Showing 50 results of 627
Tuesday, May 27 - Monday, June 02, 2025 Most Commented score comments title & link 64 202 comments Retired at 63; financial advisor wants a big stake in alt investments 34 62 comments The Final Pu...
Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients....
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family....
A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem....
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here NAMPA, Idaho (CBS2) —Cassie Knudsen, a 96-year-old...
A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy....
I have no 401k's, no pensions and no stock, no financial advisor. We've always done everything with our own two hands. We've worked way beyond retirement to help our kids. I f(69) and spouse m(75). My...
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
According to this financial professional, limitations on the proposed $1,000 deposit at birth highlight shortcomings in our retirement landscape, but the potential is there to make a big difference....
As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning...
I recently (and mostly unwillingly) retired last year just shy of 63. Nest egg big enough to not panic, but not so large that we can afford big mistakes or poor planning. I switched financial advisors...
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch....
If market turmoil has you worried about your retirement accounts, but getting professional help sounds too expensive, I recommend that you try to look at cost vs value....
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier....
The program will also work as a complementary add-on to the firm’s Schwab Advisor Services platform...
A financial professional and three colleagues explain the fluctuations in the 10-year Treasury bond and what investors should do....
So, I recently moved various funds and 401s to a local Schwab brokerage. I was assigned an advisor. As a result, I have moved my funds to Schwab, but have yet to convert to other types of funds or ETF...
I know most money managers/advisor want you to have 6 months to 2 years of cash available for retirement (aka bucket #1) but every time I get mine up to a considerable about (>$10k) I start investi...
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later....
A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, bu...
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy....
This financial professional's mom helped him learn that financial security is more than making money — it's about cultivating a mindset that will help you stick to an investment plan even when t...
The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions....
BlackRock's chief executive, Larry Fink, recently argued the case for increased access to private markets. Here's how this financial professional sees his views translating into action for accredited ...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2 News) —Losing your spouse can b...
A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to know about it....
While it's possible to manage investments without professional help, there are times when independent guidance from a professional may be invaluable....
Craving reassurance? Explore Boldin's live support options: from professional financial advice to classes and coaching sessions. The post Retirement Planning is Complex: Get a Set of Expert Eyes &ndas...
The next time I seek out the “experts” on TikTok, it will be for golf swing tips, new dance moves or cute relationship memes to send my wife, not for financial advice....
I'm 68f. over the past year I've met with my financial advisor a couple of times and was all set to retire this coming july. in the last meeting, end of march, we were finalizing all the numbers and g...
New report finds 40% increase in satisfaction with the retirement plan’s advisor after…...
Tuesday, April 01 - Monday, April 07, 2025 Most Commented score comments title & link 94 147 comments How financial advisors treat couples 12 41 comments Help with our first ROTH conversion Top Co...
There's a growing need for financial advisers. Why not take on a role that offers earning potential and work-life balance and helps change lives?...
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas...
I have to rant… For 30+ years I was the one in my household who managed all of our investments — 401ks, cash, stocks, all of it. Now getting close to retirement, I suggested we move our a...
American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts....
Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management....
I have not planned a retirement date. I am 62 with 33 years of seniority, and I am hesitating. I think my finances are in order, my advisor tells me I am good, but of course I am nervous about it, whi...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2) —The saying “you’r...
I'm 59 and feeling the retirement pull firmly these days. I've done the basic research—watching videos, reading articles and blogs, and consulting with my advisor about investments. Still, I hav...
Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation....
How can the wealth management industry help make life transitions easier for the adviser and the client?...
These strategies can help to build influence with high-net-worth individuals, who are often looking to an adviser for insight rather than solutions....
Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you know they're giving good advice?...
Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say....
Finance changes, but some advice sticks around like an old myth that refuses to die. Bad financial takes get passed down like family recipes, even when they don’t work anymore. I retired early b...
Pentegra publishes latest research to mark Sunday as 4th annual “3(16) Day”...
The future isn’t going to happen as you (or your financial advisor) assume, and your spending goals and actual spending are likely to change over time. Therefore, as previously discussed in our ...