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As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.
AI helps clients have informed retirement planning conversations with advisers. It can also rapidly handle technical work, freeing up an adviser's time to talk.
This week, Advisor Perspectives published my article entitled, “Social Security’s Short‑Term Crisis: What Advisor’s Must Prepare For.” The primary purpose of this article was to focus on possible solu...
One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
More than half of Americans in their 40s are considered the "sandwich" generation, supporting both their aging parents and raising kids. Here is how financial advisors can support them.
If you're asking a financial advisor whether using them is "worth it," know that this is a reasonable and totally unanswerable question. The post Paying for Financial Planning — Is It ‘Worth It?’ appe...
Tilly Norwood's debut raises a bigger question: as AI grows more personal, who will you consult first—your doctor, advisor, or an AI that knows you?
You can hit your number, be fully financially ready, hand in your notice, and still end up miserable. Or worse, running out of money. In 15 years as a retirement advisor, I've watched it happen again ...
Although there are advisors who suggest steering clear, there are times when clients might benefit from using a checkbook IRA to invest in alternative assets.
Retirement researchers increasingly recognize that real spending does not remain flat throughout retirement. As Dr. David Blanchett emphasized in his recent Think Advisor article: “Integrating reduced...
"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial advisor before, and one of our clients referred her to Keen We...
Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.
Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current lev...
Claiming Social Security early might seem counterintuitive for the ultrawealthy, but one advisor says that when the benefits are used to fund life insurance in an irrevocable trust, the strategy could...
Nearly half of unadvised workers and 20% of retirees expect to hire an advisor, according to new research. Plus, many workers erroneously think they are saving.
Most people spend decades preparing financially for retirement. They contribute to retirement accounts, pay down debt, evaluate Social Security strategies, and work with advisors to make sure their sa...
With the clock ticking toward the Social Security fund's projected insolvency, advisors might take different approaches depending on clients' ages and levels of wealth.
From emergency savings to helping your children, here's how advisors suggest ranking the financial demands competing for your money.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.
The latest projections indicate the main Social Security retirement fund will reach insolvency in less than six and a half years. For retirees and their advisors, that could mean a potential rethink o...
Roger Whitney explores the relationship between cost and value in retirement planning, focusing on how to better understand the fees associated with financial advice, investments, and insurance produc...
The financial professionals who contribute to Kiplinger's Adviser Intel regularly write about annuities.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
Hi all, I looked at the wiki here, but there are so many resources and none of them looked like what I am looking for. I'm not looking for calculators or financial advice, I just want to know what I n...
Want a powerful small-market prospecting tool? Discover how retirement plan advisors can leverage startup plan tax credits to win new clients and fix a major filing gap.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
Empower shows you what you own. Boldin models whether it lasts. Here’s how they compare on planning depth, tax strategy, and advisor access. The post Boldin vs. Empower: Which Retirement Planner Is Be...
Despite looming concerns, only 32% of retirees said they work with a financial advisor, according to Schroders' 2026 U.S. Retirement Survey.
Unlike some retirees, you may not have had financial advice throughout your life to guide your decisions. But it isn't too late to benefit from it.
Sometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. ?Contact Devin's team at https://carrolladvisory.co/podcast1 ...
A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.
Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. ?Contact Devin's team at https://carrolladvisory.co/podcast1 ...
The hidden costs, conflicts of interest and generalized advice that leave investors dissatisfied, and how to find a financial professional you truly trust.
Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John...
Ann asks about making qualified charitable distributions from her 457 plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their ind...
You’ve done everything right. You saved consistently. You built a portfolio. You figured it out on your own. So why would you ever need a financial advisor now. That question makes sense. And for many...
Rockstar advisor George Fraser joins the podcast to announce "GigMatch," a revolutionary app designed to replace retirement fear with hope by matching 401(k) participants with gig economy income oppor...
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my thoughts on how AI may reshape financial planning for retireme...
I posted this question a year or so ago. I also discussed this with my financial advisor. He gave me all sorts of things to do. I'm asking here because I forgot, and a 2nd and 3rd opinion always helps...
No matter what you think about previous generations, they just might have legit financial advice that can help you reach your goals. The post 5 Financial Lessons That Boomers Taught This Millennial Th...
A listener asks about a spendthrift trust for his adult "airhead" granddaughter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through thei...
A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.
If your adviser isn't crunching all the numbers and showing you a complete picture (in writing), then you might need to find one who will.
Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.