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 (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

Abnormal Returns

APRIL 1, 2024

(theverge.com) Generative AI search engine Perplexity is planning to start selling ads. ft.com) Global How India's economy performed under Modi. nytimes.com) When living in France is a better option in retirement. nytimes.com) When living in France is a better option in retirement.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Nerd's Eye View

OCTOBER 7, 2022

From there, we have several articles on retirement planning: Defying popular wisdom, a research study argues that younger workers should delay saving for retirement, even if it means foregoing a company match. A survey shows how individuals in 17 advanced economies rank what brings them the most meaning in their lives.

Financial Planner 245

Financial Planner Retirement Planning Retirement Economy 245

Abnormal Returns

JULY 26, 2023

youtube.com) Christine Benz and Jeff Ptak talk with Joel Dickson of Vanguard about the state of retirement saving in America. Our lives, the economy, and the markets are constantly in flux." sciencedaily.com) What you give up when you retire. Podcasts Doug Boneparth and Morgan Housel talk decision making with Cass Sunstein.

Fiduciary Duty 244

Fiduciary Duty Retirement Financial Advisor Investments 244

Abnormal Returns

FEBRUARY 23, 2023

morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. theatlantic.com) Economy Still no sign of a sustained uptick in weekly initial unemployment claims. novelinvestor.com) Going to a four-day workweek requires planning. Markets Higher for longer, has put pressure on bond yields in February.

Financial Advising 246

Financial Advising Media Retirement Banking 246

Integrity Financial Planning

MARCH 19, 2023

What Is Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] 1] [link] [2-5] [link] The post What Does a Rolling Recession Mean for Your Retirement?

Retirement 98

Retirement Economy Economics Financial Planning 98

Integrity Financial Planning

JANUARY 9, 2023

Between 1991 and 2021, annual inflation averaged 2.5%, close to the Federal Reserve’s desired 2% target, which many believe to indicate a healthy economy. [1] 2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained. 1] [link]. [2]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Integrity Financial Planning

MARCH 28, 2023

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Changes in the Global Economy For many years the world has been growing economically. 4] What This Means for You The economy is in an uncertain place right now.

Retirement 88

Retirement Marketing Marketing Retirement Planning 88

The Big Picture

AUGUST 22, 2022

Geopolitics, the economy and unforeseen events will determine whether the relief will last. ( You Have No Idea How Good Mosquitoes Are at Smelling Us The insects have infinite backup plans for hunting us down. ( New York Times ). Axios ). • Bloomberg ). • Bloomberg ). • The Atlantic ). •

Food 306

Food Manufacturing Government Retirement 306

Tobias Financial

OCTOBER 12, 2023

economy, with projections indicating a remarkable growth in purchasing power over the next few years. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. The Latino community is making significant strides in the U.S.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

The Big Picture

OCTOBER 23, 2023

( Bloomberg ) • The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations : Higher interest rates and inflation are upending millions of Americans’ retirement planning. Washington Post ) • The Annoyance Economy : Data alone don’t capture how frustrating and stressful it is to be a consumer right now. (

Retirement Planning 264

Retirement Planning Budgeting Retirement Investments 264

Abnormal Returns

SEPTEMBER 11, 2024

sherwood.news) Sports betting Fox plans to exercise its 18.6% sherwood.news) Why China is planning to raise its retirement age. semafor.com) Economy August CPI showed 2.5% (cnn.com) AI The amount of capital pouring into AI is stunning. wsj.com) How Oracle ($ORCL) is benefiting from the rise of AI. option in FanDuel.

Financial Advising 162

Financial Advising Retail Media Retirement 162

The Big Picture

FEBRUARY 15, 2023

Investors Need a Long-Term Plan. Although Fischer himself is long retired, it now looks like yet another of his disciples is to pick up the reins of major central. There is no one to induct. ( Businessweek ) see also ChatGPT Sparked an AI Craze. Here’s how to build an AI portfolio.

Advertising 278

Advertising Media Startup Retail 278

Carson Wealth

MARCH 2, 2023

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). But even if you feel confident today, would it be reasonable to retire early? How Early Is Early?

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

Carson Wealth

FEBRUARY 6, 2025

Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. These changes can affect everything from your paycheck to your retirement savings, from your business decisions to your charitable giving.

Taxes 64

Taxes Retirement Tax Planning Planning 64

The Big Picture

JULY 24, 2024

It seems obvious we should have a long term perspective in, in financial planning and investing. How important is it for us to be able to adjust our plans to changing circumstances? You want to say, look, I hope to retire in about 20 years and maybe I’ll be in a position to sell part of my portfolio. That’s right].

Math 273

Math Retirement Investing Investments 273

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. The Transition Phase Approaching retirement brings the need for a shift in priorities. Ready to Grow Your Wealth?

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. It wasn’t that long ago that inflation was almost non-existent in the economy.

Retirement 98

Retirement Clients Certification Taxes 98

Abnormal Returns

OCTOBER 5, 2022

(wsj.com) Goodwill is planning to compete with other luxury resales sites. news.crunchbase.com) Economy Heavy truck sales are strong. news.crunchbase.com) Economy Heavy truck sales are strong. dollar is affecting emerging economies. nytimes.com) Earlier on Abnormal Returns Personal finance links: failing retirement.

Financial Advising 147

Financial Advising Retail Economy Media 147

Integrity Financial Planning

DECEMBER 13, 2022

The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008. [1] 2] This rise in the cost of borrowing not only affects inflation but trickles into the decisions you make before and in retirement. Boosts on Savings Accounts.

Financial Planning 97

Financial Planning Accounting Economy Retirement 97

Integrity Financial Planning

SEPTEMBER 26, 2022

The same way you prepare for the winter, you might have to prepare your retirement finances for a potential recessionary period. There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines.

Financial Advisor 98

Financial Advisor Retirement Planning Marketing Marketing 98

Abnormal Returns

MAY 14, 2023

humbledollar.com) Trading Robinhood ($HOOD) is planning to offer customers 24-hour trading. economy remains startling dynamic even in the face of stunningly inept policymaking—for now." texasmonthly.com) Why half of Americans are at-risk of income shortfalls in retirement. Markets Copper prices have rolled over.

Marketing 130

Marketing Marketing Financial Advising Economy 130

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. What was the original plan? And I, and I would love to tell people I had a grand plan. I didn’t really have a grand plan, but my policy degree was at University of Chicago. Melissa Smith is co-head of commercial banking for JP Morgan.

Banking 130

Banking Economy Startup Marketing 130

Integrity Financial Planning

FEBRUARY 20, 2023

The concept of retirement planning is simple. Despite changes in the economy or in life itself, the concept of planning your retirement has remained unchanged. We work, save, retire, and repeat for generations over. 2] This, however, does not mean that the retirement of your dreams is out of reach.

Retirement Planning 95

Retirement Planning Retirement Planning Financial Planning 95

Nationwide Financial

DECEMBER 6, 2022

So it’s no wonder that many investors who are not yet retired are recalibrating their expectations for retirement and their financial future. Our recent Advisor Authority survey, powered by the Nationwide Retirement Institute®, found that 43% of non-retired investors check their retirement account balances more than three times a week.

Clients 98

Clients Retirement Economics Planning 98

Nationwide Financial

APRIL 19, 2023

As multiple recessionary signs flash red including bank failures, persistent inflation, and ongoing volatility, investors of all ages are increasingly nervous about the state of the markets and economy and what it means for their retirement plans and their ability to save for retirement.

Retirement Planning 96

Retirement Planning Retirement Clients Planning 96

Abnormal Returns

JULY 31, 2022

bloomberg.com) FTX US is planning to launch stock options trading. bloomberg.com) Employment near retirement age is more cyclically sensitive. nytimes.com) Economy Inventory liquidators are busy. (riabiz.com) Trading CItadel has lost a battle with IEX over an order type. neddonovan.substack.com) Misinformation is big business.

Financial Advising 130

Financial Advising Education Media Retirement 130

The Big Picture

MARCH 29, 2023

Investor Amnesia ) • 50 Tech Leaders Circulated A Private Memo In Washington Calling For Action On SVB : As SVB careened towards catastrophe, some 50 founders, VCs, economists and comms experts gathered in a WhatsApp group to draft a memo calling for urgent preservation of its deposits for the sake of the broader economy.

Retirement 147

Retirement Budgeting Economy Banking 147

Investing Caffeine

MAY 3, 2023

How will elections affect the economy? These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over. For many investors, however, the more important questions to ask and answer relate to your retirement strategy. default on its debt?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Your Richest Life

JANUARY 20, 2023

which brings several changes to the retirement system, is now law. Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Before this change, matches on employer plans were pre-tax. The Secure Act 2.0, Secure Act 2.0: Secure Act 2.0:

Retirement Planning 105

Retirement Planning Retirement Accounting Planning 105

Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Nationwide Financial

SEPTEMBER 27, 2022

Hispanic adults who work with financial professionals were less likely to have postponed retirement than those who are not. economy among Hispanic adults; 56% of those surveyed said the economy is getting worse, which is mostly in line with the overall U.S. Obstacles to retirement planning. population. population.

Clients 98

Clients Retirement Planning Retirement Planning 98

Zoe Financial

DECEMBER 28, 2024

E xample : If you identify as a financially savvy individual, youre more likely to automate your savings, track your credit score, and stick to your spending plan. For instance, I will contribute an additional $10,000 to my retirement fund this year or I will pay off my $15,000 credit card balance by December 2025.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Integrity Financial Planning

MAY 4, 2022

With inflation soaring, the Fed is planning to make aggressive moves to slow the economy with rate hikes. If the Fed is being aggressive, how aggressive should the retirement saver be with their plan? Similarly, with retirement, you probably are underestimating just how much you’ll spend. What’s to come?

Planning 52

Planning Retirement Retirement Planning Healthcare 52

Park Place Financial

APRIL 26, 2022

RETIREMENT 3 Retirement Mistakes to Avoid Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Your retirement years can be spent focusing on your family and friends, traveling to places you’ve always wanted to go with your partner, and continuing the hobbies you love at home. Part B: Medical insurance.

Retirement 52

Retirement Retirement Planning Healthcare Risk Tolerance 52

Validea

MARCH 9, 2023

According to a recent MLIV Pulse survey—a weekly survey conducted by Bloomberg’s Markets Live team—the 553 investors who responded believe you need somewhere between $3 million and $5 million to retire, reports an article in Bloomberg. have any access to employer-provided retirement plans.

Retirement 52

Retirement Retirement Planning Planning Assets 52

The Big Picture

SEPTEMBER 6, 2023

Rest of World ) • The incredible American consumer : The biggest driver of the surprisingly resilient US economy has been the ability and willingness of Americans to shrug off the bad vibes and buy “everything that isn’t nailed down”, as Chris Rupkey puts it. Bloomberg ) • Roth vs. Traditional 401(k): Where to Put Your Money for Retirement?

Strategic Planning 130

Strategic Planning Medicine Economy Consulting 130