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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...
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...
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....
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....
If market turmoil has you worried about your retirement accounts, but getting professional help sounds too expensive, I recommend that you try to look at cost vs value....
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier....
The program will also work as a complementary add-on to the firm’s Schwab Advisor Services platform...
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy....
The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions....
While it's possible to manage investments without professional help, there are times when independent guidance from a professional may be invaluable....
Craving reassurance? Explore Boldin's live support options: from professional financial advice to classes and coaching sessions. The post Retirement Planning is Complex: Get a Set of Expert Eyes &ndas...
New report finds 40% increase in satisfaction with the retirement plan’s advisor after…...
There's a growing need for financial advisers. Why not take on a role that offers earning potential and work-life balance and helps change lives?...
I have to rant… For 30+ years I was the one in my household who managed all of our investments — 401ks, cash, stocks, all of it. Now getting close to retirement, I suggested we move our a...
American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts....
Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation....
Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you know they're giving good advice?...
Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say....
Finance changes, but some advice sticks around like an old myth that refuses to die. Bad financial takes get passed down like family recipes, even when they don’t work anymore. I retired early b...
Pentegra publishes latest research to mark Sunday as 4th annual “3(16) Day”...
You may not be bound for Mordor, but Roth IRA pitfalls could upend your retirement if you're unaware of them....
In this episode, Sean breaks down the key questions you should ask when seeking advice from a Financial Advisor. With so many potential questions out there, it can be overwhelming to know which ones m...
The words “fun” and “taxes” probably don’t go together in your mind. But, as I mention on today’s episode, they do at Keen Wealth! Helping folks be good stewards of...
Finding the right financial adviser for retirement planning can save you time and money in the long run....
Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? ...
I've never had one. I'm 56 and have no idea if or when I can retire. I see people talking about retiring at 59 or 60 or 61 and I can't imagine it! I tried one that a family member recommended and didn...
How a potential financial adviser responds to these questions can help you decide whether they're the right choice for you and your financial future....
Boise seniors find strength and community in free ‘Fit and Fall Proof’ exercise classes bySophia DoumaniWed, November 27th 2024 at 4:53 PM. Boise seniors find strength and community in fre...
This post is a follow-up to our post of March 7, 2021 and several other of our posts and articles noting that a model like the Actuarial Financial Planner (AFP) is a better model to use when employing...
In this episode we continue the conversation on our list of 10 things that would simplify financial and retirement planning if more people understood them. Glenn is available for in person and online ...
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to…...
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....
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...