The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Wealth Management

APRIL 23, 2024

Mike Fanning joins Advisor360 as CEO after retiring after 17 years with MassMutual, the third-party technology provider’s largest customer.

Retirement 111

Retirement 111

Advisor Perspectives

APRIL 9, 2024

Having a comprehensive retirement income plan that is regularly updated, accommodates changes in spending needs, inflation, market fluctuations and taxes is crucial for peace of mind in retirement.

Retirement 94

Retirement Clients Taxes Planning 94

Random Roger's Retirement Planning

APRIL 2, 2024

Northwestern Mutual published a report about the state of retirement and of course all the numbers are grim. million to retire, up about 50% from 2020, while the average retirement account balance is $88,000. I've been pushing back on the idea of have a number, a retirement number, for a very long time.

Retirement 70

Retirement Taxes Numbers Accounting 70

Wealth Management

MARCH 12, 2024

Northwestern’s Trenton Hazen will lead new division and develop retirement plan services as the $500M RIA builds out a family office framework.

Retirement 120

Retirement Retirement Planning Planning 120

Wealth Management

APRIL 4, 2024

The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.

Retirement 114

Retirement Retirement Planning Planning 114

MainStreet Financial Planning

FEBRUARY 22, 2024

Managing cash flow in retirement is a crucial aspect of financial planning that can feel daunting after decades of receiving regular paychecks. Consider new expenses like healthcare before Medicare coverage begins and subtract any expenses that will no longer apply in retirement, such as commuting or work-related clothing.

Retirement 80

Retirement Management Taxes Financial Planning 80

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 111

Retirement Distribution Clients Planning 111

Nerd's Eye View

AUGUST 24, 2023

However, when these aspirations are delayed or blocked by senior advisory firm partners who choose to delay their retirement plans, it can leave younger advisors frustrated and in a place of uncertainty about their futures with their firm.

Retirement 225

Retirement Planning Retirement Planning Financial Advisor 225

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. Without a solid plan, you risk drifting without direction.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Nationwide Financial

JANUARY 25, 2023

In recent months, Americans are rethinking what life in retirement looks like because of economic uncertainty, opting to adjust their personal priorities with financial stability in mind. Working after retirement on the rise. Similarly, 41% want to continue working because it gives them a sense of purpose.

Retirement 116

Retirement Retirement Planning Clients Financial Advisor 116

NAIFA Advisor Today

APRIL 18, 2024

David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes , USA Today , the New York Times , Fox Business , CBS Radio, and Bloomberg Radio.

Retirement 59

Retirement Retirement Planning Taxes Financial Advisor 59

Talon Wealth

OCTOBER 26, 2023

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. That means you should plan for your retirement savings to last at least 18 years, if not more.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

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. Contributions to a 457(b) plan are tax-deferred, and so are the earnings on the retirement money.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Wealth Management

FEBRUARY 22, 2024

Technology innovations have made it easier than ever for non-retirement-expert advisors to offer retirement solutions.

Retirement 123

Retirement Marketing Marketing 123

Financial Symmetry

APRIL 22, 2024

If you plan to retire soon, you may be wondering if you should change your asset allocation to something more conservative. In this episode of Financial Symmetry, Allison Berger … Continued The post How to Prepare for the Retirement Danger Zone, Ep #214 appeared first on Financial Symmetry, Inc.

Retirement 64

Retirement Asset Allocation Assets Planning 64

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.

Retirement 98

Retirement Retirement Planning Budgeting Taxes 98

Talon Wealth

SEPTEMBER 14, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Fortune Financial

APRIL 11, 2024

The reality for those with various employers is that untracked retirement savings might lead to missed financial growth opportunities and instability. Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement.

Retirement 59

Retirement Retirement Planning Financial Advisor Education 59

Advisor Perspectives

APRIL 5, 2024

As a retirement economist — not to be confused with a retired economist, which are rare — I often find myself talking to Wall Street types who happen to be in charge of a lot of other people’s money.

Retirement 59

Retirement 59

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 113

Retirement Wealth Management Assets Management 113

Advisor Perspectives

APRIL 25, 2024

million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions. With nearly 4.5 We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Services 52

Clever Girl Finance

FEBRUARY 2, 2024

Starting early with investing for retirement is so important to secure your future self. This means that saving for retirement should be a component of your overall financial portfolio and wealth-building strategy. So, let’s discuss how to save for retirement in your 20s! How do I start putting money away for retirement?

Retirement 81

Retirement Risk Tolerance Taxes Accounting 81

Wealth Management

MARCH 19, 2024

The key is finding the right firm that will enhance an advisor’s ability to work with retirement plans in an efficient and scalable manner.

Retirement Planning 109

Retirement Planning Retirement Planning 109

MainStreet Financial Planning

MAY 17, 2023

We speak daily with clients who are contemplating where they might live in retirement. Now is the time to explore various retirement housing options and strategies for aging individuals. From aging in place to retirement communities, consider your individual preferences and needs when choosing the most suitable housing option.

Retirement 94

Retirement Medical Financial Planner Planning 94

Integrity Financial Planning

JULY 17, 2023

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. 2] If you are likely to be in a higher tax bracket when you retire, a Roth IRA can be a good way to minimize your taxes in retirement.

Retirement 97

Retirement Taxes Retirement Planning Financial Advisor 97

Integrity Financial Planning

JUNE 5, 2023

A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement. 1] These numbers are very significant.

Retirement 98

Retirement Financial Advisor Planning Budgeting 98

Wealth Management

MARCH 29, 2024

In a gender-based look at saving for retirement, the bank found some signs of improvement amid ongoing challenges faced by women.

Retirement 131

Retirement Banking 131

Integrity Financial Planning

DECEMBER 18, 2023

One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Market fluctuations may provoke intense reactions, and the state of your retirement savings can easily incite panic. If your plan is working, then you probably want to stick with it.

Retirement 97

Retirement Retirement Planning Planning Financial Planning 97

Wealth Management

JANUARY 8, 2024

The 10-person Retirement Visions team left Securities America to harness technology, compliance and administrative support by Redhawk Wealth Ventures.

Wealth Advisor 104

Wealth Advisor Retirement Compliance 104

Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. When it comes to retirement, there’s another aspect of income generation that is introduced. Sources: [1] [link] The post Reexamining the Retirement Investment Portfolio appeared first on Integrity Financial Planning, Inc.

Retirement 98

Retirement Portfolio Investing Investments 98

A Wealth of Common Sense

JANUARY 19, 2024

Following the Great Financial Crisis, there was a worry the coming tsunami of retiring baby boomers was going to lead to a retirement crisis of epic proportions.1 1 Their portfolios were down bad. Housing prices had crashed. They didn’t save enough money. People were worried about Social Security.

Retirement 103

Retirement Portfolio Assets 103

The Better Letter

APRIL 6, 2023

Realistic Retirement Planning My children have consistently (and kindly) remarked about how grateful they are to have been able to graduate (with honors) from fine universities without any debt. Our retirement planning took a hit to do so. Thanks for reading. However, achieving that goal came at a cost.

Retirement Planning 98

Retirement Planning Retirement Planning Nonprofit 98

Advisor Perspectives

APRIL 6, 2024

As a retirement economist — not to be confused with a retired economist, which are rare — I often find myself talking to Wall Street types who happen to be in charge of a lot of other people’s money.

Retirement 52

Retirement 52

Wealth Management

OCTOBER 31, 2023

The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.

Retirement 112

Retirement Planning Retirement Planning Assets 112

Wealth Management

NOVEMBER 14, 2023

The new program was developed in collaboration with retirement services provider Empower, and should be available “within the next quarter or two.”

Retirement 113

Retirement 113

Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

Retirement 109

Retirement Retirement Planning Wealth Management Consulting 109