Planning For When You-Know-What Hits the Fan
Wealth Management
JUNE 26, 2025
Financial advisors must consider the unexpected costs of end-of-life care in retirement planning to help clients prepare for potential care bombs.
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Wealth Management
JUNE 26, 2025
Financial advisors must consider the unexpected costs of end-of-life care in retirement planning to help clients prepare for potential care bombs.
Wealth Management
JUNE 26, 2025
The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
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Your Accounting Expertise Will Only Get You So Far: What Really Matters
Wealth Management
JULY 2, 2025
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers.
Wealth Management
JANUARY 10, 2025
A survey of DC recordkeepers found a large majority expect to see more financial advisors selling 401(k) plans with less than $5 million in assets.
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.
NAIFA Advisor Today
JUNE 13, 2025
For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical. While these costs are often lower than those incurred through pre-65 health insurance, they remain significant, especially when viewed over a multi-decade retirement.
Nerd's Eye View
MAY 28, 2025
But as more individuals confront the emotional realities of this life transition, many find that the absence of structure, socialization, and identity once provided by work can create a gap that traditional retirement planning doesn't fully address. While the core elements of traditional retirement planning remain (e.g.,
Nerd's Eye View
JANUARY 3, 2025
Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)
Nerd's Eye View
JULY 4, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,
Nerd's Eye View
JANUARY 17, 2025
Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)
Wealth Management
JUNE 3, 2025
A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. These are among the investment must reads we found this week for financial advisors.
Nerd's Eye View
NOVEMBER 29, 2024
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
Wealth Management
JANUARY 31, 2023
Vestwell conducted the fourth-annual “Retirement Trends Report” in fall 2022 and received responses from almost 1,300 savers, 500 financial advisors and 250 small businesses.
Nerd's Eye View
JUNE 23, 2025
Given how little time prospects spend evaluating their options, it's crucial to understand why people hire financial advisors and to communicate how their services address those drivers as clearly and effectively as possible. Financially motivated prospects, meanwhile, benefit from clarity and specificity.
The Chicago Financial Planner
OCTOBER 21, 2021
Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. High deductible health insurance plans . Your HSA can be another leg on the retirement planning stool.
Wealth Management
SEPTEMBER 19, 2024
A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.
The Chicago Financial Planner
FEBRUARY 2, 2024
A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?
Nerd's Eye View
APRIL 8, 2025
Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.
Wealth Management
JUNE 26, 2025
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif. Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.
Nerd's Eye View
APRIL 2, 2025
For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. It's about developing a dynamic spending plan (e.g., The reality is that most people struggle to make confident decisions based on abstract reasoning.
Wealth Management
JULY 3, 2025
Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. Morrison and Ring are joined by Partner and Wealth Advisor Christina Snyder, financial and wealth advisors David Hodnett and Matthew Rodgville, and a six-member operations team.
Abnormal Returns
OCTOBER 4, 2023
humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools. bogleheads.podbean.com) Peter Dunn on whether it is dishonest to have two financial advisors. open.spotify.com) Retirement Assessing life one year into retirement.
Carson Wealth
DECEMBER 20, 2024
While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.
WiserAdvisor
JULY 2, 2025
For retirees, these trends pose a significant financial challenge. Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. Healthcare financial advisors are invaluable in helping individuals tackle this complexity.
Nerd's Eye View
APRIL 21, 2025
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
Nerd's Eye View
APRIL 21, 2025
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
Nerd's Eye View
AUGUST 24, 2023
For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.
Don Connelly & Associates
JUNE 16, 2025
And that’s exactly where the opportunity lies for the advisor who does more. Nothing will destroy a retirement plan faster than a long-term care event. Seven out of ten people in America will have a long-term care event and most Advisors are not discussing it. Long-term care (LTC) is one such opportunity.
Nerd's Eye View
FEBRUARY 8, 2023
Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. But given that the U.S. While many features of the TSP (e.g., While many features of the TSP (e.g.,
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.
Indigo Marketing Agency
JUNE 18, 2025
The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors? Are your videos getting zero engagement?
Nerd's Eye View
SEPTEMBER 20, 2023
30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. Read More.
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Nerd's Eye View
MAY 9, 2023
Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households.
Nerd's Eye View
AUGUST 2, 2023
Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.
Nerd's Eye View
JUNE 25, 2025
Some might prefer to retire at a more traditional age while gaining flexibility during their working years by switching to a lower-paying but more meaningful job, reducing their work hours, or taking occasional unpaid sabbaticals. changes to the client's spending, real rate of return, or retirement date) and psychological risks (e.g.,
Darrow Wealth Management
FEBRUARY 13, 2025
When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.
FMG
MARCH 3, 2025
Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. For instance, many people feel overwhelmed by retirement planning.
Zoe Financial
JUNE 20, 2025
For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations.
Nerd's Eye View
JANUARY 26, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. Read More.
FMG
MARCH 6, 2025
Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.
Abnormal Returns
APRIL 10, 2024
(morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.' humansvsretirement.com) Estate planning Why you should update your estate plans periodically. wsj.com) Retirement Some reasons to go back to work after retiring.
Indigo Marketing Agency
JULY 2, 2025
Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call” Let’s talk about your call to action for financial advisors. But for many financial advisors, that CTA ends up being a button that says…“Book a Call.” As a financial advisor , clarity and trust are everything.
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