As the Number of 401(k) Plans Grows, Why Are RPAs Shrinking?
Wealth Management
DECEMBER 18, 2023
Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.
Retirement Retirement Planning Wealth Advisor 
Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA
Wealth Management
JULY 3, 2025
California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 billion AUM RIA in Menlo Park, Calif.,
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Retiring When Single: Strategies for Financial Independence
Tobias Financial
JUNE 15, 2025
Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.
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Adviser links: the RMD mentality
Abnormal Returns
AUGUST 5, 2024
Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors.
From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche
Nerd's Eye View
JULY 10, 2023
As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.
Workplace Retirement Voice: Why Wealth Advisors Should Embrace Workplace Retirement Plans
Advisor Perspectives
SEPTEMBER 24, 2023
For many wealth advisors, workplace retirement plans are either a burden or an afterthought, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He and his team explore why embracing these plans can benefit their practice, and their clients.
9 Year-End Planning Tips from a Wealth Planner
Carson Wealth
DECEMBER 8, 2023
Many states also exempt retirement income, which may include Social Security. However, retirement income is generally included for income related monthly adjustment amount (IRMAA) computations to determine if supplemental payments are due for Medicare Part B and Medicare Part D premiums.
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10 Expenses to Include in Your Retirement Budget
WiserAdvisor
OCTOBER 4, 2022
Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.
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5 Reasons to Start Retirement Planning Early
WiserAdvisor
SEPTEMBER 13, 2022
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
Welcoming Francheska Ruiz and Chad Williamson to Our Advisory Team
Tobias Financial
APRIL 1, 2025
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.
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Why It Is Never Too Early to Start Retirement Planning
WiserAdvisor
SEPTEMBER 14, 2022
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
Unlocking the Treasure Chest: The Growing Opportunity of 401(k) Plans for Wealth Advisors
Advisor Perspectives
OCTOBER 2, 2024
Explore the significant opportunities for wealth advisors in managing 401(k) plans. Our Mike Dullaghan explains how these plans can help both advisors and clients with financial growth and retirement planning.
Financial Planning for the Latino Community
Tobias Financial
OCTOBER 12, 2023
Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges.
How to Create an Eye-Catching Financial Advisor Bio for Instagram
FMG
MAY 19, 2025
Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Examples of Winning Bios Retirement Ready? I help teachers plan their future Book a call Gen Z Money Coach Helping students crush debt & grow wealth.
How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. Do you have a unique situation? So, thats a lot.
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Making Informed Social Security Decisions in Today’s Economic Environment
Tobias Financial
JUNE 23, 2025
In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. While this trend highlights the need for thoughtful planning, the decision to take Social Security early is highly personal and depends on a variety of factors.
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Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.
Tobias Financial
APRIL 11, 2024
We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.
Nearing Retirement and Falling Behind in Savings
Tobias Financial
JANUARY 20, 2023
Our Wealth Advisor, Franklin “Franko” Gay , is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. The post Nearing Retirement and Falling Behind in Savings appeared first on www.tobiasfinancial.com.
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What To Do With The Money From The Sale Of Your Business
Darrow Wealth Management
OCTOBER 28, 2024
Are you planning to retire? Don’t discount your non-financial goals and what you plan to do after you sell. Going from running a company to suddenly retired can be a difficult transition for some people. Create a formal financial plan. Will you retire after selling the business?
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The 15 Best Financial Advisor Websites
FMG
OCTOBER 14, 2022
Financial Freedom Wealth Management Group. Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirement planning services. Special attention to design makes information easy to absorb. .” – Julia Carlson, Financial Freedom Wealth Management Group. Navis Wealth Advisors.
How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group. I would leave your name out of the headline if your firm name has your own name in it since that keyword is already accounted for in your name.
Maybe Market Outperformance Doesn't Matter
Random Roger's Retirement Planning
MAY 10, 2023
When you get close to retirement, you know what will matter? What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings. That's the difference between a great season/successful retirement outcome and a poor result.
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Is Gen-X Doomed?
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.
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How Often Should You Rebalance Your 401(k)?
Darrow Wealth Management
OCTOBER 29, 2024
As you approach retirement, managing risk is even more important. If you have a target-date retirement fund in your 401(k), it will automatically rebalance. But depending on the investment options in the retirement plan, as the balance grows, it may be advantageous to customize your asset allocation.
Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place
Good Financial Cents
JUNE 11, 2023
So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest. What’s more, these wealth advisors aren’t really there to teach you how to put together a budget, they strictly manage your money. Personal Capital to the rescue.
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How SEO Can Make or Break Your Marketing (Video)
Indigo Marketing Agency
MARCH 6, 2023
1:47 Here are some of these keywords: financial advisor, financial planner, retirement planning, and wealth management. For instance, many advisors call themselves wealth planners or wealth advisors. 2:19 So let me show you for the keyword wealth advisor.
How SEO Can Make or Break Your Marketing
Indigo Marketing Agency
MARCH 3, 2023
1:47 Here are some of these keywords: financial advisor, financial planner, retirement planning, and wealth management. For instance, many advisors call themselves wealth planners or wealth advisors. 2:19 So let me show you for the keyword wealth advisor.
41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. Taylor has also been named a Top 10 Financial Advisor by Investopedia for the last four years. Lawrence (Larry) Sprung is a CFP® professional and founder and wealth advisor of Mitlin Financial.
Avoiding Portfolio Surprises
Random Roger's Retirement Planning
MAY 15, 2023
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
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4 Financial Concerns High-Net-Worth Individuals Face
WiserAdvisor
AUGUST 8, 2022
Additionally, high-net-worth individuals may also worry about continuing their lavish lifestyles throughout life, including retirement. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same.
The Benefits of Long Term Thinking
Random Roger's Retirement Planning
MAY 11, 2023
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
Portfolio Risk Management: How to Measure and Manage Portfolio Risk
WiserAdvisor
SEPTEMBER 8, 2022
However, if you are nearing retirement, your risk appetite would ideally drop. However, liquidating your 401k retirement account can be cumbersome. Long-term goals like retirement require a long-term approach. It may be high when you are young and have a steady income. For instance, cash has the highest liquidity.
Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
International College of Financial Planning
OCTOBER 26, 2023
Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Where Do They Shine?
7 Wealth Strategies For High-Net-Worth Individuals In 2023
WiserAdvisor
JANUARY 27, 2023
2023 may see several changes with respect to retirement plans, Social Security, etc., under the Securing a Strong Retirement Act of 2022 (SECURE 2.0). Consider consulting with a wealth advisor who can guide you on how to preserve as well as increase your wealth in 2023. can be effective.
Preparing for Medicare Changes: What Retirees Need to Know for 2025 Open Enrollment
Tobias Financial
OCTOBER 16, 2024
In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Lee holds a Ph.D.
Defined Contribution Plans and IRAs: The Basics
Carson Wealth
JANUARY 31, 2023
Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner Retirement might be fast approaching — leaving you concerned about covering your dream lifestyle. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options. Find answers below.
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Financial Planning for High-Net-Worth Individuals
WiserAdvisor
JULY 24, 2022
Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.
Cockroach Portfolio, Alive & Well
Random Roger's Retirement Planning
MAY 8, 2023
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
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Two RIAs, Including an LPL Breakaway, Combine to Create $3.7B Balefire
Wealth Management
MAY 6, 2025
A merger of VisionPoint Advisory Group and Navitas Wealth Advisors brings together a team of 60 for wealth management, tax planning and corporate retirement plan advisement.
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