Advisors
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Your weekly /r/Retirement roundup for the week of May 27 - June 02, 2025
Jun 05 2025
Tuesday, May 27 - Monday, June 02, 2025 Most Commented score comments title & link 64 202 comments Retired at 63; financial advisor wants a big stake in alt investments 34 62 comments The Final Pu...
reddit.com
Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser
Jun 03 2025
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family....
kiplinger.com
Most Americans get these retirement questions wrong. Can you do any better?
Jun 02 2025
A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem....
financial-planning.com
Ditch the Fear: A Guide to Embracing Retirement Preparedness
Jun 01 2025
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
kiplinger.com
96-year-old woman volunteers five days a week at Nampa Senior Center
Jun 01 2025
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here NAMPA, Idaho (CBS2) —Cassie Knudsen, a 96-year-old...
bossretirement.com
Four Innovations That Reinvented Retirement as We Know It and Why AI Is Next
May 31 2025
A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy....
kiplinger.com
Advise, because no one fits my description?
May 31 2025
I have no 401k's, no pensions and no stock, no financial advisor. We've always done everything with our own two hands. We've worked way beyond retirement to help our kids. I f(69) and spouse m(75). My...
reddit.com
How One Widow Nearly Missed Out on $213,000 in Social Security
May 30 2025
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
kiplinger.com
'Trump Accounts' for Newborns: A Great Idea That Could Be Better
May 30 2025
According to this financial professional, limitations on the proposed $1,000 deposit at birth highlight shortcomings in our retirement landscape, but the potential is there to make a big difference....
kiplinger.com
For Gen Z, retirement feels out of reach. Can advisors bring it closer?
May 30 2025
As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning...
financial-planning.com
Retired at 63; financial advisor wants a big stake in alt investments
May 29 2025
I recently (and mostly unwillingly) retired last year just shy of 63. Nest egg big enough to not panic, but not so large that we can afford big mistakes or poor planning. I switched financial advisors...
reddit.com
Is a Robo-Adviser Right for You? The Pros and Cons
May 28 2025
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch....
kiplinger.com
I'm a Personal Finance Expert: People Are Asking if Financial Advice Is Worth $8,000
May 26 2025
If market turmoil has you worried about your retirement accounts, but getting professional help sounds too expensive, I recommend that you try to look at cost vs value....
kiplinger.com
I'm a Financial Adviser: What I Would Tell My 18-Year-Old Self About Money
May 25 2025
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier....
kiplinger.com
Schwab Launches RIA Program for Independent Advisors
May 23 2025
The program will also work as a complementary add-on to the firm’s Schwab Advisor Services platform...
401kspecialistmag.com
What's Up With the 10-Year Treasury Bond: Four Financial Experts Weigh In
May 21 2025
A financial professional and three colleagues explain the fluctuations in the 10-year Treasury bond and what investors should do....
kiplinger.com
What do you look for in a retirement planner?
May 21 2025
So, I recently moved various funds and 401s to a local Schwab brokerage. I was assigned an advisor. As a result, I have moved my funds to Schwab, but have yet to convert to other types of funds or ETF...
reddit.com
Brokerage accounts at cash (Is this ok)
May 20 2025
I know most money managers/advisor want you to have 6 months to 2 years of cash available for retirement (aka bucket #1) but every time I get mine up to a considerable about (>$10k) I start investi...
reddit.com
In Your 50s? We Need to Talk About Long-Term Care
May 18 2025
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later....
kiplinger.com
Remote workers are delaying retirement. Is that a good thing?
May 14 2025
A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, bu...
financial-planning.com
Five Estate Planning Steps From a Wealth Adviser to Protect Your Family
May 12 2025
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
kiplinger.com
Financial advisors are divided over this RMD tax strategy
May 12 2025
A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy....
financial-planning.com
Four Tips for Mastering a Financial Security Mindset
May 08 2025
This financial professional's mom helped him learn that financial security is more than making money — it's about cultivating a mindset that will help you stick to an investment plan even when t...
kiplinger.com
Forget retirement buckets. Advisors prefer these withdrawal strategies
May 08 2025
The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions....
financial-planning.com
Private Markets: Six Things Investors Can Learn From BlackRock's CEO
May 06 2025
BlackRock's chief executive, Larry Fink, recently argued the case for increased access to private markets. Here's how this financial professional sees his views translating into action for accredited ...
kiplinger.com
Widow and widower support group offers help to those grieving
May 04 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) —Losing your spouse can b...
bossretirement.com
IRMAA Could Have Surprised This Retiree: What You Can Learn From Her Experience
May 03 2025
A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to know about it....
kiplinger.com
Four Times DIY Investors Should Talk to a Financial Adviser
Apr 30 2025
While it's possible to manage investments without professional help, there are times when independent guidance from a professional may be invaluable....
kiplinger.com
Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!
Apr 25 2025
Craving reassurance? Explore Boldin's live support options: from professional financial advice to classes and coaching sessions. The post Retirement Planning is Complex: Get a Set of Expert Eyes &ndas...
boldin.com
Do Not Rely On TikTok For Retirement Advice and Four Timely Reminders
Apr 25 2025
The next time I seek out the “experts” on TikTok, it will be for golf swing tips, new dance moves or cute relationship memes to send my wife, not for financial advice....
forbes.com
Retirement date delayed.... How am I going to hold on?
Apr 21 2025
I'm 68f. over the past year I've met with my financial advisor a couple of times and was all set to retire this coming july. in the last meeting, end of march, we were finalizing all the numbers and g...
reddit.com
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
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