Investment Advisor Math Retirement 
Wealth Management
JULY 18, 2025
According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. There was no succession plan coming.”
WiserAdvisor
JUNE 27, 2025
Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, especially for mid-level professionals who’ve started thinking early about what their ideal retirement should look like. What’s the earliest you can retire?
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WiserAdvisor
JUNE 26, 2025
Most professionals approaching retirement know they need a plan. Retirement is no longer just about 401(k)s and Social Security. This article is a deep dive into healthcare costs in retirement. The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. to 2 times.
The Big Picture
MAY 13, 2025
It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. And we do, as you know, all of our passively managed products or our managed in-house by our investment management group. Vanguard had to be a really interesting place.
Random Roger's Retirement Planning
MAY 18, 2023
Bloomberg did a survey and found that Generation-X does not feel like it will be "financially prepared for retirement." Anyone closer to the younger edge of Gen-X could probably benefit by cutting expenses now, the impact of that could compound over the next 20+ years as they approach a normal retirement age.
Bell Investment Advisors
NOVEMBER 27, 2023
On the other hand, if you’ve received a non-retirement portfolio, you may enjoy a step-up in basis on appreciated assets, so near-term taxes are less of a concern. For any investment account, you will want to research the underlying securities and any associated costs to help determine next steps.
The Big Picture
FEBRUARY 6, 2024
I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And that a bit of that cult, Dick and Ike are both retired now. And I very much get the sense he has no interest in retiring. Learn math, learn history.
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