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A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
We have begun working with a new advisor and they went through our investments, health insurance, expected social security, etc. If I retire at the end of 2026 at 60 year old, there is a probability o...
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax mov...
When investors and their advisors don't focus on how simple investing can be, the result is investment-style chaos. Focus on what matters. The post Investing Doesn’t Have to Be Complicated appeared fi...
New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.
If the spreadsheets and advisors all say that It is safe to retire, you have enough AND You don't LOVE your job (you like it, it's easy, but you're not defined by it) Then... What would keep you from ...
This post is a follow-up to our post of August 23, 2025 where we encouraged financial advisors and DIYers to ditch Monte Carlo modeling and its probability of success metric and adopt the Actuarial Ap...
Sometimes, I wonder about people who can't decide if they want an advisor or if they illogically want to manage just part of their portfolio. The post Why Do People Partially Engage with the Financial...
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
At Dorval & Chorne Financial Advisors, we see every day how the right expertise—combined with the right questions—can make a meaningful difference in someone’s quality of life.
Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's time for a second opinion.Evan...
David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...
How self-forgetfulness separates true fiduciary advisors from the rest. George Kinder reveals the key to being—and finding—the real deal....
Good morning, I have been trying to decide when to start my Social Security retirement benefits. I've talked to others who have started and my Fidelity advisor but their thoughts were either specific ...
We went to a retirement seminar and the advisor is putting it on is very big on LIRPs. It is the answer to everything and the best thing since pockets on a shirt. I can certainly see some advantages, ...
New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans....
After doing my first free Empower financial professional review back in 2015, I decided to do another investment portfolio review with them. Given the portfolio review isfree for anyone with over $100...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future....
FROM THE ARTICLE. Get accustomed to living on a fixed income, meet with a financial adviser, and other key steps to take. By Bruce Horovitz, AARP. Published October 06, 2025. After working for a lifet...
When talking with my financial advisor and running all these scenarios and simulations for retirement it seems like getting to 90 yrs old is the goal. Is that even realistic? How many people who retir...
Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term....
At Mayflower Advisors, Lawrence Glazer and his 30-person team focus on capital preservation, multigenerational planning and community education....
SHOW NOTES In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning simple and meaningful. They dive into the idea of &...
The state of the U.S. equity market has advisors and Retirement Club members downgrading their outlook for stock returns. Here's where recent retirees should consider putting their money. The post Why...
Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle....
At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out....
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans....
Ok. So my financial advisor confirms today that my portfolio is in great shape and we’re progressing on track to retirement in 5 years. The question of a new vehicle came up. How would you finan...
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members...
New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles....
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the financial implications of gray divorce, a positive mindset for retirement planning and a widow's annulm...
Like you, we read many articles on the Internet that dispense financial advice to retirees. This one entitled, “11 Financial Traps Retirees Don’t See Coming” recently caught our atte...
Financial planning’s most famous guideline just got an upgrade. In this exclusive interview, James speaks with Bill Bengen—the MIT-trained engineer turned financial advisor who created the...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
My financial advisor runs an annual cash flow plan to see how ready I am for retirement. I am 65. I currently work full time and will continue to do so until I am 70 when I will draw Social Security. ...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree....
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. T...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the five phases of retirement planning, the OBBB's potential impact on charitable giving and why you should...
One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard other advisors talking about their strategies for ...
From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' reti...
Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know....
If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a financial professional to manage your portfolio. ...
Thanks to Kitces.com and Justin Fitzpatrick for once again informing financial advisors and retired DIYers that there are better metrics and processes for managing spending in retirement than the prob...
Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors....
I've always managed my own investments (and like it that way). "Just say no to Bernie Madoff" has been my mantra. My sister, on the other hand has always had a financial advisor. She recently told me,...
At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern....
What's one of the differences between a good financial adviser and a great one? The ability to use behavioral coaching to guide clients away from emotional decision-making and toward retirement succes...