Showing 50 results of 688
Deciding to work with a financial advisor is about more than how much you've stashed away. It's also about determining whether an advisor's benefits outweigh the costs. In your higher earning years, f...
Is navigating Medicare really that complicated? I have a lot of ads popping up on my feed. One that looks interesting is Boomer Benefits. Then I see many from independent brokers. Do these people real...
Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk abo...
Have you ever wondered what questions to ask an advisor? Some questions might be obvious and some might not. So, in this episode we explore a number of questions (and answers) that could be important ...
Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property, pay 25% tax, and invest the lump sum? Mark in Florida is 72 and invested in CDs. Should he go back ...
As women grapple with financial stress, almost half believe their advisors aren't listening…...
Today’s post is written by Jeremy Zuke, one of my financial planning colleagues at Abundo Wealth. Jeremy achieved financial independence in 2022 and left a corporate marketing job to pursue work...
Here is a list of questions your financial advisor should ask for you to maximize your Social Security benefits and determine your overall financial goals....
Free course for NAPA members to earn RI(k) certificate launched in response to growing…...
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool,…...
Financial advisors who help us manage wealth may not be fully informed about financial elder abuse. They need to know how to spot the red flags. Our checklist can assist....
Endless investment debates often leave out the most important factor—the investor!...
A study by Allspring Global Investments reports that participants and advisors are…...
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...
The large asset manager has also appointed a new DC intermediary head to lead the program...
“There’s one money move we recommend for nearly every client that comes through our doors,” Tyson Thacker, a Utah financial advisor says. “And if you haven’t taken advant...
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli...
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official a...
I’m a DIY financial planner and investor. Hiring a financial advisor never made sense since I studied finance and enjoy money management as a hobby. I almost became an investment advisor a few t...
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients....
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council...
I'm 55 and wife is 53. We both have 401k that we max out. I will get a pension when I retire. I can retire as early as 59, but the pension is significantly higher if I work until 65. But I am getting ...
By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to ma...
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an advisor if you’re already in a good place? Having a successful retirement isn’t just...
Do financial advisors have some secret blood handshake that they’ll all claim they can get you 8 percent returns, but then tell their clients they can only withdraw 4 percent in retirement? That...
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief…...
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...
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line....
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...
Consumers were likelier to point to inflation and the economy as a major barrier to a…...
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....
This month, retirement planners expressed slightly higher confidence in the U.S. economy — but much more anxiety about the world....
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...
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more...
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 ...
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...
There can be advantages to having a lot of stock in one company, but ‘de-risking’ can help avoid some significant disadvantages....
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...
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 ...
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...
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Earlier this week, we examined why financial advisors might do this crap. Good financial advisors pursue certifications and take oaths ... Read more...
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...
Here’s a scenario that’s played itself out several times since I started writing about personal finance. A couple, at or ... Read more...