Advisors
Showing 50 results of 236
How advisors can ease client fears of outliving retirement income
Sep 13 2024
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....
financial-planning.com
Vanguard Lowers Minimum for Robo-Advisory Service
Sep 10 2024
The reduction comes as Vanguard's increases its investment in the robo-advisor service...
401kspecialistmag.com
The “Minus Your Age” Rule of Thumb for Asset Allocation
Sep 06 2024
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...
retirebeforedad.com
Retire Without Borders: An Expat Primer
Sep 04 2024
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...
share.transistor.fm
Financial Advisor Certifications - What They Mean for You
Sep 04 2024
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...
share.transistor.fm
Americans Unfamiliar With How or When to Take Social Security Benefits
Aug 30 2024
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
401kspecialistmag.com
Retirement Savers Should Be Protected Against Costly Financial Advice – Especially for Rollover IRAs
Aug 29 2024
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...
crr.bc.edu
Market volatility and a contentious election year caused advisor confidence to plummet
Aug 24 2024
However, financial advisors have been trying to ease client fears by taking a longer view....
financial-planning.com
Retire Without Borders: An Expat Primer
Aug 22 2024
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...
rogerwhitney.libsyn.com
SigFig Incorporates AI to Advisor Platform
Aug 19 2024
Digital wealth management solution and technology provider SigFig is adding new artificial…...
401kspecialistmag.com
Enhanced Advisor Engagement Leads to Happier Employers
Aug 19 2024
Employers report being "highly satisfied" with their advisor partners, as more push to work…...
401kspecialistmag.com
What Do Good Financial Advisors Cost in 2024?
Aug 12 2024
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...
whitecoatinvestor.com
Market Downturn Reaction: Retirement Advisors Stress Restraint
Aug 09 2024
Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is…...
401kspecialistmag.com
Ask an Advisor: How can I help clients retire to, not from, something? (Part 2)
Aug 06 2024
Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement....
financial-planning.com
A Great Financial Adviser Starts With Finding Problems
Jul 31 2024
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....
kiplinger.com
Ask an Advisor: How can I help clients retire to, not from, something? (Part 1)
Jul 30 2024
What happens when a client loses their sense of purpose and identity when they choose to retire?...
financial-planning.com
How financial advisors can serve clients diagnosed with dementia
Jul 27 2024
By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families....
financial-planning.com
4 Signs That You May Need A Financial Advisor In Retirement
Jul 24 2024
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....
forbes.com
How to Get Your Money's Worth From Your Financial Adviser
Jul 22 2024
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations....
kiplinger.com
Managing Mom and Dad’s Money
Jul 19 2024
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...
retirebeforedad.com
Good Time to Check Your Client’s Funding Buckets
Jul 18 2024
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....
howmuchcaniaffordtospendinretirement.blogspot.com
Managed Account Consolidation Slowly Growing
Jul 18 2024
Still, adoption among advisors is growing in small doses, finds Cerulli...
401kspecialistmag.com
Financial Advisor Certifications - What They Mean for You
Jul 17 2024
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...
rogerwhitney.libsyn.com
When advisors retire: A wealth manager's guide to life after work
Jul 16 2024
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next....
financial-planning.com
What makes a dream retirement? 6 advisors share their visions
Jul 16 2024
Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?...
financial-planning.com
Should retirement funds continue to increase after retirement?
Jul 14 2024
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...
reddit.com
Do I need an advisor to tell me if I can retire? If so, how do I find one?
Jul 02 2024
Am I doing it wrong? Almost made the decision to retire in a year. I'm looking at all the money I currently have, plus what I will get from pensions and social security and added up all my projected e...
reddit.com
Non-Clinical But Necessary: The Role Of The Physician Advisor
Jul 01 2024
Nowadays, doctors are opting for less traditional job opportunities. Many young graduates understand that the typical long hours at the ... Read more...
physicianonfire.com
New RISR advisor platform raises $1.5M for expansion
Jun 28 2024
New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners....
financial-planning.com
Why Do, Why Don’t, And Why Should People Hire A Financial Advisor?
Jun 23 2024
The pain of acting, perceived and real, has to be greater than the pain of inaction. This drives the decisions people make to hire a financial advisor—or not....
forbes.com
How financial advisors can help LGBTQ clients prepare for retirement
Jun 22 2024
Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings....
financial-planning.com
Whelp. Today is the day we hear back from our advisors.
Jun 22 2024
My (M63) wife (F54) and I are waiting for the report from our money guys on the feasibility of her giving a few months notice. We’re nervous and excited. I’ve been working since I was 13, ...
reddit.com
How To Choose An Advisor
Jun 22 2024
Choosing an advisor is important to your financial future and on this episode we discuss some important considerations that you may want to incorporate in your evaluation process. Glenn is available f...
retirementroadmappodcast.podbean.com
A Keen Wealth Advisors Case Study: “Can We Retire With a $3.3 Million Nest Egg?”
Jun 19 2024
Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every sin...
keenonretirement.libsyn.com
6 Questions For Pre-Retirees And Retirees To Ask When Shopping For A Retirement Adviser
Jun 15 2024
Hiring a financial adviser to help you transition into retirement is one of the most important decisions you’ll make; don’t be shy about asking penetrating questions....
forbes.com
Make Sure Your Retirement Advisor Has The Training And Experience To Help You
Jun 14 2024
Pre-retirees and retirees: Do your homework to make sure your adviser has the qualifications to help you with the critical decisions you face as you transition into retirement....
forbes.com
What is a Fiduciary?
Jun 11 2024
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...
theretirementsolution.com
Flat-Fee vs. Commission-Based Financial Advisors
Jun 10 2024
A couple eagerly discussed their plan with their financial advisor. When considering financial advisory services, choosing the right advisor can be difficult. Among all your options, two primary compe...
theretirementsolution.com
Taking Off The Cape: Financial Advisory Journey From Novice To Hero To Guide
Jun 09 2024
Many financial advisors follow a similar arc in their careers—from humble novice to knowledge-wielding superhero to wiser guide....
forbes.com
Voya Debuts Fund Expansion Within Advisor Managed Accounts Program
Jun 05 2024
Voya says it's offering its PrimaryPlus feature after hearing demand from advisors wanting…...
401kspecialistmag.com
Should Your Financial Advisor Get Involved in Family Conflicts?
May 30 2024
As an objective third party, your financial advisor could offer insight into financial issues to lessen conflict, but they’re not a mediator....
kiplinger.com
Two-Thirds of Workers are Financially Stressed—And Want Employers to Help
May 24 2024
Qualified Plan Advisors’ Financial Wellness Survey finds levels of financial stress remain…...
401kspecialistmag.com
13 Pieces of Bad Financial Advice That People Still Believe
May 16 2024
Frustrated With Bad Financial Advice In the digital age, where advice is as plentiful as it is varied, discerning the worthwhile from the worthless is crucial, particularly concerning your finances. I...
dadisfire.com
Should advisors reconsider the 'plan to 95' rule?
May 15 2024
Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach....
financial-planning.com
Ask an advisor: How do I set boundaries with my pushy client?
May 15 2024
There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?...
financial-planning.com
Social Security is still in trouble. What should advisors tell their clients?
May 07 2024
Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers....
financial-planning.com
Breaking Down the Basics: DOL Fiduciary Rule
May 02 2024
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's…...
401kspecialistmag.com
Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479
Apr 30 2024
Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth® podcast 479, Joe An...
purefinancial.com
Financial Steps Widows Should Take
Apr 22 2024
An interview with a financial adviser about the financial steps widows should take....
kiplinger.com
Gray divorce can derail retirement. Here's how advisors can help
Apr 19 2024
Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?...
financial-planning.com
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