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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....
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...
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence. The post Podcast 92: Making Sense of Social Security with Devi...
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...
Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times....
Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought....
The set of resources helps advisors support clients impacted by natural disasters and emergencies...
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas...
The partnership comes at a time when more advisors look for services to help support them…...
Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management....
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...
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...
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...
Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings....
How can the wealth management industry help make life transitions easier for the adviser and the client?...
These strategies can help to build influence with high-net-worth individuals, who are often looking to an adviser for insight rather than solutions....
Session at Retirement Plan Advisor Summit Central emphasizes that their advisor is the…...
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 ...
With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a good idea to check in one last time with your financial advisor...
Hello everybody, on Facebook I always see these ads for retirement mistakes people make, and how to avoid them. And when you click on it, it’s always some stupid ad for a financial advisor, to m...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2) —One in three youths who age o...
A friend of mine was trying to figure out why his financial advisor was underperforming the market so badly. Over the past 5 years (November 15th, 2019, to November 15th, 2024), his portfolio was up j...
The latest news from Principal, Prudential, Ascensus, and MassMutual Financial Advisors...
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) —Just because Bruce Schof...
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision....
A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that....
Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case....
has anyone else noticed these began when we discussed fighting back against SSA and IRS access by non-US born (but naturalized in 2002) led DODGE "senior advisor to the president"... Thoughts? (except...
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs....
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...
While Wealth@wor(k) and the Broadridge Advisor 360 Summit are gone, The American College is…...
In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack....
Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts....
A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster....
The journey to find a financial advisor doesn't stop when you determine whether they're a CFP. That's just when your due diligence begins. The post To CFP or Not to CFP? appeared first on The White Co...
Answering questions about the Mega Backdoor Roth IRA, the right kind of financial advisor for you, side gigs and increasing your income, and whether the Trump administration is going to get rid of PSL...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia Doumani BOISE, Idaho (CBS2 News) —If you’ve ever wanted to learn about Idaho’s...
I've been trying to decide whether I should bite the bullet and pay for a financial advisor to look over my retirement plan. I'm 56m, spouse is 52f. No children, and no real need to leave an estate ex...
My retirement advisor is recommending that I put roughly half my current retirement savings (from my pre-tax IRA) into a Fixed Indexed Annuity with a 10-year term. The upside is that you are not suppo...
From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024....
If you've saved up a decent-size nest egg with a financial services firm, chances are good it has offered you financial advice — for a price. Is it worth it?...
AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors....
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess....
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this common tool, often used by financial advisors, is not a substitute for a true financial plan. A Monte Carlo ...
Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help....
Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway....
I recently was asked an interesting question. What is the most impactful financial advice I’ve given since I started working as a financial planner? Financial advice is often synonymous with inv...
Curious about how timing your Social Security could maximize your benefits? Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor...
I have a game plan to retire in March and my financial advisor says it is gonna work. And now a couple opportunities seem to be rearing their head. Returning to a job that may establish an amazing rep...
Since the first robo-advisors came on the market, I have been “robo-curious”. Robots could manage hundreds of individual positions while creating daily tax loss harvesting opportunities. B...