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For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.
Have you become numb to risk? Is your brokerage app or website fueling your desire to trade? An investment adviser explains why it always pays to be cautious.
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
Face-to-face conversations between advisers and clients provide the human touch that encourages accountability and a real connection.
Financial pro Prem Patel shares his take on how markets performed in the fourth quarter of 2025, with an eye toward what investors should keep in mind for 2026.
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
? Show Notes In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,...
Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan....
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital....
Extreme U.S. market concentration has made international equities not just a diversification play, but a timely opportunity....
Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade portfolios, next-gen tech and a plan to sell the firm to other advisors....
Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run....
Do you leave meetings with your financial adviser feeling as though you've been bulldozed into decisions or you're unsure of what you're paying for?...
Millions of small 401(k) balances end up in safe harbor IRAs, where fees and low returns erode growth. But advisors can help reclaim lost savings....
You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime....
Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth....
While alternatives offer diversification and higher potential returns, including them in your workplace retirement plan would require careful consideration....
Maybe it came from their parents, mentors, or an actual advisor. Now, WCI readers share the worst financial advice they ever got. The post What Is the Worst Financial Advice You Ever Got? appeared fir...
The lowest premium for prescription drug coverage might not actually save you the most money. Make sure you take copays into consideration and do the math....
To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common pitfalls. The key is to be proactive, informed and flexible....
Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering alternatives might need some sound advice to get the most from their accounts....
In some ways, renting is cheaper, more flexible and easier, but unless you understand the implications for your taxes and health costs, it might not be for you....
Missing out on the benefits of the employer match and compounding growth could force you to work longer and lower your standard of living in retirement. Here are some alternative options....
The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care....
If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial...
Most people stay with the wrong financial advisor far too long: out of loyalty, inertia, or fear of starting over. But the cost of sticking with the wrong person can be measured in dollars, stress, an...
With $934 million in assets, Alaska Wealth Advisors combines a disciplined, ETF-driven investment process with deeply local roots, serving 650 families across the state — from oil executives to ...
Evercore Wealth Management matches each family with an investment lead and a fiduciary planner, runs proprietary large-cap equity and investment bond strategies, and serves as corporate co-trustee to ...
Understanding the pros and cons of the two types of investing strategies can clarify what works for you. Hint: Sometimes a blend is best....
Annuities can offer financial stability that can be quite freeing for retirees. Don't let a few myths spoil what might be a good thing for you....
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs....
You've had the same financial adviser for a long time, but things are changing. Now what? Stay the course, or jump ship? Five questions could help you decide....
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors....
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expe...
Winning a massive lottery jackpot, like the recent $1.4 billion Powerball, requires seeking immediate legal and financial counsel, protecting your identity and winnings and planning your legacy....
From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year....
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy....
Don't panic! And don't be so confident in the stock market that you overlook risk. Instead, be logical. Your retirement security could depend on it....
Financial professionals with a Certified Kingdom Advisor certification are committed to integrating biblical principles with sound financial advice....
Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees....
Using debt strategically, such as for homeownership, education and more, can lead to greater financial stability and growth....
With potential interest rate cuts on the horizon, you might want to lock in today's higher yields and consider adjusting your asset allocation....
There's nothing to stop you from working with several financial advisers instead of just one. But take a balanced view of the risks and rewards first....
Graduates entering the workforce trust human advisers more than AI tools with their financial planning. But AI can still enhance the client/adviser relationship....