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Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision....
A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that....
Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case....
has anyone else noticed these began when we discussed fighting back against SSA and IRS access by non-US born (but naturalized in 2002) led DODGE "senior advisor to the president"... Thoughts? (except...
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs....
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...
While Wealth@wor(k) and the Broadridge Advisor 360 Summit are gone, The American College is…...
In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack....
Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts....
A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster....
The journey to find a financial advisor doesn't stop when you determine whether they're a CFP. That's just when your due diligence begins. The post To CFP or Not to CFP? appeared first on The White Co...
Answering questions about the Mega Backdoor Roth IRA, the right kind of financial advisor for you, side gigs and increasing your income, and whether the Trump administration is going to get rid of PSL...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia Doumani BOISE, Idaho (CBS2 News) —If you’ve ever wanted to learn about Idaho’s...
I've been trying to decide whether I should bite the bullet and pay for a financial advisor to look over my retirement plan. I'm 56m, spouse is 52f. No children, and no real need to leave an estate ex...
My retirement advisor is recommending that I put roughly half my current retirement savings (from my pre-tax IRA) into a Fixed Indexed Annuity with a 10-year term. The upside is that you are not suppo...
From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024....
If you've saved up a decent-size nest egg with a financial services firm, chances are good it has offered you financial advice — for a price. Is it worth it?...
AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors....
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess....
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this common tool, often used by financial advisors, is not a substitute for a true financial plan. A Monte Carlo ...
Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help....
Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway....
I recently was asked an interesting question. What is the most impactful financial advice I’ve given since I started working as a financial planner? Financial advice is often synonymous with inv...
Curious about how timing your Social Security could maximize your benefits? Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor...
I have a game plan to retire in March and my financial advisor says it is gonna work. And now a couple opportunities seem to be rearing their head. Returning to a job that may establish an amazing rep...
Since the first robo-advisors came on the market, I have been “robo-curious”. Robots could manage hundreds of individual positions while creating daily tax loss harvesting opportunities. B...
'National Lampoon's Christmas Vacation' shouldn't be anyone's go-to for financial advice, but it does remind us how not to spend a holiday bonus....
Hi everyone! I am just over 6 months from retirement. I am waiting for my husband to be on Medicare and I will be 59 and 1/2. I have seen a financial advisor and was told I could retire now. I have wo...
Financial advisors discuss the secrets to growing your net worth over time....
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help....
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
Hi. We're about five years out from retirement. Want to safeguard our nest egg while maximizing any possible returns. Most of it is in pre-tax IRAs. Financial advisor proposes one of two ways to move ...
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look at my finances. To my surprise, I uncovered a huge gap between my percei...
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions....
I retired 4 years ago and continued on with FEHB. Turned 65 this year so have to sign up for Medicare. I met with a Medicare marketplace advisor and he suggested if I have the means, to continue on wi...
These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats...
Moving from OneDigital, Stout brings decades of experience in provider and advisor roles to…...
Circumstances are different for everyone, but this adviser with 20-plus years of experience shares some insights on getting your financial priorities in order....
If I were to make a list of the most common money worries that I've helped seniors deal with in my 30-plus years as a financial advisor, running out of money in retirement would probably be number one...
Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, an...
Have you ever wondered if purchasing an annuity makes sense for you? There are two conflicting opinions from financial advisors: some advocate for annuities while others advise against them. James exp...
I was sitting around the campfire last weekend, enjoying the warmth of the flames and the comforting crackle of burning wood. My cousin, a financial advisor brimming with enthusiasm, leaned over and b...
The reduction comes as Vanguard's increases its investment in the robo-advisor service...
The minus your age rule of thumb is a simple math formula used in personal finance to help DIY investors and advisors determine a suitable stock-to-bond ratio for an investment portfolio. I’ve a...
Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joi...
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed...
My husband (66) will be retiring next May. I (60) am already retired. We signed on with a financial advisor a few months ago and we are working to set things up optimally for us. Recently, our financi...
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joi...