Wealth Management EDGE Podcast: Retirement, Annuities and Regulation Unveiled
Wealth Management
OCTOBER 5, 2023
Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.
Investment Planning Planning Retirement 
Weekend Reading For Financial Planners (May 3–4)
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!
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Weekend Reading For Financial Planners (December 14–15)
Nerd's Eye View
DECEMBER 13, 2024
Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)
Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)
Adviser links: diverse talent
Abnormal Returns
FEBRUARY 12, 2024
Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. investmentnews.com) Lifetime income Americans need more help managing retirement income. thinkadvisor.com) Five steps to create a paycheck in retirement. thinkadvisor.com)
Weekend Reading For Financial Planners (November 4-5)
Nerd's Eye View
NOVEMBER 3, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.
Weekend Reading For Financial Planners (August 26-27)
Nerd's Eye View
AUGUST 25, 2023
Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)
Top Insights Driving Financial Planning Strategies in 2025
WiserAdvisor
JUNE 4, 2025
Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.
42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA.
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It’s Crunch Time For Many Policyholders
Wealth Management
JUNE 11, 2025
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Charles L. Ratner Charles L. See more from Charles L.
Weekend Reading For Financial Planners (Jan 14-15)
Nerd's Eye View
JANUARY 13, 2023
From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. Why relying on Treasury Inflation-Protected Securities (TIPS) to support the bulk of retirement income needs could be risky.
Weekend Reading For Financial Planners (August 31–September 1)
Nerd's Eye View
AUGUST 30, 2024
Nonetheless, given that adding services requires an investment on the part of the firm (often in the form of increased staffing to offer high-touch services and add needed expertise), firms appear to be analyzing the costs and benefits of offering these services in-house versus adding value to clients by referring them to trusted professionals in these (..)
Weekend Reading For Financial Planners (August 3-4)
Nerd's Eye View
AUGUST 2, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),
Investing for Retirement: Strategies for Long-Term Success
Yardley Wealth Management
SEPTEMBER 10, 2024
The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline.
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Weekend Reading For Financial Planners (Nov 5-6)
Nerd's Eye View
NOVEMBER 4, 2022
From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.
Weekend Reading For Financial Planners (Aug. 3-4)
Nerd's Eye View
AUGUST 2, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),
The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Tips to Save for Retirement
Talon Wealth
OCTOBER 26, 2023
Retirement planning can be intimidating, especially if you need help figuring out where to start. Determine When to Start Saving When it comes to saving for retirement, earlier is almost always better. Create a Budget Creating a budget allows you to track your expenses and ensure you’re saving enough for retirement.
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Reexamining the Retirement Investment Portfolio
Integrity Financial Planning
OCTOBER 9, 2023
When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well.
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Tax Strategies for High-Income Earners 2025
Yardley Wealth Management
FEBRUARY 4, 2025
From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.
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Do You Still Need A Financial Advisor After You Retire?
WiserAdvisor
AUGUST 31, 2023
Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. Here are 5 benefits of hiring a financial advisor after you retire: 1.
The Reboot and Rebrand of Advisor Today
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. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.
Financial Planning for the Latino Community
Tobias Financial
OCTOBER 12, 2023
Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning.
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?
Retirement Planning: What Will Work Best for You?
Your Richest Life
APRIL 15, 2024
Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.
Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.
Tips to Build Wealth with Patience and Time
WiserAdvisor
MAY 29, 2025
Its a great way to invest in strong performers while maintaining balance in your portfolio. Retirement accounts : Opening an Individual Retirement Account (IRA) is one of the smartest long-term moves you can make. IRAs offer tax advantages and encourage consistent, long-term investing.
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What’s The Best Thing To Do With Inherited Money?
Darrow Wealth Management
AUGUST 30, 2022
Jump-starting (or catching up on) retirement savings by investing the money in a brokerage account. Developing an asset allocation and investment plan that suits you , which may be different than who left you the inheritance. Inherited IRA or retirement account. Shoring up college funds. What not to do?
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[cdata[ The Crucial Intersection of Personal Finance and Tax Planning ]]
oXYGen Financial
MARCH 24, 2024
[CDATA[ When it comes to managing your finances, it's not just about saving and investing wisely. Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation.
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Goldman: Younger Investors Positioning Plans for Retirement
Advisor Perspectives
JUNE 8, 2024
New data from Goldman Sachs reports that younger generations of investors are using more personal investment plans to prepare for retirement.
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What To Do With The Money From The Sale Of Your Business
Darrow Wealth Management
OCTOBER 28, 2024
Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. Are you planning to retire? Create a formal financial plan.
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Market volatility shouldn’t derail retirement goals
Nationwide Financial
DECEMBER 7, 2022
For people nearing retirement, these challenges can be even more daunting. A market downturn at the start of retirement, hitting portfolio values when retirees begin to take account withdrawals, can be unsettling, even for seasoned investors. Many near-retirees see their highest portfolio values just before retirement.
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Identifying the four stages of transition for widows
Million Dollar Round Table (MDRT)
JULY 21, 2022
This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.
Why You Should Avoid Focusing on Retirement Taxes
Talon Wealth
AUGUST 26, 2023
We all know retirement is an important milestone that requires careful planning. Of course, one of the most important aspects of retirement planning is managing retirement taxes. Taxes can significantly impact the amount of money you’ll have for retirement. This can be a mistake.
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Why You Should Avoid Focusing on Retirement Taxes
Talon Wealth
OCTOBER 26, 2023
We all know retirement is an important milestone that requires careful planning. Of course, one of the most important aspects of retirement planning is managing retirement taxes. Taxes can significantly impact the amount of money you’ll have for retirement. This can be a mistake.
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Stop Overlooking These Valuable Workplace Benefits
Carson Wealth
OCTOBER 6, 2022
I have two friends, both in education, who literally threw away their 403(b) enrollment forms because they didn’t understand what the tax-sheltered retirement plan was. 1. Employer match on 401(k) plans. There’s not a lot of mystery surrounding the 401(k) retirement and savings investment plan.
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How do Financial Advisors Help in the Accumulation of Retirement Income?
WiserAdvisor
DECEMBER 15, 2023
According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. After years of dedicated labor and hard work, the prospect of a peaceful retirement appeals to everyone.
DIY Money Management vs. Hiring a Professional For Your Financial Needs
WiserAdvisor
AUGUST 26, 2022
Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. What is DIY financial planning?
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What Are I-Bonds? Plus Creative Ways To Include Them In Your Investment Plan
Gen Y Planning
JUNE 1, 2022
Bonds also generate income, making them a flexible part of your long-term cash flow plan. While bonds are an essential component of investing, it’s important to note that inflation and bonds typically don’t get along, which isn’t good news for today’s investors. Think about this in conjunction with investing in a 529 Plan.
Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
Yardley Wealth Management
OCTOBER 7, 2020
The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans.
Succession Planning for Financial Advisors: How to Plan for a Smooth Exit
Indigo Marketing Agency
JANUARY 17, 2024
You’ve worked hard to build your legacy, and now that you’re approaching retirement, you want a smooth transition for both you and your clients. You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement.
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.
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Halftime Reading
Random Roger's Retirement Planning
FEBRUARY 9, 2025
The point is to understand that a portfolio that is valid for a long term investment plan will have periods where it lags in a frustrating manner. In real life, the Mystery Fund isn't suitable as a one portfolio solution despite being in the ballpark. The result is close but the fund isn't valid for that purpose.
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Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month
WiserAdvisor
JANUARY 16, 2024
Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age.
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