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Working with individuals and couples gives me a front-row seat to how people invest. The view is fascinating. Several clients have worked with other advisors. Some come with collections of high-cost a...
In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Togethe...
Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now....
In a surprising twist on the classic “Vanguard vs. Fidelity” debate, seasoned financial advisor Steve Abramowitz shares his unexpected findings ... Read more...
My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired teachers recommended a financial advisor who “specialized in reti...
Be sure to read our latest Advisor Perspectives article about the “buckets” used to fund essential and discretionary expenses in retirement under the Actuarial Approach....
Still, adoption among advisors is growing in small doses, finds Cerulli...
I was examining our retirement funds with our financial advisor's website. The projection is showing them to keep increasing after we retire. Is this normal? Do we need to maybe re-evaluate our spendi...
A couple is meeting with their Fiduciary advisor. As you embark on the journey of your retirement, choosing the right financial advisor is paramount. Amidst the options available, understanding the di...
Many financial advisors follow a similar arc in their careers—from humble novice to knowledge-wielding superhero to wiser guide....
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself....
Qualified Plan Advisors’ Financial Wellness Survey finds levels of financial stress remain…...
I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong m...
AI in financial planning offers data-driven insights and personalized recommendations, but human advisors remain crucial....
As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help....
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's…...
An interview with a financial adviser about the financial steps widows should take....
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees....
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 ...
“If you have more than $200,000 in a traditional IRA or 401K, your family could have a big problem coming in retirement,” warns financial advisor Ryan Thacker. “The problem is taxes ...
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money....
I see a lot of people here asking if they can retire, or saying they've asked their advisors if they can retire. It seems to me that they might be missing a valuable retirement planning tool: a budget...
Clients across generations have different expectations of their financial advisors. Here's how everyone wins....
If you (or your financial advisor) aren’t planning for non-recurring expenses in retirement, you probably don’t have a realistic retirement plan. If you use a Strategic Withdrawal Approach...
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...
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op,…...
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z....
I recently terminated my financial advisor based on the helpful feedback from this subreddit. NOW, I need to educate myself more. I am planning to retire next year, and wondering about when to start s...
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...
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors....
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
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 ...
Hiya! I retired 5 years ago at 57 (single) with 1.2 million net worth. Financial advisor told me 99% chance plan would work until I was 99. Told him my spending would be around 5k net a month. I will ...
Americans worry advisors will try to sell them products or judge them...
“Don’t hire a financial advisor, it’s expensive” I see posts like this all the time But… what if the mistakes you make are way, way more costly than the advisor? Sure, I...
As hopes for a "Santa rally" rise, advisors and their clients are feeling more hopeful about the economy than they have in months....
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....
https://www.oregonlive.com/business/2023/11/the-unfulfilled-promises-of-the-long-term-care-insurance-industry.html?outputType=amp Who here has LTC insurance? Our financial advisor recommended against ...
Online investing platforms have lowered the costs for Canadians who want to manage their own investments. Whether it’s a robo-advisor platform or an online brokerage, you can now trade thousands...
Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring....
In an attempt to save on costs, millions of Canadians are using self-directed investing platforms to manage their own investments. These robo-advisors and online brokerages have made investing more af...
The wealthtech firm joins forces with Empower to launch a new 401(k) solution for advisors called Envestnet Retire Complete....
As my retirement approached in 2021, my wife and I collaborated closely with our financial advisor to determine our streams ... Read more...
Many financial advisors employ time segmentation buckets (sometimes simply referred to as “bucketing”) to help their clients fund their desired retirement spending. This usually involves t...
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...
Recently I was speaking with another parent about financial advice we gave our children. So when I read about this poll at a popular blog , the retirement manifesto , https://www.theretirementmanifest...
By Dr. Jim Dahle, WCI Founder I was chatting recently with two financial advisors who work exclusively with doctors, and we were comparing stories of physicians who are in serious financial trouble wh...
Bank of America's Ben Storey knows how many future retirees forget to plan for healthcare costs. Here's how financial advisors can help....
What application or planning tools do you recommend? I want to explore my retirement timing and determine when I can enter this next phase in my life. I'm leaning against using an advisor, but think t...