Abnormal Returns

JANUARY 17, 2024

peterlazaroff.com) Robin Powell talks retirement planning with Justin King author of "The Retirement Café Handbook: Nine Accelerators for a Successful Retirement." wggtb.substack.com) Your financial education never really ends. Podcasts Barry Ritholtz talks investor incompetence with Prof. David Dunning.

Retirement 257

Retirement Retirement Planning Insurance Education 257

Nerd's Eye View

SEPTEMBER 9, 2022

Also in industry news this week: As broker-dealers increasingly offer fee-based planning services, RIAs are responding by enhancing their own service offerings, and offering alternative fee structures to differentiate themselves from the competition.

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Education 246

The Chicago Financial Planner

FEBRUARY 6, 2022

In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement. Get started . Are you self-employed ?

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

Nerd's Eye View

DECEMBER 16, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Nerd's Eye View

AUGUST 5, 2022

We also have a number of articles on retirement planning: How the variability in annuity payouts across annuity providers has exploded in 2022, creating an opportunity for advisors to add value to clients by comparison shopping across insurance companies. What advisors need to know about the new IAR continuing education requirements.

Financial Planner 246

Financial Planner Compliance Insurance Financial Advisor 246

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.

Clients 98

Clients Financial Planning Planning Retirement Planning 98

Tobias Financial

APRIL 1, 2025

Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 52

The Chicago Financial Planner

DECEMBER 5, 2021

Generally these firms use a prototype plan and there are very few regulatory or administrative requirements until your account balance reaches the $250,000 level. Just like a 401(k) plan with an employer, the Solo Roth 401(k) option allows larger Roth contributions than the Roth IRA limits. Roth options are available.

Retirement Planning 155

Retirement Planning Retirement Financial Planner Accounting 155

Validea

MARCH 14, 2023

In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planner 52

Integrity Financial Planning

AUGUST 28, 2022

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. A Will vs. a Trust.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Fortune Financial

JULY 28, 2022

You cannot sell the securities within the retirement plan, then move cash to a brokerage account and purchase the same shares at that point. Another major point is that the retirement plan must be empty within the calendar year as a lump sum distribution. This would negate the NUA benefit. Cost Tradeoff.

Taxes 98

Taxes Planning Retirement Planning Distribution 98

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

JANUARY 10, 2023

Plan sponsors can help with education and new solutions. Financial professionals, advisors and consultants can help plan sponsors understand how guaranteed lifetime income investment options may fit into their investment line-up. That represents a 22% uptick from 2021.

Retirement Planning 52

Retirement Planning Retirement Planning Consulting 52

Validea

APRIL 24, 2023

In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at the inputs that are used, how the simulation works and how to interpret the results.

Retirement Planning 52

Retirement Planning Retirement Financial Planner Planning 52

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.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

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.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Truemind Capital

MAY 3, 2024

Here is what we need to do: – Put your retirement corpus as a top priority, over your children’s education/marriage or buying a fancy house/car. Remember, you will get loans for almost every big financial event but not for your retirement. Ignorance is no bliss in this case. appeared first on Investment Blog.

Retirement Planning 52

Retirement Planning Retirement Planning Education 52

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. If not perhaps you are taking more risk than you had planned.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

FMG

MARCH 3, 2025

For example, if you post about how you helped a client save for their childs college education, ask followers to share their own financial wins or challenges. Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? Lets break it into manageable steps together.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

FMG

FEBRUARY 13, 2025

In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. It’s a win-win for you and the experts.

Clients 52

Clients Planning Education Communication 52

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.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Validea

MARCH 27, 2023

We discuss the Roth vs. traditional IRA debate, the importance of avoiding lifestyle creep, how to think about how much you need for retirement, the benefits of Monte Carlo simulation and a lot more.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planner 52

FMG

FEBRUARY 13, 2025

In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. It’s a win-win for you and the experts.

Clients 52

Clients Planning Education Communication 52

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

Financial Planning 95

Financial Planning Clients Planning Education 95

The Chicago Financial Planner

NOVEMBER 8, 2021

For example, your plan might call for a 60% allocation to stocks but with the gains that stocks have experienced you might now be at 70% or more. Financial Planning is vital. If you have a financial plan this is an ideal time to review it and see where you are relative to your goals. NEW SERVICE – Financial Coaching.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Fortune Financial

FEBRUARY 28, 2023

It’s designed to help people with high-deductible insurance plans pay their out-of-pocket medical costs, but can also be surprisingly effective as a retirement savings tool. For a High Deductible Health Plan (HDHP), current law limits the maximum out-of-pocket expenses to $15,000 for a family and $7,500 for an individual.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

The Chicago Financial Planner

FEBRUARY 5, 2022

Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. Take stock of where you are. NEW SERVICE – Financial Coaching.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Conferred Degrees.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

WiserAdvisor

NOVEMBER 4, 2022

In addition to this, you can save more and plan for more significant purchases with greater ease. For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. Is financial planning for dual-income families different from others? 7 Tips for dual-income families.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

Your Richest Life

NOVEMBER 26, 2024

Do you know when you want to retire? Are you saving enough for the retirement you want? According to the National Center for Education Statistics, around 6% of college students are 40 years old or older. The average retirement age has been increasing over the past few decades, from 57 in 1991 to 62 in 2024.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

The Chicago Financial Planner

FEBRUARY 8, 2023

This is part of the bigger picture of taxes in retirement. Its important for retirees to understand how taxes will impact their retirement finances and to include this in their retirement financial planning. Your situation may differ. NEW SERVICE – Financial Coaching.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

The Chicago Financial Planner

AUGUST 24, 2021

Investments should be made after careful planning to ensure that they are part of a strategy that is right for you. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. Beware the rush job. If an advisor is insistent that you invest NOW, be very leery. FINANCIAL WRITING.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

MainStreet Financial Planning

JANUARY 18, 2023

Just thinking about becoming a parent, sets off worries about how to save for a college education. In 2022, the average American paid between about $100,000 – $200,000 for a four-year college education. College is a big expense to plan for so the sooner you get started the better. Retirement is a big expense as well.

Education 52

Education CFP Retirement Planning 52

FMG

SEPTEMBER 16, 2022

Meeting with your clients outside of the office and getting them engaged with your community planning is crucial for establishing strong relationships. Educational, social, and networking events are critical to client retention and each does a different job when it comes to growing your brand. Educational Events.

Clients 108

Clients Food Education Retirement Planning 108

Good Financial Cents

JANUARY 24, 2023

The Roth IRA vs traditional IRA – they’re basically the same plan, right? While they do share some similarities, there are enough distinct differences between the two where they can just as easily qualify as completely separate and distinct retirement plans. Not exactly. The most basic requirement is that you have earned income.

Retirement Planning 122

Retirement Planning Retirement Taxes Distribution 122