Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant
Wealth Management
DECEMBER 14, 2023
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)
The Chicago Financial Planner
NOVEMBER 27, 2022
One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? I generally consider this a plan for the self-employed.
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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
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Captrust Acquires $5.8B Monroe Vos Consulting
Wealth Management
MARCH 9, 2023
billion firm with wealth, retirement planning, and endowment and foundation businesses. In its first acquisition of the year, Captrust adds a $5.8
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Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most
Nerd's Eye View
MARCH 10, 2025
These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.
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HUB Buys Construction-Focused Benefits, TPA Firm in Upstate NY
Wealth Management
SEPTEMBER 7, 2022
HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y.
RIA Roundup: Retirement Plan Biz Brings $5.6B AUM to OneDigital Investment Advisors
Wealth Management
APRIL 14, 2023
OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.
Hub International Acquires $2.3B AFS 401(k) Retirement Services
Wealth Management
DECEMBER 4, 2023
AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.
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RIA Roundup: Hightower Adds $3.2B in Assets
Wealth Management
JUNE 16, 2023
billion retirement plan consulting business. In RIA news this week, Hightower announced its 3rd billion-dollar-plus acquisition this month, while SageView picked up a $5.2
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8 Items That Can Be Crucial For Your Retirement Planning Checklist
Carson Wealth
MAY 29, 2025
Having a retirement planning checklist can help make this final commute the time of reflection and joy it should be. While you simply cant plan for everything, having the essentials in place can give you the confidence and clarity you need to enjoy the freedom retirement can provide.
6 Signs It’s Time to Ditch DIY Retirement Planning
Carson Wealth
MARCH 28, 2024
Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor
Zoe Financial
JUNE 20, 2025
FAQs: Understanding the Basics How much should I contribute to my retirement plan? High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans. Always consult a qualified financial advisor or tax professional before implementing any financial strategy.
SEP IRA for the Self-Employed: Tax & Retirement Planning for Small Business Owners
Darrow Wealth Management
SEPTEMBER 19, 2024
Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?
Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning
Yardley Wealth Management
JANUARY 21, 2025
Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. We offer personalized financial planning services tailored to your unique goals and circumstances.
10 Monday AM Reads
The Big Picture
MARCH 6, 2023
Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. A Wealth of Common Sense ) • On Wall St., Capital Advisors.
8 Financial Planning Tips for Small Business Owners
Carson Wealth
JULY 3, 2024
Consulting a tax advisor or attorney can help develop strategies for minimizing tax liability and staying compliant. Plan for Your Retirement As a small business owner, it’s essential to plan for your retirement independently since you may not have the benefit of employer-sponsored retirement plans.
The Rise of Cash Balance Plans: Why They’re Here to Stay
NAIFA Advisor Today
MAY 12, 2025
Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income. As more clients look for impactful retirement planning strategies, understanding how cash balance plans work is more important than ever.
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What if Dunning Kruger Explains Everything?
The Big Picture
FEBRUARY 27, 2023
equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” Let’s consider another question, this one on U.S.
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The Five Phases of Retirement Planning
Zoe Financial
JANUARY 27, 2025
The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Its about striking a balance between enjoying your retirement and ensuring long-term security.
Retirement delays create challenges for plan sponsors highlighting opportunities for financial professionals and consultants
Nationwide Financial
OCTOBER 6, 2022
Key Takeaways: According to a new Nationwide Retirement Institute® survey, the overall outlook on retirement for Americans has changed significantly since 2021, as roughly one in four employees feel they are on the wrong track for retirement and fewer than six in 10 have a positive outlook on their retirement plan and financial investments.
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Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan
Tobias Financial
JUNE 16, 2025
Annual reviews of tax filings, insurance policies, retirement plans, estate documents, and net worth statements support long-term clarity and preparedness. These proactive reviews can also uncover opportunities to optimize and realign your plan with your evolving priorities. It is for information and planning purposes only.
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Struggling Female Retirement Plan Participants Looking to Plan Sponsors for Help
Nationwide Financial
JANUARY 10, 2023
Financial professionals, advisors and consultants can help plan sponsors understand how guaranteed lifetime income investment options may fit into their investment line-up. 2022 was a difficult year for many American retirement savers who watched markets drop and inflation dent their monthly budgets.
The Importance of Retirement Planning for Senior Citizens
WiserAdvisor
NOVEMBER 14, 2023
Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.
5 Common Retirement Planning Mistakes
Carson Wealth
JUNE 28, 2023
Your retirement income plan may be sending up bubbles, too, whether around Social Security, retirement account distributions, taxes or somewhere else – and these holes need to be patched up right away. So, to help your retirement plan be more airtight, let’s look at a few of the common leaks.
9 Year-End Planning Tips from a Wealth Planner
Carson Wealth
DECEMBER 8, 2023
Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.
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How to Build a Retirement Plan That Covers Your Healthcare Needs
WiserAdvisor
MAY 22, 2025
With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. And if you are unsure where to begin, talking to a financial advisor can help you build a more personalized and realistic retirement plan.
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5 Ways to Catch Up on Retirement Planning Later in Life
Park Place Financial
NOVEMBER 29, 2022
Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult. SIMPLE 401(ks) and IRAs
5 Reasons to Start Retirement Planning Early
WiserAdvisor
SEPTEMBER 13, 2022
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base
Indigo Marketing Agency
FEBRUARY 8, 2025
You can start hosting webinars by first choosing topics that matter to your audiencethings like retirement planning, wealth preservation, or smart investment strategies. Offer a Free Consultation A free consultation is your chance to build trust through a one-on-one connection.
Retiring When Single: Strategies for Financial Independence
Tobias Financial
JUNE 15, 2025
Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.
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Imagine if the local bakery had a 401k? Let’s solve the 401k Coverage Gap and save the American middle class!
Sara Grillo
DECEMBER 16, 2024
Today I have Brian Williams of Northshire Consulting and were going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small businesses who currently do not offer them. What if the local baker had a 401k plan? The neighborhood laundry? The neighborhood laundry?
4 Moves You Can Make with Your Old 401(k)
Carson Wealth
MARCH 14, 2024
This will allow you to maintain your tax-deferred status and continue to grow that nest egg for your retirement. If you’re not familiar with how to accomplish this consult a financial advisor. This could be your first opportunity to work with a financial advisor and learn about the financial planning process.
Retirement planning for women: Can future taxes actually ruin your goal?
Envision Wealth Planning
MARCH 24, 2022
Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. Many people like the idea of paying less in taxes, But how does that relate to retirement planning for women and a financially free retirement?
Why It Is Never Too Early to Start Retirement Planning
WiserAdvisor
SEPTEMBER 14, 2022
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
The Most Important Factor You’re Probably Overlooking In Your Retirement Planning
WiserAdvisor
SEPTEMBER 13, 2023
While grappling with various aspects of retirement planning, it is imperative to acknowledge a critical factor that often does not receive its due attention – longevity risk. While this is undoubtedly positive, it introduces the challenge of ensuring that your financial resources last an extended retirement period.
Top 5 Things Millennials Should Consider When Retirement Planning
James Hendries
AUGUST 24, 2022
But volatile markets aren’t necessarily a negative thing, especially when it comes to retirement planning. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing. Consider the alternative—something like Japan’s “Lost Decades.”
Mega Backdoor Roths: A How-to Guide
Harness Wealth
JANUARY 9, 2025
Both the Mega Backdoor Roth IRA and Mega Backdoor Roth 401(k) allow the additional contribution of funds to retirement plans after pre-tax and Roth contribution limits have been reached. Roth IRAs are also not subject to Required Minimum Distributions (RMDs), allowing more flexibility in retirement planning.
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Retirement Algebra, Solving For U
Random Roger's Retirement Planning
JANUARY 6, 2025
Do you plan to work one way or another, consulting, part time or monetized hobby? Maybe you have very few moving parts or have many more moving parts but it is important to realize that no one's retirement plan will be done in by everything going exactly as planned. What could go wrong there?
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The Growing Appeal of Semi-Retirement
Darrow Wealth Management
APRIL 15, 2024
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. A partial retirement helps with the emotional transition There are two phases of retirement planning: time and money.
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5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients
Indigo Marketing Agency
JUNE 12, 2025
If your specialty is helping people nearing retirement, consider using retirement-focused publications, podcasts, or online communities where your audience is already seeking advice. Networking in spaces like local retirement planning events or online forums can also help you get in front of the people who truly need your services.
A Financial Advisor Can Prepare You for A Wintery Market
Integrity Financial Planning
SEPTEMBER 26, 2022
So, preparing for the likelihood of a pullback or recession is crucial when it comes to retirement planning. That’s why it’s more important than ever to consult a financial advisor that has your best interests in mind. Why Meet with a Financial Advisor?
Seminar Marketing for Financial Advisors
Indigo Marketing Agency
MARCH 5, 2025
Having the opportunity to tell your whole story is how you eliminate all objections, indoctrinate your audience, and move them to book consult calls. Appointment-booking CTAs: Encourage attendees to schedule a free consultation. Book a Free Consultation Today and lets craft a winning event marketing strategy together!
Will my Social Security be Taxed?
The Chicago Financial Planner
FEBRUARY 8, 2023
You should consult with the Social Security Administration, or a tax or financial advisor who is well-versed on Social Security regarding your specific situation. Approaching retirement and want another opinion on where you stand? Your situation may differ.
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Reversing a Roth IRA Conversion
Harness Wealth
APRIL 16, 2025
The fundamentals of Roth and traditional IRAs Traditional IRAs have long served as a cornerstone of retirement planning, offering immediate tax benefits through deductible contributions while deferring taxes until withdrawal. Ready to explore whether a Roth conversion aligns with your retirement strategy?
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5 Financial Considerations for Americans Thinking About Retiring Abroad
Carson Wealth
OCTOBER 24, 2024
Always consult with a local real estate expert or legal advisor who understands the nuances of foreign property ownership. Understanding the intricacies of taxes, income and residency requirements, healthcare, banking and housing will help you avoid financial pitfalls and enjoy your retirement to the fullest.
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