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. Plan your investments. Consider early retirement tax planning.

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Retirement Planning Retirement Planning Medical 98

Wealth Management

MARCH 6, 2024

Beltz Ianni & Assoc., in Rochester, N.Y., has left LPL to become the sixth firm acquired by the indie RIA since its April 2023 debut.

Retirement Planning 112

Retirement Planning Retirement Planning 112

Financial Symmetry

OCTOBER 30, 2023

There’s so much we can overlook with retirement plans. On this special Halloween-themed episode we’re sharing some retirement plan horror stories to avoid in your own wealth-building journey. Listen in to ensure that these horrors don’t ruin your retirement plans.

Retirement Planning 64

Retirement Planning Retirement Planning 64

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

Talon Wealth

OCTOBER 26, 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.

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Retirement Planning Retirement Planning Healthcare 52

NAIFA Advisor Today

SEPTEMBER 16, 2022

Here are three ways people 62 and older (working in tandem with their advisors) can incorporate reverse mortgages into sound retirement plans to potentially improve retirement outcomes. Reverse mortgages can help solve many challenges in retirement.

Retirement Planning 98

Retirement Planning Retirement Planning Marketing 98

Abnormal Returns

OCTOBER 30, 2023

Podcasts Brendan Frazier talks with Jake Northrup of Experience Your Wealth about how he infuses the human side to help clients live their ideal life. kitces.com) AI How recommendation engines could work in wealth management. thinkadvisor.com) Blended families don't plan their money lives in advance. fa-mag.com)

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Wealth Management Retirement Planning Financial Advising Financial Advice 221

Abnormal Returns

NOVEMBER 6, 2023

kitces.com) Dan Haylett talks with Phil Pearlman about the relationship between health and wealth. riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. papers.ssrn.com) Taxes A 2023 year-end tax planning guide.

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Wealth Management Retirement Planning Tax Planning Financial Advisor 240

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.

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Wealth Advisor Financial Planning Asset Allocation CFP 52

Wealth Management

DECEMBER 11, 2023

Who will be the winners, losers and new entrants as the convergence of wealth, retirement and benefit at work will revolutionize 401(k) plans?

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Retirement Planning Retirement Planning 109

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.

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Wealth Management Math Retirement Retirement Planning 198

Abnormal Returns

FEBRUARY 28, 2024

Podcasts Peter Lazaroff with five reasons you need a financial plan that have nothing to do with money. wsj.com) Retirement How rising interest rates affect retirement planning. morningstar.com) An over-reliance on traditional IRA can be a tax problem in retirement. youtube.com) How well do you know yourself?

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Retirement Planning Retirement Taxes Financial Planning 252

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. thinkadvisor.com) Retirement Baby Boomers were supposed to retire in penury. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan.

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Financial Planner Wealth Management Retirement Planning Financial Advising 235

Wealth Management

APRIL 14, 2023

OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.

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Retirement Planning Retirement Investment Advisor Planning 61

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

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Financial Planning Planning Wealth Management Retirement Planning 130

Carson Wealth

AUGUST 25, 2022

Among these are your longevity, lifestyle, comfort with market performance, sequence of return risk, current health, housing plan, proportion of fixed to variable expenses, proximity to children and so much more. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check.

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Retirement Planning Retirement Planning Certified Financial Planner 98

Abnormal Returns

OCTOBER 4, 2023

Podcasts Sam Dogen talks fear with Farnoosh Torabi author of "A Healthy State of Panic: Follow Your Fears to Build Wealth, Crush Your Career, and Win at Life." humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools. nextavenue.org) Don't retire from work without a plan.

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Planning Retirement Retirement Planning Financial Advisor 243

Abnormal Returns

NOVEMBER 29, 2023

(morningstar.com) Same As Ever Lessons learned from Morgan Housel's new book "Same As Ever: Timeless Lesson on Wealth, Greed and Happiness." fastcompany.com) Five insights from Morgan Housel's new book "Same As Ever: Timeless Lesson on Wealth, Greed and Happiness." thinkadvisor.com) What makes up the three-legged stool of retirement.

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Retirement Retirement Planning Budgeting Portfolio 255

Carson Wealth

AUGUST 23, 2022

Retirement plans like 401(k)s and traditional or Roth IRAs can be an easy and effective way to save for retirement. Contributions to a traditional 401(k), IRA, and other retirements plans are usually deductible up to a limit. However, not all retirement plan contributions are tax deductible.

Retirement Planning 52

Retirement Planning Retirement Taxes Planning 52

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.

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Retirement Retirement Planning Planning 94

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. Read More.

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Financial Advisor Estate Planning Nonprofit Financial Planner 217

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Financial Planner 239

Financial Planner CFP Certification Communication 239

James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

Planning 52

Planning Taxes Estate Planning Consulting 52

Abnormal Returns

NOVEMBER 10, 2023

open.spotify.com) Bogumil Baranowski talks with Frazer Rice about the distinctions between current and legacy wealth, retirement planning vs. estate planning. Bowman and Christine Hamilton talk with Chris Ailman and Ashby Monk about the importance of fund governance.

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Retirement Planning Estate Planning Economy Media 237

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.

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Retirement Retirement Planning Wealth Management Consulting 105

Abnormal Returns

JUNE 28, 2023

Podcasts Christine Benz and Jeff Ptak talk with Fritz Gilbert and Eric Weigel about retirement planning mistakes. Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." ofdollarsanddata.com) A first hand tale of un-retirement. Meir Statman.

Retirement Planning 204

Retirement Planning Estate Planning Retirement Wealth Management 204

Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year. Social Security COLA for 2023.

Financial Planner 156

Financial Planner Retirement Planning Retirement Insurance 156

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Financial Planner 194

Financial Planner Strategic Planning Retirement Planning Retirement 194

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.

Financial Planning 233

Financial Planning Retirement Planning Clients 233

Nerd's Eye View

JANUARY 19, 2024

Nevertheless, there is potential for many individual RIAs to expand their staffing further, with the addition of specialized planning and operations roles being seen as a potential avenue to boost firm growth. in 2023, the RIA space showed significantly more strength, with 10.4%

Financial Planner 219

Financial Planner Fiduciary Duty Retirement Retirement Planning 219

Abnormal Returns

MARCH 1, 2023

madfientist.com) Retirement Why retirement planning is not easy - uncertainty. awealthofcommonsense.com) Some questions you need to ask yourself about retirement. ritholtz.com) What to do if you have a bad 401(k) plan. tonyisola.com) Wealth is in service of us living happy & fulfilling lives.

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Retirement Planning Retirement Planning Investing 186

Wealth Management

DECEMBER 18, 2023

Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.

Numbers 100

Numbers Planning Wealth Advisor Retirement Planning 100

Abnormal Returns

DECEMBER 14, 2022

Podcasts Christine Benz and Jeff Ptak talks with Jamie Hopkins of Carson Wealth about some common retirement planning questions. ft.com) Who really benefits from 529 plans? nytimes.com) Planning Doug Boneparth, "Cash flow lives at the heart of financial organization."

Investing 198

Investing Investments Retirement Planning Banking 198

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 (..)

Financial Planner 206

Financial Planner Retirement Retirement Planning Advertising 206

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.

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Financial Advisor Financial Planner Insurance Clients 207

Advisor Perspectives

AUGUST 1, 2023

Advisors and investors wonder what role annuities should play in retirement planning. Here are the pros and cons of a common annuity product versus consuming out of invested wealth.

Retirement Planning 98

Retirement Planning Retirement Planning Investing 98

Darrow Wealth Management

APRIL 15, 2024

But typically, it means the same thing: working in some capacity after retiring early. According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. But that’s short-sighted.

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Retirement Retirement Planning Insurance Medical 90