Is Your Portfolio Really Invested For You—Or Your Advisor?
Endless investment debates often leave out the most important factor—the investor!...
forbes.com
Feb 18 2024
Showing 50 results of 464
Advisors and Participants Don’t Agree on Retirement Readiness
A study by Allspring Global Investments reports that participants and advisors are…...
401kspecialistmag.com
Feb 15 2024
Ask an advisor: Can my client afford to build her retirement dream home?
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...
financial-planning.com
Feb 10 2024
BlackRock Launches DC Advisor Hub
The large asset manager has also appointed a new DC intermediary head to lead the program...
401kspecialistmag.com
Feb 04 2024
This is the best money move for 2024 from Utah financial advisors
“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...
bossretirement.com
Jan 26 2024
Are GICs a no-brainer for retirees?
For years, the humble GIC—guaranteed investment certificate—was disparaged by the fixed-Income cognoscenti and more often than not financial advisors. But, things started to change when in...
moneysense.ca
Jan 24 2024
The Rate of Financial Advisors is Slowly Falling
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli...
401kspecialistmag.com
Jan 24 2024
3 Reasons You Should Choose A Flat Fee Financial Advisor
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...
sites.libsyn.com
Jan 16 2024
Corporate Roundup: SageView Acquisition, RIA Co-Op Launches
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op,…...
401kspecialistmag.com
Jan 14 2024
When to Fire (or Hire) a Financial Advisor
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...
retirebeforedad.com
Jan 11 2024
How advisors can win doctors as new clients
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients....
financial-planning.com
Jan 06 2024
Setting New Year’s Goals and Ignoring Old Noise in 2024
Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic...
keenonretirement.libsyn.com
Jan 04 2024
Morningstar Retirement Joins Retirement Advisor Council
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council...
401kspecialistmag.com
Jan 04 2024
5 ways retirement changed in 2023
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors....
financial-planning.com
Dec 27 2023
I need a retirement coach, not necessarily a financial adviser
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 ...
reddit.com
Dec 26 2023
Firing Your Financial Advisor and Becoming a DIY Investor — 6 Steps to Make It a Smooth Transition
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...
whitecoatinvestor.com
Dec 25 2023
Leading 2024 Trends Facing Financial Advisors
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
401kspecialistmag.com
Dec 24 2023
Corporate Roundup: Vanguard Leadership Changes, Ascensus Team Expansions
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
401kspecialistmag.com
Dec 24 2023
What Clients (Actually) Value Most in a Financial Advisor
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...
redefiningwealth.info
Dec 23 2023
What do you do about complicated financial things when you are really old?
I retired at age 57 last year. Nowadays I have fiduciary financial advisors to help me navigate all the complexities of being a person that has to file quarterly taxes and figure out how to best move ...
reddit.com
Dec 21 2023
Am I Crazy For Paying My Financial Advisor $25k/year?
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...
buzzsprout.com
Dec 19 2023
Many Want to Work with a Financial Professional—But Aren’t
Americans worry advisors will try to sell them products or judge them...
401kspecialistmag.com
Dec 13 2023
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
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...
purefinancial.com
Dec 12 2023
What advisors can learn from a client who plans to live to 123
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
financial-planning.com
Dec 03 2023
Advisor Q&A: Courtenay Shipley Brings Creative Fuel to the Retirement Industry
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief…...
401kspecialistmag.com
Dec 03 2023
The art of asking: How the right questions, worded precisely, can help older clients
By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood....
financial-planning.com
Dec 01 2023
Navigating tough holiday conversations with your clients
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays....
financial-planning.com
Nov 28 2023
How do I find a tax advisor to guide me on IRA withdrawals and Roth conversions?
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...
reddit.com
Nov 27 2023
The financial advisor's guide to Medicare
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....
financial-planning.com
Nov 22 2023
What Is a Certified Financial Planner (CFP)?
In an attempt to save on costs, millions of Canadians are using self-directed investing platforms to manage their own investments. These robo-advisors and online brokerages have made investing more af...
retirehappy.ca
Nov 21 2023
Meet the CDFA, a certification for advisors with wealthy clients facing divorce
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line....
financial-planning.com
Nov 21 2023
Guidance on selecting a financial advisor
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...
reddit.com
Nov 21 2023
Workers and Advisors Voice Separate Opinions on Retirement Barriers
Consumers were likelier to point to inflation and the economy as a major barrier to a…...
401kspecialistmag.com
Nov 12 2023
Ask an advisor: Could I invest better than my 401(k)?
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....
financial-planning.com
Nov 10 2023
Retirement advisors in grim mood as global tensions rise
This month, retirement planners expressed slightly higher confidence in the U.S. economy — but much more anxiety about the world....
financial-planning.com
Nov 07 2023
This Is Why You PAY YOUR ADVISOR!
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...
sites.libsyn.com
Nov 07 2023
Bucketing by Expense Type with the Actuarial Approach
Many financial advisors employ time segmentation buckets (sometimes simply referred to as “bucketing”) to help their clients fund their desired retirement spending. This usually involves t...
howmuchcaniaffordtospendinretirement.blogspot.com
Nov 05 2023
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more...
401kspecialistmag.com
Nov 02 2023
Poll- Actions around personal finances
Recently I was speaking with another parent about financial advice we gave our children. So when I read about this poll at a popular blog , the retirement manifesto , https://www.theretirementmanifest...
reddit.com
Oct 29 2023
The Most Revealing Question
By Dr. Jim Dahle, WCI Founder I was chatting recently with two financial advisors who work exclusively with doctors, and we were comparing stories of physicians who are in serious financial trouble wh...
whitecoatinvestor.com
Oct 25 2023
Can You Spot the Unbelievably Bad Financial Advice on These TikToks and Tweets?
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 ...
whitecoatinvestor.com
Oct 25 2023
Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
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...
purefinancial.com
Oct 24 2023
Retirement confidence keeps falling as political instability rises
As Congress battles over spending and House leadership, retirement advisors are losing faith in the U.S. economy....
financial-planning.com
Oct 12 2023
Don’t Lose Your Match: The Danger of Ignoring Your 401(k) Vesting Schedule
It’s common financial advice – save enough in your 401(k) to get the company match. It’s great advice (after all, who doesn’t want free money?), but it may not be yours to keep...
401kmaneuver.com
Oct 09 2023
7 Rewarding Side Hustles for People Over 40
A growing number of seniors are delaying retirement because they need the money, enjoy their work, or can't see themselves doing nothing. In astudy conductedin 2021 by the American Advisors Group (AAG...
wealthofgeeks.com
Mar 24 2023
Fee-based financial advisor, or self service
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...
reddit.com
Mar 03 2023
Starting Retirement, Do I manage myself or let financial advisor?
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 ...
reddit.com
Mar 03 2023
Autobiography is not Financial Advice
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...
retirebeforedad.com
Mar 02 2023
Caregiving can sap retirement savings. Here's how advisors can help
...
financial-planning.com
Mar 01 2023