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Melaina Cano and her team help wealth creators and their heirs align on legacy, taxes and long-term strategy long before wealth transfers occur....
“Referrals don’t happen if you’re not in person,” according to UBS’ Kayvon Sarmadi, who emphasizes a disciplined and hands-on approach to working with clients....
Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages....
If 20% of WCI readers are DIYers and 30% are delegators, how can the other 50% get truly great financial advice at a fair price? The post How to Get Real Financial Advice If You Need It appeared first...
Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash....
Dividing a divorce into three stages — decision, negotiation and finalization — makes it more manageable. These are the key steps to take in stage one....
A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found....
Take five minutes to review how much you're paying for financial advice. If you're overpaying, you could be better off with an adviser who charges a flat fee....
When you think about retirement, picture a big red bucket brimming with all the money you've saved. It's everything you've got, and it has to last you....
A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't always clear. Financial advisors have a few ideas....
Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed....
Chasing large returns through gold and other alternative investments might be thrilling, but playing defensive 'small ball' with your investments can be a winning formula....
If you’ve ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why...
Some financial advice just won’t die, no matter how wrong it is. It gets repeated on podcasts, in blog posts, and at family dinners like it’s gospel. In this gallery, you’ll see the ...
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financ...
Amid rising uncertainty and inflation, effective portfolio diversification needs to extend beyond just stocks and bonds to truly manage risk....
I believe that The Keen Wealth Advantage helps folks feel more confident about comprehensive financial planning and their road to retirement. I also believe wholeheartedly in the consumer being as edu...
Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard ...
I have my retirement invested via Fidelity (required by my employer). I get free advice from a Fidelity adviser, a CFP I really like (very thorough and rational). Theyve done very well for me. As I lo...
When hiring a financial adviser, ask these 10 questions to weed out the duds and find the right person to manage your nest egg. After all, you're the boss....
Some retirees have saved all their lives and want to live a little. Or a lot....
With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what...
We asked an expert financial adviser to weigh in....
SEC registration for Boldin Advisors means increased access, more choice, and continuation of the highest standards of guidance from CFP® professionals. The post Boldin Advisors Achieves National ...
Lazard Asset Management LLC was removed as an advisor on the fund and has been replaced by a…...
A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed annuities through their retirement accounts. Plan providers are listening....
Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations....
Retirement Club for Canadians offers a sounding board and resources for people who do retirement finance all on their own. The post Retirement planning advice for people who don’t use an advisor...
Converting your traditional IRA to a Roth can be a fantastic tax-saving move, but you've got to be smart about two things: how much and when....
This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings....
Does anyone here utilize the CFP’s available through Vanguard’s Personal Advisor select option? I am thinking of rolling over an old 401k to Vanguard simply because it says they have a fla...
Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way....
Annuities can offer retirement income stability and security against market volatility, though some do have drawbacks. The key is to understand their features before buying....
How confident are you that your money will go the distance? Building a balanced portfolio can shore up your investments' long-term stability....
Creating guaranteed income sources in retirement will help you truly enjoy your golden years and spend less time worrying about money....
If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution....
In its Weekend Reading for Financial Planners (June 7-8), Kitces.com and Adam Van Deusen included a link to and summary of our April 28, 2025 Advisor Perspectives article, “Advising a Retired Cl...
Tuesday, May 27 - Monday, June 02, 2025 Most Commented score comments title & link 64 202 comments Retired at 63; financial advisor wants a big stake in alt investments 34 62 comments The Final Pu...
Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients....
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family....
A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem....
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here NAMPA, Idaho (CBS2) —Cassie Knudsen, a 96-year-old...
A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy....
I have no 401k's, no pensions and no stock, no financial advisor. We've always done everything with our own two hands. We've worked way beyond retirement to help our kids. I f(69) and spouse m(75). My...
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
According to this financial professional, limitations on the proposed $1,000 deposit at birth highlight shortcomings in our retirement landscape, but the potential is there to make a big difference....
As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning...
I recently (and mostly unwillingly) retired last year just shy of 63. Nest egg big enough to not panic, but not so large that we can afford big mistakes or poor planning. I switched financial advisors...
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch....