Wealth Management

JULY 28, 2025

Fred Reish, the father of fiduciary and partner at Faegre Drinker Biddle & Reath, noted that investment costs and total plan fees have dropped, though this cannot be traced to a single cause. Another industry luminary suggested that private equity was funding some of these lawsuits.

Estate Planning

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients

Wealth Management

AUGUST 13, 2025

31, 2024, the average dollar invested in funds and ETFs earned around 7.0% Relatedly, the analysis found that funds in which investors are committed to staying for the long-term—such as target-date funds and other vehicles held in retirement plans—the gap between investor and fund performance is smaller.

Wealth Management

Wealth Management

JULY 3, 2025

Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

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.

Retirement Planning

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets.

Planning

Yardley Wealth Management

JANUARY 21, 2025

With the complexity of modern financial decisions and the abundance of online resources, you might wonder if speaking with a financial planner is truly worth the investment. Investment Management Is talking to a financial planner worth it for investment guidance?

Financial Planner

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4. Plan for retirement 5.

Budgeting

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Insure What Matters Most Your family, your income, and your healththese are non-negotiables. Review life insurance policies, health coverage, and long-term care options.

Budgeting

The Big Picture

JULY 16, 2025

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. For retirement plans.

Retirement

Wealth Management

AUGUST 12, 2025

12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. A recent study by Northwestern Mutual found that most Americans trust advisors over AI on a range of financial planning strategies.

Wealth Management

Abnormal Returns

FEBRUARY 24, 2025

citywire.com) The biz Joe Duran's Rise Growth Partners made another investment. advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. advisorperspectives.com) Health care shocks are better insured than long-term care shocks. riabiz.com) Career Why career paths matter.

Wealth Management

Wealth Management

AUGUST 12, 2025

12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. However, within the municipal bond market, AMT-designated bonds are quietly offering one of the most attractive opportunities in today’s investment-grade sector.

Marketing

WiserAdvisor

JULY 2, 2025

Optimizing Medicare coverage to reduce healthcare costs in retirement Medicare remains the primary health insurance program for Americans aged 65 and older, but navigating its various components (Parts A, B, C, and D) can be complex. Part A (Hospital Insurance): Covers inpatient hospital care. vision, dental). Here’s how: a.

Healthcare

Tobias Financial

JUNE 16, 2025

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

Planning

Wealth Management

AUGUST 12, 2025

12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors.

Estate Planning

Wealth Management

JULY 25, 2025

Diana Britton , Executive Editor , WealthManagement.com July 25, 2025 3 Min Read The Summit Financial & Insurance Services team The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction of Cambridge Investment Research, has recruited a California-based team from Osaic.

Recruitment

Harness Wealth

APRIL 17, 2025

The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. To maximize these benefits, it is essential to understand what qualifies as deductible travel.

Taxes

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm.

Fee Only

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. This is one of the fundamental principles of investment risk management.

Financial Planning

Random Roger's Retirement Planning

NOVEMBER 14, 2024

Bloomberg had a long writeup on a new, not that new, investment product called significant risk transfer or SRT. Insurance companies lay off a portion of their risk to things like hurricanes or tornados through catastrophe, cat, bonds. Selling insurance can be very profitable with the occasional big hit.

Investments

Trade Brains

JULY 16, 2025

Synopsis: Bajaj Finserv shares received IRDAI approval to acquire Allianz’s 26% stake in its life and general insurance joint ventures. With this move, the Bajaj Group is set to fully consolidate its insurance businesses, transitioning them from joint ventures with a foreign partner to 100% Indian-owned entities.

Insurance

Wealth Management

AUGUST 13, 2025

Related: Talking T&E for Advisors: When an Ex-Spouse Is Named a Retirement Plan Beneficiary Just because a client’s estate isn’t (federally) taxable today doesn’t mean you shouldn’t plan with them.

Estate Planning

Your Richest Life

NOVEMBER 26, 2024

There are also more people than ever going back to college, getting degrees, and investing in their career well into (and beyond) middle age. There are several benefits that come along with working a bit longer, like continued insurance benefits, socialization, mental stimulation and increased retirement savings.

Retirement

International College of Financial Planning

JULY 2, 2025

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.

Financial Planner

International College of Financial Planning

JUNE 17, 2025

Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.

Compliance

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? Why are small business owners not offering 401k plans?

Financial Advisor

Random Roger's Retirement Planning

JANUARY 6, 2025

Before yeah butting me about long term care insurance, I've seen content (sorry no link) about LTC insurance not keeping up anywhere close to the inflation rate of healthcare costs. I'm not an expert here, I don't sell insurance. If you will pull an income from an investment portfolio, what could go wrong?

Retirement

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!

Financial Planner

Financial Symmetry

MAY 22, 2025

Each year you delay your claim beyond full retirement age (up to age 70), your benefit increases by about 8% due to delayed retirement credits. This is a reliable, risk-free increase, hard to match with other investment vehicles. 04:16] Consider life expectancy in financial planning, especially for married couples. [08:56]

Retirement

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Self-employed individuals enjoy unique advantages when it comes to health insurance and retirement planning.

Taxes

Workable Wealth

JULY 30, 2025

For women over 40, traditional risk assessment questionnaires miss the nuanced realities of midlife financial planning. You’re reviewing your investment statements, reading about market volatility, or listening to financial news that tells you to “stay the course” and “think long-term.”

Risk Tolerance

Random Roger's Retirement Planning

JULY 14, 2025

Our Airbnb covers about 2/3rd of our current monthly expenses plus less frequent expenses like property tax and insurance. Anyone relying on their portfolio to make their retirement plan work probably needs a "normal" allocation to equities. Hopefully, a 5% CAGR going forward is insanely conservative.

Retirement

Trade Brains

JUNE 16, 2025

Investment Limit: Up to ₹30 lakh per individual (recently increased from ₹15 lakh). Why It’s Suitable for Retirees: It’s secure, comes with a fixed return, and provides regular income—ideal for planning for monthly expenses. Investment Limit: ₹9 lakh in a single account; ₹15 lakh for a joint account. Tenure: 5 years.

Retirement

Harness Wealth

MARCH 6, 2025

Health insurance premiums: You may be able to deduct a portion of your health insurance premiums if you are self-employed. Retirement contributions: Contributions to SEP IRAs, SIMPLE IRAs, or other qualified retirement plans can reduce your taxable income. How do I pay self-employment tax?

Taxes

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner

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. This approach allowed for optimization based on actual investment results rather than projections.

Taxes