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Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach....
There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?...
Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers....
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's…...
Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth® podcast 479, Joe An...
An interview with a financial adviser about the financial steps widows should take....
Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?...
A financial advisor's dedicated expertise, time commitment and skills in helping clients manage emotions can be valuable....
Do you want the wisdom that comes with age or the innovation that comes with youth? Or maybe you can have both, with an advisory team....
Deciding to work with a financial advisor is about more than how much you've stashed away. It's also about determining whether an advisor's benefits outweigh the costs. In your higher earning years, f...
Is navigating Medicare really that complicated? I have a lot of ads popping up on my feed. One that looks interesting is Boomer Benefits. Then I see many from independent brokers. Do these people real...
Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk abo...
Have you ever wondered what questions to ask an advisor? Some questions might be obvious and some might not. So, in this episode we explore a number of questions (and answers) that could be important ...
Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property, pay 25% tax, and invest the lump sum? Mark in Florida is 72 and invested in CDs. Should he go back ...
As women grapple with financial stress, almost half believe their advisors aren't listening…...
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money....
Today’s post is written by Jeremy Zuke, one of my financial planning colleagues at Abundo Wealth. Jeremy achieved financial independence in 2022 and left a corporate marketing job to pursue work...
Here is a list of questions your financial advisor should ask for you to maximize your Social Security benefits and determine your overall financial goals....
Free course for NAPA members to earn RI(k) certificate launched in response to growing…...
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool,…...
Financial advisors who help us manage wealth may not be fully informed about financial elder abuse. They need to know how to spot the red flags. Our checklist can assist....
Endless investment debates often leave out the most important factor—the investor!...
A study by Allspring Global Investments reports that participants and advisors are…...
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...
The large asset manager has also appointed a new DC intermediary head to lead the program...
“There’s one money move we recommend for nearly every client that comes through our doors,” Tyson Thacker, a Utah financial advisor says. “And if you haven’t taken advant...
For years, the humble GIC—guaranteed investment certificate—was disparaged by the fixed-Income cognoscenti and more often than not financial advisors. But, things started to change when in...
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli...
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official a...
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op,…...
I’m a DIY financial planner and investor. Hiring a financial advisor never made sense since I studied finance and enjoy money management as a hobby. I almost became an investment advisor a few t...
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients....
Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic...
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council...
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors....
I'm 55 and wife is 53. We both have 401k that we max out. I will get a pension when I retire. I can retire as early as 59, but the pension is significantly higher if I work until 65. But I am getting ...
By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to ma...
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
I retired at age 57 last year. Nowadays I have fiduciary financial advisors to help me navigate all the complexities of being a person that has to file quarterly taxes and figure out how to best move ...
When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an advisor if you’re already in a good place? Having a successful retirement isn’t just...
Americans worry advisors will try to sell them products or judge them...
Do financial advisors have some secret blood handshake that they’ll all claim they can get you 8 percent returns, but then tell their clients they can only withdraw 4 percent in retirement? That...
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief…...
By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood....
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays....
I’m 65 and plan on retiring from full time employment in 26 months. I have a military pension, 900k in retirement savings (mostly in non-Roth, unfortunately), planning on drawing SS when I retir...
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....