Wealth Management

SEPTEMBER 11, 2024

For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.

Retirement Planning 290

Retirement Planning Retirement Planning Assets 290

Wealth Management

APRIL 11, 2024

Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.

Retirement 291

Retirement Distribution Clients Planning 291

Abnormal Returns

OCTOBER 30, 2024

(humansvsretirement.com) Retirement Lessons learned writing about retirement including 'Adaptability is critical.' theretirementmanifesto.com) Five surprising lessons about retirement including 'Prepare to be shocked.' barrons.com) Not everyone approaches retirement in the same way.

Retirement 278

Retirement Wealth Management Planning Management 278

A Wealth of Common Sense

MARCH 9, 2025

I have some good news and bad news about the state of retirement savings for Americans. Torsten Slok shows half of American households have no retirement assets to speak of: Young people still have time to play catch-up. It’s scary so many people 65 and older have no retirement assets to lean on. This is not great.

Retirement 107

Retirement Assets 107

Wealth Management

JANUARY 30, 2025

Florida is the best state to retire in in 2025. But after that, states out West like Colorado and Wyoming rank high for retirement.

Retirement 264

Retirement 264

Wealth Management

JANUARY 10, 2024

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

Retirement 289

Retirement Wealth Management Assets Management 289

A Wealth of Common Sense

DECEMBER 5, 2024

The post Are You on Track For Retirement? Further Reading: 10 Money Revelations in my 40s 1And these peer rankings are net worth figures. This reader didn’t mention how much debt or home equity his family has, if any. appeared f.

Retirement 117

Retirement Assets Accounting Management 117

Nerd's Eye View

NOVEMBER 25, 2024

To start, Taylor refined his ideal client profile to focus on those he could best serve: diligent savers over age 50 with a retirement nest egg between $2M and $10M. These clients, typically in or near retirement, face key challenges like reducing taxes, managing investment risk, and maximizing income.

Financial Planning 235

Financial Planning Sales Planning Retirement 235

Wealth Management

JANUARY 17, 2025

The SEC claims Vanguard made misleading statements about capital gains distributions and tax consequences to retail investors who held target date funds in retirement accounts.

Retirement 256

Retirement Distribution Retail Taxes 256

A Wealth of Common Sense

FEBRUARY 13, 2025

Barry Ritholtz joined me on the show this week to discuss questions about timing market corrections with your savings account, how your portfolio should look heading into retirement, managing your parent’s financial plan and how to force yourself into splurging a little when you have more than enough money.

Retirement 112

Retirement Financial Planning Accounting Portfolio 112

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 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Wealth Management

SEPTEMBER 19, 2024

A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.

Retirement 288

Retirement Financial Advisor Retirement Planning Planning 288

Wealth Management

DECEMBER 16, 2024

Succession planning can be as simple as recreating the retirement planning process you walk clients through every day.

Retirement 244

Retirement Planning Retirement Planning Clients 244

Nerd's Eye View

FEBRUARY 12, 2025

Notably, estimating benefits in this way isn't a simple 'back-of-the-envelope' calculation, given the complexity of the rules determining the calculation of Social Security retirement, spousal, and survivor benefits.

Retirement 245

Retirement Government Clients Planning 245

Wealth Management

DECEMBER 19, 2024

David Montgomery will support Concurrents retirement plan advisors and expand the firms resources in the space.

Retirement 241

Retirement Retirement Planning Planning 241

Wealth Management

NOVEMBER 1, 2024

Jania Stout, who sold her firm to OneDigital in 2021, will lead Prime Capital Retirement and Prime Capital Wellness.

Retirement Planning 261

Retirement Planning Retirement Planning 261

Wealth Management

DECEMBER 13, 2024

It will cost you at least $1 million in nearly half the country to retire "comfortably," according to a GOBankingRates study.

Retirement 246

Retirement 246

Abnormal Returns

OCTOBER 28, 2024

artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. advisorperspectives.com) Does risk tolerance change in retirement? youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant.

Risk Tolerance 275

Risk Tolerance Retirement Consulting Financial Planning 275

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

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 240

Financial Advisor Insurance Tax Planning Taxes 240

Abnormal Returns

NOVEMBER 13, 2024

Podcasts Dan Haylett talks retirement transitions with Victoria Barker, co-founder of Beyond Your Career. morningstar.com) Why it can make sense to do Roth IRA conversions well into retirement. wsj.com) Retirement Don't let lifestyle creep ruin your retirement. nytimes.com) How Social Security spousal benefits work.

Retirement 173

Retirement Insurance Planning 173

Wealth Management

SEPTEMBER 5, 2024

Here are the good, the bad, and the ugly details that advisors and next-generation inheritors need to be aware of before signing on the dotted line.

Retirement 298

Retirement 298

Nerd's Eye View

SEPTEMBER 25, 2024

For example, if taxes were expected to rise in the future, it would be better to contribute to a Roth retirement account (which is taxed on the contribution, but not upon withdrawal) than to a traditional pre-tax account (which is tax-deductible today but is taxable on withdrawal). Read More.

Taxes 246

Taxes Retirement Tax Planning Accounting 246

Nerd's Eye View

JANUARY 22, 2025

Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. I help clients in retirement by doing X, Y, and Z."). These situations often narrow the focus of the prospecting conversation, giving the advisor a clear opportunity to affirm their value (e.g., "I

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Abnormal Returns

NOVEMBER 6, 2024

Podcasts Christine Benz and Amy Arnott talk the state of retirement with Anne Tergensen of the WSJ. kindnessfp.com) How to think about taxes in early retirement. humbledollar.com) How to retire without regrets. morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. Quit playing.

Estate Planning 173

Estate Planning Tax Planning Retirement Taxes 173

Nerd's Eye View

OCTOBER 2, 2024

raising the payroll tax wage cap or increasing the Full Retirement Age) that would close the funding gap. Which might come as a surprise to clients who assume that the exhaustion of trust fund reserves would mean that no (or very little) benefits would be paid! the board of trustees report estimates that a 3.33

Retirement 246

Retirement Clients Financial Planning Financial Advisor 246

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

Financial Planner 241

Financial Planner CFP Financial Planning Retirement 241

Wealth Management

OCTOBER 24, 2024

Discover how Protective Aspirations variable annuity can be strategically utilized for long-term financial confidence through features such as SecurePay Reserve.

Retirement 258

Retirement 258

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 246

Financial Planner Insurance Coverage Insurance Valuation 246

Wealth Management

OCTOBER 4, 2023

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Retirement Planning 354

Retirement Planning Planning Retirement Business Planning 354

Wealth Management

JULY 18, 2024

Tom Taylor, who's been with Cetera for nearly three decades, will depart at the end of the year, while the firm searches for a replacement.

Retirement 289

Retirement Sales 289

Abnormal Returns

JANUARY 15, 2025

Podcasts Khe Hy talks with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. awealthofcommonsense.com) The best retirement withdrawal strategy is one you can live with.

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

Abnormal Returns

MARCH 10, 2025

flowfp.com) Stop using this phrase in retirement planning. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. (wealthmanagement.com) The number of cash balance plans are on the rise. wsj.com) How to protect your parents from scammers. abnormalreturns.com)

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

JANUARY 15, 2025

RetirementDNA, a San Diego-headquartered advisory team with over $1 billion in assets under management, has joined Integrated Partners.

Retirement Planning 264

Retirement Planning Recruitment Retirement Planning 264

Abnormal Returns

DECEMBER 25, 2024

awealthofcommonsense.com) Retirement Seven hidden traps of retirement including 'Not focusing on creative endeavors to maximize your fulfillment.' theretirementmanifesto.com) What's changing for retirement in 2025. (peterlazaroff.com) Housing Taxes and insurance are creeping up as a percentage of total home ownership costs.

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

Abnormal Returns

MARCH 12, 2025

wsj.com) On the growth of university-affiliated retirement communities. ft.com) Retirement The sequence of returns matters most in the first few years of retirement. morningstar.com) Why you need to understand your retirement withdrawal strategy, especially in a downturn.

Insurance Coverage 147

Insurance Coverage Retirement Insurance Planning 147