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SHOW NOTES In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning simple and meaningful. They dive into the idea of &...
The state of the U.S. equity market has advisors and Retirement Club members downgrading their outlook for stock returns. Here's where recent retirees should consider putting their money. The post Why...
Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle....
At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out....
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans....
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...
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members...
New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles....
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the financial implications of gray divorce, a positive mindset for retirement planning and a widow's annulm...
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...
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...
My financial advisor runs an annual cash flow plan to see how ready I am for retirement. I am 65. I currently work full time and will continue to do so until I am 70 when I will draw Social Security. ...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
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....
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 financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the five phases of retirement planning, the OBBB's potential impact on charitable giving and why you should...
One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard other advisors talking about their strategies for ...
From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' reti...
Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know....
If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a financial professional to manage your portfolio. ...
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...
Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors....
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,...
At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern....
What's one of the differences between a good financial adviser and a great one? The ability to use behavioral coaching to guide clients away from emotional decision-making and toward retirement succes...
A wealth adviser shares a childhood saving technique that taught him lessons of stewardship, generosity and responsibility and helped him answer the question we all need to answer to define our lives ...
To read this story on KSL.com, click here. “You’ve heard of ‘compounding interest,’ right?” asks Utah financial advisor Ryan Thacker. “It’s your money rolling...
What if the fear of talking to a financial advisor is the very thing keeping you from retiring sooner and living the life you’ve always dreamed of? In this episode,…...
Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash....
In his June 25, 2025 Kitces.com post, Adam Van Deusen encouraged financial advisors to help their clients understand when they may have enough retirement savings to “Coast-Fire” and keep w...
Need retirement planning near you? Find local advisors, compare your options, and use Boldin’s tools to create a secure retirement plan. The post Retirement Planning Near Me: Should You Hire Hel...
Financial advisors, finance personalities like Ramit Sethi, and even random people online love to tell frugal, self-made millionaires to spend more. They think it’s helpful advice. They think it...
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....
Some financial advice just won’t die, no matter how wrong it is. It gets repeated on podcasts, in blog posts, and at family dinners like it’s gospel. In this gallery, you’ll see the ...
There’s no shortage of financial advice online, but experience is what separates noise from knowledge. Most of the best money moves won’t go viral. They’re too simple, too consistent...
As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered....
Think of your financial adviser as a golf caddie — giving you the advice you need to nail the retirement course, avoiding financial bunkers and bogeys....
Is your Social Security strategy costing you tens of thousands of dollars? In this must-listen episode ofRetirement Solutions The Podcast, Ryan Thacker welcomes Brian Ward, a top advisor at B.O.S.S.&h...
We asked an expert financial adviser to weigh in....
Lazard Asset Management LLC was removed as an advisor on the fund and has been replaced by a…...
Lazard Asset Management LLC was removed as an advisor on the fund and has been replaced by a…...
Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations with their younger clients....
Nearly 7 in 10 Americans say Social Security benefits should be equal for everyone, regardless of marital status, according to a new survey. Financial advisors are skeptical....
Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big picture — and the finer details....
Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way....
What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clients’ futures can be just as meani...
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....
As we have indicated many times in prior posts, 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 ...