Showing 14 results of 664
The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning....
As Congress battles over spending and House leadership, retirement advisors are losing faith in the U.S. economy....
It’s common financial advice – save enough in your 401(k) to get the company match. It’s great advice (after all, who doesn’t want free money?), but it may not be yours to keep...
A growing number of seniors are delaying retirement because they need the money, enjoy their work, or can't see themselves doing nothing. In astudy conductedin 2021 by the American Advisors Group (AAG...
Hi, I'm nowhere near retirement but I've been investing in my 401k for quite a while now. I know if I have demanding concerns I'll speak with an actual financial advisor, but I'm curious if anyone kno...
I was just speaking with a (potential) financial advisor today. He discussed, for example how the S&P 500 is way overweighted in tech, particularly because 7 of the top 10 holdings are all megatec...
In our post of July 23, 2020 entitled, “How to Fix Advisor Retirement Planning Models,” we summarized some of the problems with commonly used Monte Carlo approaches used by financial advis...
"This has been more helpful than couples therapy!" is something that good financial advisors will inevitably hear in their work with couples....
Would appreciate any input as I will be discussing with my financial advisor. I’m about to turn 65 and retired about a year ago. I haven’t touched my investments this far, but will need to...
I'm a canadian in my mid 20's. Since the past 2 years, I used the services of a financial advisor who works for an independant private financial service group. All of my investments are currently in m...
I see a number of people working very hard and saving in a 401(k) or IRA (or Roth IRA). Are you aware of the 4% rule? Have you spoken to your advisor about it? Google ‘The Trinity Study’ a...
When you need a financial advisor, work with someone who only gives advice but doesn't manage any investments....
Josh Gwin's answer: I used to have money with a financial advisor. In 2013 when the market went up 27%, my money went up 0%. I started learning how to manage my own money the next day. Here’s what I...
My college advisor once told me something that would fundamentally change how I make decisions: Solve life backwards I didn't know what he meant when he first said it, so he went on to explain: It's m...