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AI can't take the place of the human touch when it comes to getting investment advice and planning for your future.
Thirty-seven percent of those making more than $500,000 live paycheck to paycheck, Goldman Sachs found, making this a problem for more than just lower-income workers.
To decide if the precious metal is right for you, consider three roles it could play: As a return driver, as a diversifier or as a hedge.
I'm nearing retirement (as per the sub's rules). I've worked with a very low cost CFP during the accumulation stage. He's a former co-worker who's doing CFP as a semi-retired gig. One man shop, very l...
From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.
Do you really need a financial advisor in retirement? Jeremy Keil argues that the answer depends on a better question: What do you actually want a financial advisor to do for you? After reading respon...
Doing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
I am 57, and plan to work another 10 years or so. I've got a long history of managing my own portfolio but lately I've been shopping around for an advisor. One I talked to recently suggested I add a f...
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their saving...
Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.
Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth.
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Plus, more news from PCS Retirement, Stadion, NSCP, and DWC
Intentionally using your wealth to create lasting memories with the people you love, rather than just saving for someday, is one of life's greatest gifts.
Vanguard just paid billions for Altruist to scale advisors. Boldin's CEO argues the bigger opportunity is scaling what you can do yourself. The post The Future of Financial Advice Isn’t More Advisors ...
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
Who better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
How can you be sure you're getting unbiased, comprehensive financial advice that fits your life, not product recommendations that reward your financial pro?
Turning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
Survey from Addition Wealth finds just 1 in 5 use artificial intelligence as a primary source for financial decisions while 1 in 4 don’t trust it at all
Do you know all the ways your financial adviser profits from your account? What's the difference between a broker and a financial adviser? If you can't answer both of these questions with confidence y...
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
Once you make the decision to take the next step toward ensuring a solid financial future, the next is who you should work with. There are all types of financial professionals that provide a variety o...
For many people, the goal in life is to have enough wealth that you can pass it on to people or organizations you care most about, and your advisor should be a key partner in helping you with that est...
The recent passing of SECURE Act 2.0 brought about a long list of planning opportunities, but the change in age for required minimum distributions will give advisors a chance to think outside the box ...
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
Aging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.
Don't get hit with a higher tax bill just when you've lost your spouse. You can deal with it once the worst has happened, but it's far better to plan ahead.
When looking for a contractor or a financial adviser, hiring based only on price is risky. These questions will help you find the right person for the job.
The National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.
Income from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.
I've sat with 100 retirees, and the biggest regret almost never has anything to do with a bad investment. It's something I call the momentum trap. At 62, every single signal tells you to keep going, a...
It's crucial to understand whether your adviser is using AI to enhance your personal experience without sacrificing the human judgment you're paying for.
One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
I’ve been with my advisor for about 8 years. I’m 61 and retiring at the end of July (in 3 weeks). The last several calls/virtual meetings with my advisor have gone a little too fast for me. I feel lik...
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Q2 2026 was defined by a disconnect between soaring market valuations and underlying economic realities. Speculative fervor is making the landscape casinolike.
The 1% adviser fee has been a mainstay for retirement planning. But now that AI is doing some of their work, it’s worth knowing exactly what you're paying for.
The 60/40 split could leave substantial portfolios exposed if stocks and bonds decline simultaneously. Accredited investors must take a new approach.
Change is hard, but if you’re not making the most with your money, it might be time to get a new advisor.
As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.
If your portfolio has been underperforming, you might need to fire your adviser. That gets tricky if you share a friend group.