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

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

Wealth Management

JUNE 26, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)

Clients

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. Gen X, or those currently aged between 45 and 60 years, will receive nearly $13.9 trillion annually.

Financial Advisor

Yardley Wealth Management

JANUARY 21, 2025

Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile. Risk Management and Insurance Another reason why talking to a financial planner is worth it involves risk management.

Financial Planner

Discipline Funds

MARCH 10, 2025

This is also what makes retirement planning so difficult – you effectively lose an asset in your portfolio when your income stops or declines. And this is why I’ve become such a big advocate of defining our durations within our financial plans. Uncertain – this is your insurance bucket.

Portfolio

The Big Picture

JULY 16, 2025

Full transcript below. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She is the Director of Personal Finance and Retirement Planning at Morningstar.

Retirement

Wealth Management

JULY 28, 2025

Engstrom did not know of a single instance where a company has cancelled their 401(k) plan because of litigation, nor have any switched to safer DB plans, nor has it resulted in layoffs or bankruptcy. Related: What Does It Take To Be a Great Retirement Plan Advisor?

Estate Planning

Dear Mr. Market

DECEMBER 31, 2024

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. Don’t forget to evaluate property and liability coverage too as this should ideally be done an annual basis.

Budgeting

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

Wealth Management

JULY 15, 2025

NorthRock was initially backed by Emigrant Partners, but was bought out when insurance holding company Sammons Financial Group purchased a majority stake. Levine Group will join NFP, which does wealth management, retirement plan advice, insurance and benefits consulting.

Planning

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

Abnormal Returns

FEBRUARY 24, 2025

advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. advisorperspectives.com) Health care shocks are better insured than long-term care shocks. (kitces.com) Working with UNHW clients is more complex. citywire.com) Your (potential) clients are looking online for financial advice.

Wealth Management

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

Wealth Management

JULY 3, 2025

Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial.

Wealth Management

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. Tax planning. Estate planning. Tax planning is crucial.

Financial Planning

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. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Do you have a unique situation?

Fee Only

Your Richest Life

NOVEMBER 26, 2024

These numbers show that retirement is becoming a more fluid concept, with many people opting for a “second act” career, side gig or part time work. There are several benefits that come along with working a bit longer, like continued insurance benefits, socialization, mental stimulation and increased retirement savings.

Retirement

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

International College of Financial Planning

JULY 2, 2025

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric.

Financial Planner

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

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. What's the risk to Social Security income? Everything going wrong would be really bad luck.

Retirement

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

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

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

Harness Wealth

APRIL 30, 2025

Self-employed individuals enjoy unique advantages when it comes to health insurance and retirement planning. Business-related vehicle expenses can be claimed using either the standard mileage rate of $0.67 per mile (as of January 1, 2024) or by tracking actual expenses.

Taxes

Financial Symmetry

MAY 22, 2025

Delaying benefits not only provides you with a larger monthly payout for as long as you live, but also increases the survivor benefit for your spouse, offering important longevity insurance. 04:16] Consider life expectancy in financial planning, especially for married couples. [08:56]

Retirement

Don Connelly & Associates

JUNE 16, 2025

Nothing will destroy a retirement plan faster than a long-term care event. When advisors fail to provide emotional security to clients, to show they care about the client’s whole story, not just the spreadsheets, they leave clients feeling exposed and alone. And that’s exactly where the opportunity lies for the advisor who does more.

Financial Advisor

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

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

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.

Planning

Trade Brains

JUNE 16, 2025

Annuity Plans from Insurance Companies Overview: Annuity policies offer assured monthly/quarterly payments throughout life or for a specific term. Both fixed-return instruments such as SCSS and FDs and low-risk market instruments or property-based income can be used to create an all-rounded retirement plan.

Retirement

Random Roger's Retirement Planning

NOVEMBER 14, 2024

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. The way cat bond funds mitigate the risk is by holding a lot of very small positions insuring different types of events.

Investing

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. Ready to explore whether a Roth conversion aligns with your retirement strategy?

Taxes

Nerd's Eye View

DECEMBER 30, 2024

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor

Random Roger's Retirement Planning

JULY 23, 2025

Exotic & Niche Strategies For deeper diversification and alpha hunting: Catastrophe Bonds : Low correlation to markets, tied to insurance events. Real Estate : Non-traded REITs or fractional platforms like Fundrise or AcreTrader. Volatility Harvesting : Funds that sell volatility (e.g., SVOL , XVOL ). ICLN , CEW ).

Portfolio