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Winning the lottery may be rare, but estate tax mistakes aren't. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes an...
So far in 2025, early Social Security filings have jumped dramatically compared to last year. Nearly half of those filing early say they're doing so because they're worried about cuts. But will filing...
When should you claim Social Security? For high-net-worth retirees, this is not a simple decision. In this episode, we explain why Social Security is not just a monthly check but a strategic part of a...
For many affluent retirees, the biggest financial fear isn't market volatility or rising taxes. It's this simple question: What happens if I'm not the one here to manage the plan? In this episode, we ...
Should everyday investors be allowed to hold private equity, venture capital, or even crypto in their 401(k)s? A new executive order suggests it might soon be possible. In this episode, we walk throug...
You've done the hard work. You saved consistently, built a seven-figure portfolio, and are ready to enjoy retirement. But even millionaire retirees can make mistakes that put their plans at risk. In t...
Recently, in her Motley Fool article, A Big Reason the Famous 4% Rule May Not Work for Your Retirement, Maurie Backman confirmed what we have been telling our readers for years—you aren’t ...
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....
We went to a retirement seminar and the advisor is putting it on is very big on LIRPs. It is the answer to everything and the best thing since pockets on a shirt. I can certainly see some advantages, ...
After doing my first free Empower financial professional review back in 2015, I decided to do another investment portfolio review with them. Given the portfolio review isfree for anyone with over $100...
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....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
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 ...
At Mayflower Advisors, Lawrence Glazer and his 30-person team focus on capital preservation, multigenerational planning and community education....
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 ...
SHOW NOTES In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning simple and meaningful. They dive into the idea of &...
The state of the U.S. equity market has advisors and Retirement Club members downgrading their outlook for stock returns. Here's where recent retirees should consider putting their money. The post Why...
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....
Ok. So my financial advisor confirms today that my portfolio is in great shape and we’re progressing on track to retirement in 5 years. The question of a new vehicle came up. How would you finan...
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....
Like you, we read many articles on the Internet that dispense financial advice to retirees. This one entitled, “11 Financial Traps Retirees Don’t See Coming” recently caught our atte...
Financial planning’s most famous guideline just got an upgrade. In this exclusive interview, James speaks with Bill Bengen—the MIT-trained engineer turned financial advisor who created the...
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....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
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....
Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree....
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....
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. T...
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....