Showing 50 results of 688
'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....
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...
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....
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
Hi. We're about five years out from retirement. Want to safeguard our nest egg while maximizing any possible returns. Most of it is in pre-tax IRAs. Financial advisor proposes one of two ways to move ...
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look at my finances. To my surprise, I uncovered a huge gap between my percei...
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions....
I retired 4 years ago and continued on with FEHB. Turned 65 this year so have to sign up for Medicare. I met with a Medicare marketplace advisor and he suggested if I have the means, to continue on wi...
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…...
Circumstances are different for everyone, but this adviser with 20-plus years of experience shares some insights on getting your financial priorities in order....
If I were to make a list of the most common money worries that I've helped seniors deal with in my 30-plus years as a financial advisor, running out of money in retirement would probably be number one...
Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, an...
Have you ever wondered if purchasing an annuity makes sense for you? There are two conflicting opinions from financial advisors: some advocate for annuities while others advise against them. James exp...
I was sitting around the campfire last weekend, enjoying the warmth of the flames and the comforting crackle of burning wood. My cousin, a financial advisor brimming with enthusiasm, leaned over and b...
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...
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed...
My husband (66) will be retiring next May. I (60) am already retired. We signed on with a financial advisor a few months ago and we are working to set things up optimally for us. Recently, our financi...
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
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...
Working with individuals and couples gives me a front-row seat to how people invest. The view is fascinating. Several clients have worked with other advisors. Some come with collections of high-cost a...
In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Togethe...
Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now....
In a surprising twist on the classic “Vanguard vs. Fidelity” debate, seasoned financial advisor Steve Abramowitz shares his unexpected findings ... Read more...
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...
I was examining our retirement funds with our financial advisor's website. The projection is showing them to keep increasing after we retire. Is this normal? Do we need to maybe re-evaluate our spendi...
A couple is meeting with their Fiduciary advisor. As you embark on the journey of your retirement, choosing the right financial advisor is paramount. Amidst the options available, understanding the di...
Many financial advisors follow a similar arc in their careers—from humble novice to knowledge-wielding superhero to wiser guide....
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself....
Qualified Plan Advisors’ Financial Wellness Survey finds levels of financial stress remain…...
I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong m...
AI in financial planning offers data-driven insights and personalized recommendations, but human advisors remain crucial....
As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help....
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's…...
An interview with a financial adviser about the financial steps widows should take....
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees....
Michael Kitces is one of the innovators in the retirement planning and financial services space.His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed ...
“If you have more than $200,000 in a traditional IRA or 401K, your family could have a big problem coming in retirement,” warns financial advisor Ryan Thacker. “The problem is taxes ...
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money....
I see a lot of people here asking if they can retire, or saying they've asked their advisors if they can retire. It seems to me that they might be missing a valuable retirement planning tool: a budget...
Clients across generations have different expectations of their financial advisors. Here's how everyone wins....
If you (or your financial advisor) aren’t planning for non-recurring expenses in retirement, you probably don’t have a realistic retirement plan. If you use a Strategic Withdrawal Approach...
For years, the humble GIC—guaranteed investment certificate—was disparaged by the fixed-Income cognoscenti and more often than not financial advisors. But, things started to change when in...
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op,…...