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Nerd's Eye View
OCTOBER 29, 2024
Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt). My guest on today's podcast is Travis Hornsby.
243 
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. youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. advisorperspectives.com) Does risk tolerance change in retirement?
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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
Wealth Management
APRIL 29, 2023
USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.
232 
Wealth Management
DECEMBER 14, 2023
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
265 
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
239 
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.
272 
Wealth Management
MARCH 9, 2023
billion firm with wealth, retirement planning, and endowment and foundation businesses. In its first acquisition of the year, Captrust adds a $5.8
245 
Nerd's Eye View
MARCH 10, 2025
These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.
246 
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).
Wealth Management
SEPTEMBER 7, 2022
HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y.
Abnormal Returns
JULY 22, 2024
standarddeviationspod.com) Michael Kitces talks with Christi Van Rite who is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. citywire.com) Retirement A Q&A with Wade Pfau about the challenges of spending in retirement.
264 
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.
Carson Wealth
OCTOBER 24, 2024
Retiring abroad can be a dream come true for many Americans, offering the opportunity to explore new cultures, enjoy different climates, and potentially stretch retirement savings. Taxes One of the biggest financial considerations for Americans retiring abroad is understanding how taxes will work. tax return every year.
142 
Abnormal Returns
JANUARY 8, 2024
Podcasts Michael Kitces talks adviser well-being with Stevyn Guinnip who is the founder of Grow Wellthy, a health and wellness consulting firm. investmentnews.com) Retirement How should advisers model the future for Social Security benefits? craincurrency.com) Retiring from a high profile job comes with its own challenges.
The Chicago Financial Planner
FEBRUARY 8, 2023
Is my Social Security subject to taxes once I reach my full retirement age? Your full retirement age (FRA) is a key number for many aspects of Social Security. Related to this, if you are working into retirement your wages or self-employment income are subject to FICA and Medicare taxes regardless of your age.
291 
Abnormal Returns
DECEMBER 25, 2023
Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. morningstar.com) Wealthy couples have some tax levers to pull in retirement. riabiz.com) When should you hire? kitces.com)
Wealth Management
JUNE 16, 2023
billion retirement plan consulting business. In RIA news this week, Hightower announced its 3rd billion-dollar-plus acquisition this month, while SageView picked up a $5.2
209 
MainStreet Financial Planning
NOVEMBER 8, 2024
Maximize Your Retirement Contributions: Enhancing your retirement savings not only secures your future but also offers immediate tax benefits. Consult with a tax professional to navigate the complexities and avoid wash-sale rules. Check your state’s specific rules to understand the potential tax advantages.
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Carson Wealth
MARCH 28, 2024
Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA. Are you financially ready for retirement?
Darrow Wealth Management
APRIL 15, 2024
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. As more workers consider the growing appeal of semi-retirement, some ask — is working part-time in retirement a good idea?
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The Big Picture
FEBRUARY 27, 2023
Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing. The demographic question touches on a big issue: $6 trillion dollars in 650,000 (401k) retirement plans held by 10s of millions of Americans.
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Nerd's Eye View
FEBRUARY 11, 2025
David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.
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Random Roger's Retirement Planning
JANUARY 6, 2025
Do you plan to work one way or another, consulting, part time or monetized hobby? Maybe you have very few moving parts or have many more moving parts but it is important to realize that no one's retirement plan will be done in by everything going exactly as planned. What could go wrong there?
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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.
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Good Financial Cents
JANUARY 26, 2023
Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?
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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.
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Integrity Financial Planning
JUNE 12, 2023
As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.
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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. Should you feel the need to fine-tune some aspects, consulting with a professional could be beneficial. If your plan is working, then you probably want to stick with it.
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eMoney Advisor
NOVEMBER 7, 2022
Whether they are on the cusp of retirement or living as a retiree, this is an impactful time of transition. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.
Abnormal Returns
JANUARY 22, 2024
(open.spotify.com) Daniel Crosby talks with Richard Shotton who is the founder of Astroten, a consultancy that applies behavioral science to marketing. standarddeviationspod.com) Retirement How to put retirement income guardrails in place. thinkadvisor.com) Retirement withdrawal strategies all have their tradeoffs.
James Hendries
SEPTEMBER 25, 2022
Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be nerve-wracking, even if you’ve diligently saved and planned. Draft a Retirement Budget. Rolling Your Savings Over.
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Financial Symmetry
MARCH 3, 2025
By following these steps, high-income earners can still benefit from tax-free growth and withdrawals in retirement. Roth IRAs allow for tax-free growth and withdrawals in retirement. Consulting a tax professional can help navigate complex situations. Proper tax reporting is crucial to avoid double taxation on conversions.
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Carson Wealth
OCTOBER 3, 2024
Retirement is an exciting milestone—a time to leave behind the hustle and bustle of work and embrace a new chapter filled with more freedom and opportunities to enjoy life. Planning well in advance ensures that your retirement years will be financially secure, fulfilling, and less stressful than your working years.
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MainStreet Financial Planning
MARCH 27, 2024
In an earlier post, I summarized many of the housing options people can consider in retirement. This post takes a deeper dive into CCRCs (Continuing Care Retirement Communities also known as Life Plan Communities) CCRCs are an all-in-one solution to aging in place for people over 60. You can check out the article here.
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Integrity Financial Planning
SEPTEMBER 11, 2023
After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding a way to make charity work for your financial picture.
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WiserAdvisor
SEPTEMBER 20, 2023
In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. You may consult with a financial advisor to understand vested balances in detail and how you can maximize them to boost your retirement savings.
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Darrow Wealth Management
NOVEMBER 20, 2023
If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. For high earners, converting an IRA to a Roth IRA while you’re still working could be the worst time of all.
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Integrity Financial Planning
MAY 30, 2023
Consulting with a licensed insurance agent or broker can provide more personalized information and guidance. If you are curious about other financial aspects of retirement and are looking for guidance, reach out to our professionals for a complimentary review of your finances. [1-2,
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NAIFA Advisor Today
JANUARY 6, 2025
A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. For over 75 years, the Journal has been recognized as one of the best and most prestigious publications in the financial services field.
Nerd's Eye View
OCTOBER 11, 2022
Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress. My guest on today's podcast is Libby Greiwe.
Carson Wealth
JULY 3, 2024
Consulting a tax advisor or attorney can help develop strategies for minimizing tax liability and staying compliant. Plan for Your Retirement As a small business owner, it’s essential to plan for your retirement independently since you may not have the benefit of employer-sponsored retirement plans.
Integrity Financial Planning
DECEMBER 22, 2022
If you are an art lover and want to build your own collection in retirement, here are small steps to get you started: Art Demands You Listen to Your Heart. Consulting with an interior designer or art warehouse may be wise but might also add to your costs. 1] [link]. [2] 2] [link]. [3] 3] [link]. 1] [link]. [2] 2] [link]. [3]
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Nerd's Eye View
JANUARY 13, 2025
Building on the back of our popular Advisor Technology Map and Directory, in 2025, we'll also be developing a new Advisor Services Map to make it easier to find whatever consultants, coaches, outsourcing partners, or other solutions advicers may be seeking (and like our AdvisorTech Map, will be openly available to the entire advicer community).
148 
The Big Picture
MARCH 6, 2023
Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. A Wealth of Common Sense ) • On Wall St., Capital Advisors.
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