Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Integrity Financial Planning

OCTOBER 17, 2022

Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. Know these 3 ages that can help you get the most out of your retirement accounts. At age 50, workers with certain qualified retirement plans can make annual “catch-up” contributions in addition to their normal contributions.

Accounting 95

Accounting Retirement Retirement Planning Distribution 95

Integrity Financial Planning

AUGUST 21, 2023

Retirement is different for folks who are running a small business. Your retirement is something that isn’t set up by an employer, and you often must manage it on your own. If you are running your own business and are interested in setting yourself up for retirement, contacting a financial advisor can be a great idea.

Retirement 95

Retirement Retirement Planning Accounting Taxes 95

WiserAdvisor

DECEMBER 18, 2023

Navigating the journey to retirement can often feel like a complex puzzle, especially when it comes to figuring out how much you need to save. The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years.

Retirement 81

Retirement Retirement Planning Risk Tolerance Healthcare 81

WiserAdvisor

SEPTEMBER 20, 2023

In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. Typically, these contributions are made by an employer into an employee’s retirement account as a part of their benefits package.

Accounting 101

Accounting Retirement Retirement Planning Planning 101

Integrity Financial Planning

DECEMBER 18, 2023

One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. If your plan is working, then you probably want to stick with it. Market fluctuations may provoke intense reactions, and the state of your retirement savings can easily incite panic.

Retirement 97

Retirement Retirement Planning Planning Financial Planning 97

FMG

MARCH 6, 2025

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). Use niche-specific keywords like retirement planning for physicians.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Random Roger's Retirement Planning

DECEMBER 15, 2023

Unusual Whales (very worth following) Tweeted that "51% of Gen-Xers and 40% of Boomers have said they are 'significantly behind' their retirement, per CNBC." We Aren't Saving Nearly Enough For Retirement. 600,000-$800,000 are workable numbers for long term retirement planning. Barron's pegs Gen-X' perceived need at $1.1

Retirement 97

Retirement Numbers Retirement Planning Engineering 97

FMG

MARCH 3, 2025

Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? For instance, many people feel overwhelmed by retirement planning. Whats your biggest question about retirement? Whats your biggest challenge when it comes to retirement planning?

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Integrity Financial Planning

APRIL 14, 2023

When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. In retirement, this assumption is flipped on its head. Work” in retirement isn’t something you have to do; it’s something you actually want to do. In retirement, you should aim to turn your hobbies into full-time projects.

Retirement 98

Retirement Financial Planning Retirement Planning Planning 98

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

A few days ago I hit the 20 year anniversary of when I first started blogging. That original blog was called Random Roger's Big Picture. Barry Ritholtz started before me, that much I know and we became blogging buddies talking every so often. Blogging led to several opportunities. I mentioned Seeking Alpha above.

Numbers 81

Numbers Taxes Investing Investments 81

Random Roger's Retirement Planning

FEBRUARY 25, 2023

Bloomberg conducted a survey about how much money people need to retire and the respondents said $3-$5 million. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? Well, then. What about 5 years away? Can you create that situation for yourself?

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Approaching retirement and want another opinion on where you stand? Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Integrity Financial Planning

OCTOBER 20, 2023

1] If you are looking to play more golf in your retirement and think less about your retirement finances, Click HERE to reach out to our professionals today at Integrity Financial Planning for a complimentary review of your retirement situation.

Retirement 98

Retirement Financial Planning Retirement Planning Planning 98

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

Retirement 92

Retirement Taxes Financial Planning Retirement Planning 92

Validea

JUNE 11, 2025

This combination makes them especially valuable for retirement planning or for investors who want reliable, expanding income while still participating in market growth opportunities. TOL TOLL BROTHERS INC $109.54 $10,755 8.1 PHM PULTEGROUP INC $101.47 $20,337 7.2 KMTUY KOMATSU LTD (ADR) $31.03 $29,398 9.5

Retirement Planning 52

Retirement Planning Retirement Investing Investments 52

Integrity Financial Planning

MARCH 28, 2023

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. 1-4] [link] The post Current Market Risks and Your Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 88

Retirement Marketing Marketing Retirement Planning 88

Integrity Financial Planning

JUNE 5, 2023

A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement. 1] These numbers are very significant.

Retirement 98

Retirement Financial Advisor Planning Budgeting 98

Integrity Financial Planning

MARCH 30, 2023

Writing can be a great hobby to pick up in retirement. Click HERE to sign up for a complimentary review of your retirement plan with us at Integrity Financial Planning to take one step closer to achieving the enriching lifestyle you deserve. Now can be a great time to start!

Retirement 96

Retirement Financial Planning Retirement Planning Transportation 96

Random Roger's Retirement Planning

FEBRUARY 5, 2025

The Retirement Manifesto Blog had a post about the "5 Top Regrets of Retirees." Retiring with too much debt? The post cited that 58% of retirees retired sooner than they expected which would cause stress even if not regret. The first regret was not saving enough money. This chart from the post was interesting.

Retirement 52

Retirement Retirement Planning Medical Planning 52

Integrity Financial Planning

MAY 16, 2023

In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old. [1] RMDs are very important to understand for inherited retirement accounts.

Accounting 88

Accounting Retirement Retirement Planning Taxes 88

Integrity Financial Planning

SEPTEMBER 8, 2023

Keeping your brain sharp is also key for retirement planning. Source: [1] [link] The post The Cognitive and Social Benefits of Board Games in Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 97

Retirement Strategic Planning Retirement Planning Planning 97

Integrity Financial Planning

APRIL 18, 2023

If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” As you know, medical expenses, long-term care, housing repairs, and other unpredictable costs are just a part of life, so how can you prepare for those kinds of things during your retirement?

Retirement 98

Retirement Medical Budgeting Financial Planning 98

Integrity Financial Planning

NOVEMBER 18, 2022

This phenomenon generally affects retirement funds as well – this is called the gender retirement gap. [1] This phenomenon generally affects retirement funds as well – this is called the gender retirement gap. [1] This pay gap has hindered women’s ability to achieve retirement. Lower Retirement Income.

Retirement 98

Retirement Financial Planning Economics Planning 98

Integrity Financial Planning

JANUARY 9, 2023

2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained. Having to cover costs of immediate needs perhaps prompted reduced higher withdrawals from retirement accounts and tapping into savings just to keep the same standard of living.

Accounting 97

Accounting Retirement Economics Financial Planning 97

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Gone are the days when a simple newsletter or generic blog post could capture attention and convert prospects. Are your videos getting zero engagement? That might be why you’re not attracting new clients.

Financial Advisor 52

Financial Advisor Clients Education Healthcare 52

FMG

MAY 19, 2025

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Include Keywords for Discoverability People search Instagram like they do Google, so include keywords like retirement planning, wealth advisor, or student loan help to boost discoverability.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Indigo Marketing Agency

JUNE 12, 2025

An example of a solid specialty niche for a financial advisor would be “investing strategies for retirement income.” In this case, your target audience is in or near retirement and they want investment strategies that produce portfolio income. This will draw in the people who need your services most.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Integrity Financial Planning

JULY 31, 2023

The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to get a better understanding of what retirement might look like for you. Defined-Benefit Let’s start with a defined-benefit plan.

Planning 98

Planning Retirement Planning Retirement Accounting 98

Integrity Financial Planning

NOVEMBER 20, 2023

One way of thinking about retirement is that it happens in phases. Phase 1: Pre-retirement (Approximately Ages 50-62) This is around the age when you will start to have a sense of what you have saved and what your expenses might look like. When you are 20 years old, it can be hard to picture what retirement might look like for you.

Retirement 88

Retirement Budgeting Medical Distribution 88

Integrity Financial Planning

FEBRUARY 20, 2023

The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. 2] This, however, does not mean that the retirement of your dreams is out of reach.

Retirement Planning 95

Retirement Planning Retirement Planning Financial Planning 95

Indigo Marketing Agency

FEBRUARY 8, 2025

For example, your target audience could be young professionals saving for retirement or retirees focused on wealth preservation. Develop a marketing plan that allows you to share valuable content regularlywhether its through blogs, emails, or social media. Trust is the foundation of a successful financial planning practice.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Integrity Financial Planning

OCTOBER 3, 2022

With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. 1] [link]. [2] 2] [link]. [3]

Healthcare 98

Healthcare Retirement Planning Retirement Insurance 98

Integrity Financial Planning

NOVEMBER 1, 2022

During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. How you use your savings to cover your living costs is the real key to living the retirement you dream of. But that is just half the battle. What is the 4% Rule? 1] [link].

Retirement Planning 95

Retirement Planning Retirement Financial Planning Planning 95

Sara Grillo

DECEMBER 16, 2024

What if the local baker had a 401k plan? Small business retirement plans are the way to save the American middle class from retirement failure! Why are small business owners not offering 401k plans? This is how Brian approaches the conversation about small business retirement plans. Thats not it.

Financial Advisor 52

Financial Advisor Planning Retirement Planning Consulting 52

Integrity Financial Planning

DECEMBER 4, 2023

Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Don’t Retire Right Away! That’s okay! 1] [link] [2] [link].

Retirement 98

Retirement Retirement Planning Budgeting Financial Planning 98