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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...
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to…...
Financial advisors discuss the secrets to growing your net worth over time....
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....
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....
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....
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....
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
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...
Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?...
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...
Medicare Open Enrollment period is more complicated than usual this year. It's important to have the right advisor help you navigate the choices....
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...
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…...
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...
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a…...
These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats...
Moving from OneDigital, Stout brings decades of experience in provider and advisor roles to…...
The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial...
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....
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...
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...
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....
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...
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...
Blue Owl Capital says its platform aims to educate clients on implementing alternative…...
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...
Corporate Transparency Act filings are due soon. Can your CPA or wealth adviser help you without committing the unauthorized practice of law?...
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....
The reduction comes as Vanguard's increases its investment in the robo-advisor service...
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...
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...
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...
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
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...
However, financial advisors have been trying to ease client fears by taking a longer view....
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...
Digital wealth management solution and technology provider SigFig is adding new artificial…...
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...
Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is…...
Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement....
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....
What happens when a client loses their sense of purpose and identity when they choose to retire?...
By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families....
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....
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations....
My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired teachers recommended a financial advisor who “specialized in reti...
Be sure to read our latest Advisor Perspectives article about the “buckets” used to fund essential and discretionary expenses in retirement under the Actuarial Approach....
Still, adoption among advisors is growing in small doses, finds Cerulli...
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...