Showing 50 results of 704
Ok. So my financial advisor confirms today that my portfolio is in great shape and we’re progressing on track to retirement in 5 years. The question of a new vehicle came up. How would you finan...
You've had the same financial adviser for a long time, but things are changing. Now what? Stay the course, or jump ship? Five questions could help you decide....
Like you, we read many articles on the Internet that dispense financial advice to retirees. This one entitled, “11 Financial Traps Retirees Don’t See Coming” recently caught our atte...
Financial planning’s most famous guideline just got an upgrade. In this exclusive interview, James speaks with Bill Bengen—the MIT-trained engineer turned financial advisor who created the...
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expe...
Winning a massive lottery jackpot, like the recent $1.4 billion Powerball, requires seeking immediate legal and financial counsel, protecting your identity and winnings and planning your legacy....
Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree....
From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year....
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. T...
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy....
Don't panic! And don't be so confident in the stock market that you overlook risk. Instead, be logical. Your retirement security could depend on it....
Financial professionals with a Certified Kingdom Advisor certification are committed to integrating biblical principles with sound financial advice....
Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees....
Using debt strategically, such as for homeownership, education and more, can lead to greater financial stability and growth....
With potential interest rate cuts on the horizon, you might want to lock in today's higher yields and consider adjusting your asset allocation....
There's nothing to stop you from working with several financial advisers instead of just one. But take a balanced view of the risks and rewards first....
Graduates entering the workforce trust human advisers more than AI tools with their financial planning. But AI can still enhance the client/adviser relationship....
Even though you may feel confident because of easy access to investing information, you may be making mistakes that could compromise your long-term performance. Here's what you should know....
There isn't a wrong age to start claiming Social Security, but there are factors that everyone should consider to avoid leaving money on the table....
What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim for $1 million nest egg....
Thanks to Kitces.com and Justin Fitzpatrick for once again informing financial advisors and retired DIYers that there are better metrics and processes for managing spending in retirement than the prob...
Investors must be able to free up cash to meet short-term needs from time to time. This strategy will help you access capital without derailing your long-term goals....
I've always managed my own investments (and like it that way). "Just say no to Bernie Madoff" has been my mantra. My sister, on the other hand has always had a financial advisor. She recently told me,...
Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that...
Unless you have about $6,000 burning a hole in your pocket every month, you should make a plan in case you need long-term care. Luckily, you have options....
Dividend investing could be draining your wealth with unexpected costs and limited growth potential. Here are some downsides, along with smarter strategies to take control of your retirement income....
NFL veteran Sheldon Day shows why you should coach your financial team like a roster—evaluating, setting standards, and making changes to win with money....
First, ask yourself what kind of retirement you want: big and splashy or simple and sweet. Then you can run the numbers to help choose just the right moment....
Many high-net-worth families experience financial stress because of a lack of immediate access to their assets. Liquidity planning aims to bridge the gap between long-term goals and short-term needs a...
Longer life expectancies and changing demographics put extra pressure on the program, making it crucial for future retirees to understand its evolution, common myths and how to strategically plan for ...
As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning....
For Americans in lower- and middle-income tax brackets, the enhanced deduction for older people reduces taxable income, shielding most of their Social Security benefits from being taxed....
Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan p...
Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of tho...
Claiming Social Security is about more than filing paperwork and expecting a check. When you do it and how you do it have huge financial implications that last the rest of your life....
Today's retirement isn't the same as in your parents' day. You need to be prepared for a much longer time frame and make a plan with purpose in mind....
Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security....
Melaina Cano and her team help wealth creators and their heirs align on legacy, taxes and long-term strategy long before wealth transfers occur....
“Referrals don’t happen if you’re not in person,” according to UBS’ Kayvon Sarmadi, who emphasizes a disciplined and hands-on approach to working with clients....
Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages....
If 20% of WCI readers are DIYers and 30% are delegators, how can the other 50% get truly great financial advice at a fair price? The post How to Get Real Financial Advice If You Need It appeared first...
Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash....
Dividing a divorce into three stages — decision, negotiation and finalization — makes it more manageable. These are the key steps to take in stage one....
A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found....
Take five minutes to review how much you're paying for financial advice. If you're overpaying, you could be better off with an adviser who charges a flat fee....
When you think about retirement, picture a big red bucket brimming with all the money you've saved. It's everything you've got, and it has to last you....
A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't always clear. Financial advisors have a few ideas....