Is Your Portfolio Really Invested For You—Or Your Advisor?
Endless investment debates often leave out the most important factor—the investor!...
forbes.com
Feb 18 2024
Showing 50 results of 664
Advisors and Participants Don’t Agree on Retirement Readiness
A study by Allspring Global Investments reports that participants and advisors are…...
401kspecialistmag.com
Feb 15 2024
Ask an advisor: Can my client afford to build her retirement dream home?
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...
financial-planning.com
Feb 10 2024
BlackRock Launches DC Advisor Hub
The large asset manager has also appointed a new DC intermediary head to lead the program...
401kspecialistmag.com
Feb 04 2024
This is the best money move for 2024 from Utah financial advisors
“There’s one money move we recommend for nearly every client that comes through our doors,” Tyson Thacker, a Utah financial advisor says. “And if you haven’t taken advant...
bossretirement.com
Jan 26 2024
The Rate of Financial Advisors is Slowly Falling
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli...
401kspecialistmag.com
Jan 24 2024
3 Reasons You Should Choose A Flat Fee Financial Advisor
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official a...
sites.libsyn.com
Jan 16 2024
When to Fire (or Hire) a Financial Advisor
I’m a DIY financial planner and investor. Hiring a financial advisor never made sense since I studied finance and enjoy money management as a hobby. I almost became an investment advisor a few t...
retirebeforedad.com
Jan 11 2024
How advisors can win doctors as new clients
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients....
financial-planning.com
Jan 06 2024
Morningstar Retirement Joins Retirement Advisor Council
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council...
401kspecialistmag.com
Jan 04 2024
I need a retirement coach, not necessarily a financial adviser
I'm 55 and wife is 53. We both have 401k that we max out. I will get a pension when I retire. I can retire as early as 59, but the pension is significantly higher if I work until 65. But I am getting ...
reddit.com
Dec 26 2023
Firing Your Financial Advisor and Becoming a DIY Investor — 6 Steps to Make It a Smooth Transition
By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to ma...
whitecoatinvestor.com
Dec 25 2023
Leading 2024 Trends Facing Financial Advisors
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
401kspecialistmag.com
Dec 24 2023
What Clients (Actually) Value Most in a Financial Advisor
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
redefiningwealth.info
Dec 23 2023
Am I Crazy For Paying My Financial Advisor $25k/year?
When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an advisor if you’re already in a good place? Having a successful retirement isn’t just...
buzzsprout.com
Dec 19 2023
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
Do financial advisors have some secret blood handshake that they’ll all claim they can get you 8 percent returns, but then tell their clients they can only withdraw 4 percent in retirement? That...
purefinancial.com
Dec 12 2023
What advisors can learn from a client who plans to live to 123
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
financial-planning.com
Dec 03 2023
Advisor Q&A: Courtenay Shipley Brings Creative Fuel to the Retirement Industry
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief…...
401kspecialistmag.com
Dec 03 2023
How do I find a tax advisor to guide me on IRA withdrawals and Roth conversions?
I’m 65 and plan on retiring from full time employment in 26 months. I have a military pension, 900k in retirement savings (mostly in non-Roth, unfortunately), planning on drawing SS when I retir...
reddit.com
Nov 27 2023
The financial advisor's guide to Medicare
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....
financial-planning.com
Nov 22 2023
Meet the CDFA, a certification for advisors with wealthy clients facing divorce
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line....
financial-planning.com
Nov 21 2023
Guidance on selecting a financial advisor
We are approaching retirement. I (60f) was laid off a couple of months ago and am finding it difficult to find another role and I’m finding it more difficult to think about going back to a corpo...
reddit.com
Nov 21 2023
Workers and Advisors Voice Separate Opinions on Retirement Barriers
Consumers were likelier to point to inflation and the economy as a major barrier to a…...
401kspecialistmag.com
Nov 12 2023
Ask an advisor: Could I invest better than my 401(k)?
Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement....
financial-planning.com
Nov 10 2023
Retirement advisors in grim mood as global tensions rise
This month, retirement planners expressed slightly higher confidence in the U.S. economy — but much more anxiety about the world....
financial-planning.com
Nov 07 2023
This Is Why You PAY YOUR ADVISOR!
In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Kristen from Californiais at a crossroads post-retirement. At 61, she's contemplating d...
sites.libsyn.com
Nov 07 2023
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more...
401kspecialistmag.com
Nov 02 2023
Can You Spot the Unbelievably Bad Financial Advice on These TikToks and Tweets?
By Josh Katzowitz, WCI Content Director Social media is pretty much the worst. I feel like I have to be on X (Twitter) and Facebook for my job (and I spend plenty of hours a week on both), but I also ...
whitecoatinvestor.com
Oct 25 2023
Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
Why does Becca in Florida’s advisor "poo-poo" her strategy for funding 529 plans for education? Keith, commenting on Spotify, wants to know about reimbursing yourself from a 529 plan for the sch...
purefinancial.com
Oct 24 2023
For a Concentrated Stock Position, Ask Your Adviser This
There can be advantages to having a lot of stock in one company, but ‘de-risking’ can help avoid some significant disadvantages....
kiplinger.com
Mar 20 2023
Fee-based financial advisor, or self service
I am 60 (closer to 61). My 59 (closer to 60) year old wife is retired. I work part-time at a job that just about cover our regular expenses. Our net financial worth is seven figures, and a combination...
reddit.com
Mar 03 2023
Starting Retirement, Do I manage myself or let financial advisor?
I M19, am trying to build my Roth IRA and overflow retirement accnt. I have about 15k I want to put into retirement. I have investing experience, I know a good bit of stuff. However I do not know the ...
reddit.com
Mar 03 2023
Autobiography is not Financial Advice
The Atlantic writer Derek Thompson wrote an article about the best career advice he’s come across that “might be marginally useful.” Your Career Is Just One-Eighth of Your Life was a...
retirebeforedad.com
Mar 02 2023
Caregiving can sap retirement savings. Here's how advisors can help
...
financial-planning.com
Mar 01 2023
Why a Fiduciary Duty Matters When Choosing a Financial Advisor
Earlier this week, we examined why financial advisors might do this crap. Good financial advisors pursue certifications and take oaths ... Read more...
physicianonfire.com
Feb 25 2023
SSDI and rolling over to IRA and financial advisors. Fiduciary and/or RIA?
Hello. I am retiring soon. I am receiving SSDI. I have a 401a and I also have a regular pension which I have the option to take payments or take a lump sum. I am going to take the lump sum, combine it...
community.aarp.org
Feb 23 2023
Why Do Financial Advisors Do Crap Like This?
Here’s a scenario that’s played itself out several times since I started writing about personal finance. A couple, at or ... Read more...
physicianonfire.com
Feb 21 2023
Times When Choosing A Fiduciary Advisor Is Critical To You And Times When It’s Not
“Fiduciary” has become an attractive marketing term, but what does it mean? More importantly, what does it mean to you?...
forbes.com
Feb 08 2023
Wealthsimple Review 2023: Still Canada’s Best Robo-Advisor?
Robo advisor platforms remove almost all of the work from investing, allowing you to follow a passive investing strategy. It’s no wonder they’ve become so popular; it’s expected that...
retirehappy.ca
Feb 07 2023
How Much Does a Financial Advisor Cost? | Personal Capital
The cost of hiring a financial advisor depends on several factors, starting with the advisor’s fee structure. This article covers expectations and average costs....
personalcapital.com
Dec 19 2022
Bigger Isn’t Always Better When It Comes to Financial Advice
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions....
kiplinger.com
Oct 24 2022
When Should You Hire a Financial Advisor?
Should you hire a financial advisor? Are they worth the cost? Is now the right time? If you've ever asked yourself any of these questions, then this article is for you. With all the wealth that has be...
ofdollarsanddata.com
Jun 28 2022
The 15 Worst Ever Pieces of Financial Advice
What's the worst ever financial advice you've heard? Some of the financial dogma you hear makes sense for most, but some of it is downright dumb....
physicianonfire.com
Apr 22 2022
A Very Rare Opportunity for Retirees
Stocks are near record highs while fixed-income yields are at levels we haven't seen in nearly 20 years. That combination may give retirees an unusual opportunity—but taking advantage of it requires t...
bigpictureretirement.libsyn.com
Oct 05 2026
589: The Hidden Tax Drag That Could Cost You Millions
The market's return is only part of the story. Find out how taxes can quietly erode your retirement wealth and the planning strategies that can help you keep more of what you've worked so hard to buil...
howardbailey.com
Oct 04 2026
Think Twice Before You Retire at 65
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/4f7f57 ======================= A couple came...
buzzsprout.com
Oct 03 2026
Researchers challenge the 4% retirement rule with a 'flexible 3%' alternative
Advisors may want to rethink one of the industry's retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a "flexible 3%" rule to lower failure rates for lo...
financial-planning.com
Oct 01 2026
Yearly financial review went great!
According to our financial advisor we’ll have about $900,000 when we’re 94! I doubt we’ll live that long though. He also said we’re actually “under spending”. My husband wasn’t happy that he said that...
reddit.com
Sep 26 2026