
Blue Owl Capital says its platform aims to educate clients on implementing alternative…...
401kspecialistmag.com
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
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
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
Sep 10 2024
The reduction comes as Vanguard's increases its investment in the robo-advisor service...
401kspecialistmag.com
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
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
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
Aug 30 2024
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
401kspecialistmag.com
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
Aug 24 2024
However, financial advisors have been trying to ease client fears by taking a longer view....
financial-planning.com
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
Aug 19 2024
Digital wealth management solution and technology provider SigFig is adding new artificial…...
401kspecialistmag.com
Aug 19 2024
Employers report being "highly satisfied" with their advisor partners, as more push to work…...
401kspecialistmag.com
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
Aug 09 2024
Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is…...
401kspecialistmag.com
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
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
Jul 30 2024
What happens when a client loses their sense of purpose and identity when they choose to retire?...
financial-planning.com
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
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
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