Nerd's Eye View

JUNE 6, 2025

Also in industry news this week: ETFs remain the most commonly used investment vehicle among advisors, according to a recent survey, while some "alternative" assets saw the greatest growth rates in terms of adoption over the past year Several large brokerages have jettisoned their robo-advisor arms, signaling the challenges they faced in acquiring (..)

Financial Planner

Wealth Management

JULY 2, 2025

Open, honest and candid discussion about retirement plans for Amazon drivers, retirement assets sliding, a lack of plan sponsor fiduciary awareness and more.

Retirement Planning

Trade Brains

JULY 9, 2025

That means if your retirement plan underestimates medical costs, you risk serious shortfalls. Building an Inflation-Resistant Retirement Plan Equities (30–50%) – Over the long term, equities typically beat inflation. Written by Hiten Chauhan The post How Inflation Can Impact Your Retirement Plan – What You Must Know Now!

Retirement Planning

Nerd's Eye View

MARCH 10, 2025

These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

Clients

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. That emotional connection supports confidence and increases the likelihood that the client will stick with their plan and stay committed through both good markets and bad.

Retirement

Wealth Management

MAY 21, 2025

Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.

Retirement Planning

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.

Retirement Planning

Wealth Management

JUNE 17, 2025

sends favorable message to advisors on managed accounts in retirement plans, highlighting key distinctions. Court dismissal of Hanigan v. Bechtel Global Corp.

Accounting

Nerd's Eye View

JUNE 23, 2025

Firms can spotlight the concrete financial services they provide – such as tax strategies, retirement planning, or investment management – in clear, client-friendly language. Financially motivated prospects, meanwhile, benefit from clarity and specificity.

Communication

Getting Your Financial Ducks In A Row

MARCH 10, 2025

Many of us are covered by one or more types of defined contribution retirement plans, such as a 401(k), 403(b), 457, or any of a number of other plans. What many of these plans have in common is that they are referred to as Cash Or Deferred Arrangements (CODA), as designated by the IRS. Don’t Take A Loan.

Retirement Planning

Wealth Management

MAY 14, 2025

Empower has worked with private market investment providers such as Apollo and Goldman Sachs to make private credit, equity, and real estate available in defined contribution retirement plans.

Retirement Planning

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

JUNE 3, 2025

Seattle-based RIA Coldstream acquires Cable Hill Partners, a $2 billion Portland firm, expanding its retirement plan services.

Retirement Planning

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Financial Planner

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Financial Planner

NAIFA Advisor Today

APRIL 10, 2025

Retirement Plans and Retirement Planning , a newly revised ebook by Kenn B. Tacchino , JD, LLM, Professor of Taxation and Financial Planning at Widener University , is a valuable resource for financial planning students and practitioners.

Retirement Planning

Nerd's Eye View

JULY 25, 2025

Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)

Financial Planner

Abnormal Returns

JANUARY 8, 2025

youtube.com) Peter Lazaroff on the need for professional help in retirement planning. Podcasts Ryan Morrissey talks with Larry Swedroe author of "Enrich Your Future: Keys to Successful Investing." peterlazaroff.com) Katie Gatti Tassin talks with Dana Miranda author of "You Don't Need a Budget."

Retirement Planning

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner

Nerd's Eye View

JANUARY 8, 2025

By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more than is possible with other types of retirement plans available to self-employed workers, like SEPs and standard IRAs. a nondeductible contribution that can be converted to Roth tax-free).

Taxes

Zoe Financial

JUNE 20, 2025

FAQs: Understanding the Basics How much should I contribute to my retirement plan? High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans. Is my investment mix rebalanced regularly for risk and return? Have I run scenario models that include medical and longevity risks?

Retirement Planning

Wealth Management

MAY 16, 2025

Retirement plan advisors need to take the rising trend of ERISA forfeiture lawsuits seriously to protect their clients from potential legal risks.

Retirement Planning

Wealth Management

JUNE 26, 2025

Sponsored Content Open Finance in Action: How Data Connectivity Drives Advisory Value Open Finance in Action: How Data Connectivity Drives Advisory Value May 20, 2025 Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All elderly cane holding hand Retirement (..)

Financial Advisor

Abnormal Returns

APRIL 23, 2025

Podcasts Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan. peterlazaroff.com) Steve Chen talks all things Social Security with Devin Carroll, author of "Social Security Basics." podcasts.apple.com) Jason and Jeff talk with Ben Carlson about navigating market noise and more.

Retirement Planning

Abnormal Returns

DECEMBER 18, 2024

tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.' theretirementmanifesto.com) How to think about retirement planning even though it may be decades off. nextbigideaclub.com) Some updated estimates of sustainable retirement withdrawal rates.

Retirement 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

Nerd's Eye View

NOVEMBER 1, 2024

Also in industry news this week: A recent study suggests that while a majority of financial advisory clients surveyed have only had 1 advisor, deteriorating client service is a key risk factor that could sway certain clients to leave for a different advisor RIA M&A activity in 2024 is poised to surpass the total number of deals seen in 2023, according (..)

Financial Planner

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

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner

Abnormal Returns

MAY 28, 2025

podcast.moneywithkatie.com) Brendan Frazier talks retirement planning with Dan Haylett. (ritholtz.com) Katie Gatti Tassin talks with JL Collins, author of the revised edition of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life."

Retirement Planning

Nerd's Eye View

MAY 9, 2025

Also in industry news this week: Younger Americans are eager for financial advice (and appear willing to pay for it) according to a recent survey, creating a potential opportunity for advisors who have the wherewithal and capacity to meet their planning priorities (which can differ from older, retirement-focused clients) A study of advisors who are (..)

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. Its exhilaratingand, lets be honest, a little overwhelming.

Budgeting

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. Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC.

Financial Planner

Abnormal Returns

MARCH 10, 2025

wealthmanagement.com) The number of cash balance plans are on the rise. flowfp.com) Stop using this phrase in retirement planning. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. (bloomberg.com) Advisers Finluencers have very different incentives than advisers.

Estate Planning

Yardley Wealth Management

DECEMBER 17, 2024

Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice. While that remains important, consider diversifying your retirement strategy. Consider whether your business structure optimizes both liability protection and tax efficiency.

Financial Planning

Darrow Wealth Management

APRIL 21, 2025

This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. Consider your next steps carefully and find a strategy that is consistent with your retirement planning goals and wealth management objectives.

Retirement