Advisors
Showing 44 results of 94
Navigating tough holiday conversations with your clients
Nov 28 2023
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays....
financial-planning.com
How do I find a tax advisor to guide me on IRA withdrawals and Roth conversions?
Nov 27 2023
I’m 65 and plan on retiring from full time employment in 26 months. I have a military pension, 900k in retirement savings (mostly in non-Roth, unfortunately), planning on drawing SS when I retir...
reddit.com
The financial advisor's guide to Medicare
Nov 22 2023
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....
financial-planning.com
What Is a Certified Financial Planner (CFP)?
Nov 21 2023
In an attempt to save on costs, millions of Canadians are using self-directed investing platforms to manage their own investments. These robo-advisors and online brokerages have made investing more af...
retirehappy.ca
Meet the CDFA, a certification for advisors with wealthy clients facing divorce
Nov 21 2023
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line....
financial-planning.com
Guidance on selecting a financial advisor
Nov 21 2023
We are approaching retirement. I (60f) was laid off a couple of months ago and am finding it difficult to find another role and I’m finding it more difficult to think about going back to a corpo...
reddit.com
Workers and Advisors Voice Separate Opinions on Retirement Barriers
Nov 12 2023
Consumers were likelier to point to inflation and the economy as a major barrier to a…...
401kspecialistmag.com
Ask an advisor: Could I invest better than my 401(k)?
Nov 10 2023
Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement....
financial-planning.com
Retirement advisors in grim mood as global tensions rise
Nov 07 2023
This month, retirement planners expressed slightly higher confidence in the U.S. economy — but much more anxiety about the world....
financial-planning.com
This Is Why You PAY YOUR ADVISOR!
Nov 07 2023
In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Kristen from Californiais at a crossroads post-retirement. At 61, she's contemplating d...
sites.libsyn.com
Bucketing by Expense Type with the Actuarial Approach
Nov 05 2023
Many financial advisors employ time segmentation buckets (sometimes simply referred to as “bucketing”) to help their clients fund their desired retirement spending. This usually involves t...
howmuchcaniaffordtospendinretirement.blogspot.com
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
Nov 02 2023
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more...
401kspecialistmag.com
Poll- Actions around personal finances
Oct 29 2023
Recently I was speaking with another parent about financial advice we gave our children. So when I read about this poll at a popular blog , the retirement manifesto , https://www.theretirementmanifest...
reddit.com
The Most Revealing Question
Oct 25 2023
By Dr. Jim Dahle, WCI Founder I was chatting recently with two financial advisors who work exclusively with doctors, and we were comparing stories of physicians who are in serious financial trouble wh...
whitecoatinvestor.com
Can You Spot the Unbelievably Bad Financial Advice on These TikToks and Tweets?
Oct 25 2023
By Josh Katzowitz, WCI Content Director Social media is pretty much the worst. I feel like I have to be on X (Twitter) and Facebook for my job (and I spend plenty of hours a week on both), but I also ...
whitecoatinvestor.com
Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
Oct 24 2023
Why does Becca in Florida’s advisor "poo-poo" her strategy for funding 529 plans for education? Keith, commenting on Spotify, wants to know about reimbursing yourself from a 529 plan for the sch...
purefinancial.com
Retirement confidence keeps falling as political instability rises
Oct 12 2023
As Congress battles over spending and House leadership, retirement advisors are losing faith in the U.S. economy....
financial-planning.com
Don’t Lose Your Match: The Danger of Ignoring Your 401(k) Vesting Schedule
Oct 09 2023
It’s common financial advice – save enough in your 401(k) to get the company match. It’s great advice (after all, who doesn’t want free money?), but it may not be yours to keep...
401kmaneuver.com
7 Rewarding Side Hustles for People Over 40
Mar 24 2023
A growing number of seniors are delaying retirement because they need the money, enjoy their work, or can't see themselves doing nothing. In astudy conductedin 2021 by the American Advisors Group (AAG...
wealthofgeeks.com
Fee-based financial advisor, or self service
Mar 03 2023
I am 60 (closer to 61). My 59 (closer to 60) year old wife is retired. I work part-time at a job that just about cover our regular expenses. Our net financial worth is seven figures, and a combination...
reddit.com
Starting Retirement, Do I manage myself or let financial advisor?
Mar 03 2023
I M19, am trying to build my Roth IRA and overflow retirement accnt. I have about 15k I want to put into retirement. I have investing experience, I know a good bit of stuff. However I do not know the ...
reddit.com
Autobiography is not Financial Advice
Mar 02 2023
The Atlantic writer Derek Thompson wrote an article about the best career advice he’s come across that “might be marginally useful.” Your Career Is Just One-Eighth of Your Life was a...
retirebeforedad.com
Caregiving can sap retirement savings. Here's how advisors can help
Mar 01 2023
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financial-planning.com
Why a Fiduciary Duty Matters When Choosing a Financial Advisor
Feb 25 2023
Earlier this week, we examined why financial advisors might do this crap. Good financial advisors pursue certifications and take oaths ... Read more...
physicianonfire.com
SSDI and rolling over to IRA and financial advisors. Fiduciary and/or RIA?
Feb 23 2023
Hello. I am retiring soon. I am receiving SSDI. I have a 401a and I also have a regular pension which I have the option to take payments or take a lump sum. I am going to take the lump sum, combine it...
community.aarp.org
Why Do Financial Advisors Do Crap Like This?
Feb 21 2023
Here’s a scenario that’s played itself out several times since I started writing about personal finance. A couple, at or ... Read more...
physicianonfire.com
Drawing from Investments in Retirement
Feb 12 2023
Would appreciate any input as I will be discussing with my financial advisor. I’m about to turn 65 and retired about a year ago. I haven’t touched my investments this far, but will need to...
reddit.com
The 4% Rule
Feb 09 2023
I see a number of people working very hard and saving in a 401(k) or IRA (or Roth IRA). Are you aware of the 4% rule? Have you spoken to your advisor about it? Google ‘The Trinity Study’ a...
reddit.com
Times When Choosing A Fiduciary Advisor Is Critical To You And Times When It’s Not
Feb 08 2023
“Fiduciary” has become an attractive marketing term, but what does it mean? More importantly, what does it mean to you?...
forbes.com
Wealthsimple Review 2023: Still Canada’s Best Robo-Advisor?
Feb 07 2023
Robo advisor platforms remove almost all of the work from investing, allowing you to follow a passive investing strategy. It’s no wonder they’ve become so popular; it’s expected that...
retirehappy.ca
Advice-Only Financial
Feb 01 2023
When you need a financial advisor, work with someone who only gives advice but doesn't manage any investments....
adviceonlyfinancial.com
Retirees Must Ask These Questions Before Hiring A Financial Professional
Jan 28 2023
Any annual review—whether year-end or your birthday—prompts thoughts of “Can I do better?” Well, it’s best to look before you leap because the grass is not always greener...
forbes.com
Leaving a Bad Financial Advisor
Jan 19 2023
Today, we answer a wide variety of your questions including what HSA contribution rules are, the importance of spending money instead of just saving it, if it is a good idea to change your financial p...
whitecoatinvestor.com
More Powerful than Financial Advice
Jan 12 2023
Financial advice can be free (google it) or expensive (hire an advisor). But financial advice tends to be tactical — buy this investment, optimize that tax advantage — instead of behaviora...
retirebeforedad.com
What's coming in 2023? Advisors predict change, not revolution
Jan 09 2023
...
financial-planning.com
How Much Does a Financial Advisor Cost? | Personal Capital
Dec 19 2022
The cost of hiring a financial advisor depends on several factors, starting with the advisor’s fee structure. This article covers expectations and average costs....
personalcapital.com
Ask an advisor: Should I get a traditional or Roth 401(k)? My company offers both
Nov 15 2022
A young engineer in Providence faces two choices for a lifetime of retirement saving. Advisors weigh in....
financial-planning.com
Bigger Isn’t Always Better When It Comes to Financial Advice
Oct 24 2022
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions....
kiplinger.com
When Should You Hire a Financial Advisor?
Jun 28 2022
Should you hire a financial advisor? Are they worth the cost? Is now the right time? If you've ever asked yourself any of these questions, then this article is for you. With all the wealth that has be...
ofdollarsanddata.com
Solve Life Backwards
Jun 07 2022
My college advisor once told me something that would fundamentally change how I make decisions: Solve life backwards I didn't know what he meant when he first said it, so he went on to explain: It's m...
ofdollarsanddata.com
Why I don’t like investment advisors
May 04 2018
When I say Money Managers, I am also referring to Investment Advisors, Financial Planners, Brokers and the like....
jlcollinsnh.com
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