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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....
What happens when a client loses their sense of purpose and identity when they choose to retire?...
By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families....
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....
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations....
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...
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....
Still, adoption among advisors is growing in small doses, finds Cerulli...
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...
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next....
Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?...
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...
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...
Nowadays, doctors are opting for less traditional job opportunities. Many young graduates understand that the typical long hours at the ... Read more...
New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners....
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....
Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings....
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, ...
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...
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...
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....
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....
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...
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...
Many financial advisors follow a similar arc in their careers—from humble novice to knowledge-wielding superhero to wiser guide....
Voya says it's offering its PrimaryPlus feature after hearing demand from advisors wanting…...
As an objective third party, your financial advisor could offer insight into financial issues to lessen conflict, but they’re not a mediator....
Qualified Plan Advisors’ Financial Wellness Survey finds levels of financial stress remain…...
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...
Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach....
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?...
Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers....
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's…...
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...
An interview with a financial adviser about the financial steps widows should take....
Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?...
A financial advisor's dedicated expertise, time commitment and skills in helping clients manage emotions can be valuable....
Do you want the wisdom that comes with age or the innovation that comes with youth? Or maybe you can have both, with an advisory team....
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…...
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money....
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....