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Clients Estate Planning Retirement 
Nerd's Eye View
APRIL 29, 2024
Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g.,
246 
Nerd's Eye View
NOVEMBER 29, 2024
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
DECEMBER 30, 2024
We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)
Wealth Management
JUNE 24, 2024
Six ways to help clients gain peace of mind regarding inflation.
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Wealth Management
JUNE 24, 2024
Estate planning is very important to clients but can be complicated and time consuming for people.
244 
Abnormal Returns
MARCH 10, 2025
kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients.
162 
Nerd's Eye View
NOVEMBER 8, 2023
Retirement is often framed as one's "golden years", a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. market conditions or their own longevity).
246 
Nerd's Eye View
AUGUST 7, 2024
Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself.
246 
Abnormal Returns
NOVEMBER 11, 2024
(riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. theirrelevantinvestor.com) How client expectations are changing. kitces.com) What it means to be a great adviser to retired clients. thinkadvisor.com) A year-end tax planning checklist.
Nerd's Eye View
AUGUST 23, 2023
In this guest post, Kathleen Rehl, a semi-retired financial advisor and educator now focusing on her own estate planning considerations, shares her experience with creating her "Legacy IRA" rollover to a Charitable Gift Annuity to support her chosen nonprofits after Congress passed the SECURE 2.0 But the SECURE 2.0 Read More.
246 
Abnormal Returns
OCTOBER 14, 2024
Podcasts Daniel Crosby talks with Michael Finke about how to deal with market volatility in retirement. standarddeviationspod.com) Brendan Frazier talks with Kathi Balasek about communicating with grieving clients. riabiz.com) Estate planning Gifting is going to become more important as the TCJA expiration nears.
279 
Nerd's Eye View
OCTOBER 7, 2024
This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)
246 
Abnormal Returns
JUNE 3, 2024
Podcasts Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. riabiz.com) Charles Schwab ($SCHW) is focused on its biggest RIA clients. riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments.
278 
Nerd's Eye View
SEPTEMBER 6, 2023
Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth.
246 
Cornerstone Financial Advisory
MARCH 14, 2025
As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning? Wisdom is better.
NAIFA Advisor Today
APRIL 20, 2023
is here, but what does that mean for your clients' retirement and estate planning? what it means for your clients, and why now is the best time to prepare. SECURE 2.0
Nerd's Eye View
JANUARY 24, 2024
The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement. Ultimately, the key point is that a properly drafted POA is an essential part of every estate plan. Read More.
246 
Abnormal Returns
SEPTEMBER 4, 2023
Podcasts Jason Wenk and Dasarte Yarnway talk about how to approach client meetings. theadvisorjourney.com) Brendan Frazier talks about the challenge of retirement spending with Morningstar's Christine Benz. citywire.com) Why retiring advisers often have second thoughts. Then explain how you will address them."
264 
Nerd's Eye View
AUGUST 23, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from "innovators" that invest in tech to differentiate themselves from (..)
Nerd's Eye View
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
Abnormal Returns
MARCH 20, 2023
Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. citywire.com) Retirement Spending in retirement is a dynamic process. What comes next? thinkadvisor.com)
245 
Nerd's Eye View
AUGUST 9, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)
Abnormal Returns
JULY 31, 2023
(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. riaintel.com) Retirement A certain portion of the population never wants to retire. riabiz.com) Savvy Wealth is pushing hard on the AI front.
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. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.
Abnormal Returns
MAY 29, 2023
(thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." advisorperspectives.com) Advisers Clients don't walk in the door because everything is hunky dory.
Your Richest Life
AUGUST 11, 2023
Your estate plan is the comprehensive guide to your wealth and property when you pass away or become incapacitated physically or mentally. it’s important that you update your estate plan to reflect those changes. As a physician, there are a few other areas to pay attention to when you’re working on your estate plan.
Nerd's Eye View
JUNE 21, 2024
million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5
Nerd's Eye View
AUGUST 3, 2022
For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. And no matter the reason, clients without children have unique planning needs that are important for advisors to recognize.
Nerd's Eye View
FEBRUARY 15, 2023
For advisors who recommend HSA-maximizing strategies, then, it’s important to consider the risks of the account owner being unable to use up their funds and to plan for potential ways to quickly draw down the account in the event the HSA owner will not outlive their HSA funds.
246 
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. investmentnews.com) On the importance of tax planning in the first few years of retirement.
Nerd's Eye View
JANUARY 24, 2024
The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement. Ultimately, the key point is that a properly drafted POA is an essential part of every estate plan. Read More.
246 
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
246 
Abnormal Returns
JANUARY 22, 2024
standarddeviationspod.com) Retirement How to put retirement income guardrails in place. thinkadvisor.com) Retirement withdrawal strategies all have their tradeoffs. investmentnews.com) Americans want to retire gradually. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla.
WiserAdvisor
MARCH 13, 2024
Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy.
Nerd's Eye View
MARCH 27, 2024
One way financial advisors can add value for retiring clients is to estimate how much they can spend sustainably during their retirement years without depleting their investment portfolio. to cover retirement income needs before claiming Social Security benefits).
190 
Nerd's Eye View
SEPTEMBER 27, 2023
When it comes to advising clients on student loan issues, many financial advisors might first think about recent graduates seeking advice regarding the most effective way to pay down their balances. Which not only cuts into a parent's current cash flow, but also limits their ability to save for their (potentially fast-approaching) retirement.
246 
The Big Picture
MAY 29, 2024
In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.
290 
Nerd's Eye View
DECEMBER 1, 2023
Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)
Abnormal Returns
SEPTEMBER 11, 2023
(kitces.com) Advisers RIAs can no longer ignore cash as a part of a client's overall portfolio. thinkadvisor.com) Remind clients, both current and future, what real life planning looks like. thomaskopelman.com) How social proof works in client acquisition. thinkadvisor.com) How RMDs on 401(k) accounts are different.
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.
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Abnormal Returns
AUGUST 21, 2023
wiredplanning.com) Michael Kitces talks with Jim Ludwick about turning prospects into clients. riabiz.com) Advisers Why advisory firms need a well-articulated criteria to 'fire' a client. kitces.com) Vestwell is set to administer the nation’s first multi-state retirement program. kitces.com) Crypto Securitize is buying Onramp.
130 
Abnormal Returns
MAY 22, 2023
barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? riabiz.com) Firms need to proactive when it comes to identifying clients who are no longer a fit.
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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WiserAdvisor
FEBRUARY 21, 2023
This is a common way to target an individual’s retirement savings. They can easily keep track of transactions, identify any changes or miscalculations, and help their clients take timely actions to spot any kind of misuse. Annuity plans, pension plans , etc., Additionally, it also helps clients manage their money better.
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