Abnormal Returns

MARCH 5, 2025

Podcasts Jim O'Shaugnessy talks about the art of retirement with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." bogleheads.podbean.com) Dan Haylett talks with Bob Laura about building 'retirement intelligence.' (thecollegefinanciallady.com) Personal finance The U.S.

Retirement 162

Retirement Financial Planning Education Taxes 162

Wealth Management

JUNE 21, 2023

This Annuity Awareness Month, educate your clients on all their retirement savings options.

Education 293

Education Retirement Clients 293

Nerd's Eye View

SEPTEMBER 6, 2023

However, these benefits do not automatically extend to other types of retirement accounts (such as IRAs), the protection for which varies by state. For instance, qualified plan assets (e.g., tenancy by the entireties and community property).

Education 246

Education Assets Clients Estate Planning 246

The Chicago Financial Planner

OCTOBER 21, 2021

Saving for retirement is a major undertaking for most of us. Health savings accounts (HSA) provide another vehicle to save for retirement. An HSA can serve as an additional retirement savings vehicle on top of your IRA or 401(k) to help cover healthcare and other retirement expenses. Click To Tweet. The Bottom Line.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Abnormal Returns

AUGUST 14, 2024

50fires.com) Steve Chen talks financial education with Tim Ranzetta, founder of Next Generation Personal Finance. nytimes.com) Retirement Six myths in retirement including 'You don't need a financial advisor.' morningstar.com) When should people near retirement de-risk their portfolio?

Tax Planning 281

Tax Planning Retirement Financial Advisor Education 281

Abnormal Returns

DECEMBER 23, 2024

(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Retirement Retirement from farming is just different. crr.bc.edu) Early retirement often leads to taking Social Security early. citywire.com) Retirement Retirement from farming is just different.

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional. Leadership Award. FSP established the Kenneth Black Jr.

Ethics 138

Ethics Retirement Planning Education CFP 138

The Chicago Financial Planner

JANUARY 17, 2022

Annuities are often touted as the “cure” for all that ails your retirement. In the case of Executive Life, thousands of annuity recipients were impacted in the form of greatly reduced annuity payments which in many cases permanently impacted the quality of their retirement. Not sure if your investments are right for your situation?

Retirement 185

Retirement Insurance Financial Planner Taxes 185

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

Taxes 246

Taxes Retirement Clients Estate Planning 246

Abnormal Returns

APRIL 24, 2024

(ritholtz.com) Jim Dahle talks with Britt Williams Baker, who is the co-founder of Dow Janes, a company focused on financial education for women. whitecoatinvestor.com) Retirement Retirement is filled with all sort of irreversible decisions. nytimes.com) How time feels more precious in retirement.

Insurance 263

Insurance Math Retirement Education 263

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." youtube.com) Retirement How to spend your time in retirement guilt-free. humbledollar.com) 25 things to consider for retirement.

Retirement 257

Retirement Retirement Planning Insurance Education 257

Wealth Management

MAY 16, 2023

The idea behind baby bonds is to establish trust funds for children when they’re born, allowing the money to grow over time and then be accessed in young adulthood for wealth-building purposes like education, buying a home, starting a small business or saving for retirement.

Education 233

Education Planning Retirement 233

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.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

Abnormal Returns

OCTOBER 9, 2023

Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions.

CFP 299

CFP Financial Planning Education Planning 299

Abnormal Returns

SEPTEMBER 4, 2023

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. thinkadvisor.com) UHNW individuals don't want to talk about traditional retirement. thinkadvisor.com)

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

Education 246

Education Financial Advisor Planning Clients 246

Abnormal Returns

MAY 26, 2024

caia.org) Policy How the Retirement Savings for Americans Act (RSAA) would help lower income workers. nytimes.com) A better educated police force is a good thing. (axios.com) By this measure, the futures industry is shrinking. pionline.com) How Baltimore became the overdose capital of America.

Financial Advising 267

Financial Advising Economy Education Media 267

Abnormal Returns

SEPTEMBER 18, 2023

wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise.

Planning 264

Planning Financial Advice Wealth Management Math 264

The Chicago Financial Planner

NOVEMBER 8, 2021

As someone saving for retirement , what should you do now? The PBS Frontline special The Retirement Gamble put much of the blame on Wall Street and they are right to an extent, especially as it pertains to the overall market drop. Approaching retirement and want another opinion on where you stand? Review and rebalance .

Retirement 130

Retirement Marketing Marketing Financial Planner 130

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. Contribute to a 529 College Savings Plan Contributions to a 529 plan grow tax-free, and withdrawals for qualified education expenses are also tax-free.

Taxes 98

Taxes Medical Consulting Education 98

Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Clients 246

Clients Financial Advisor Education Retirement 246

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

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

Financial Planner 240

Financial Planner Financial Advisor License Retirement 240

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.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Nerd's Eye View

OCTOBER 23, 2024

This argument is particularly common in the financial independence and personal finance space, with financial educators like Ramit Sethi being a notable critic. One key starting point is to acknowledge that technically, all spending reduces the total amount that a person could have saved and had available for retirement.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

The Better Letter

APRIL 6, 2023

Realistic Retirement Planning My children have consistently (and kindly) remarked about how grateful they are to have been able to graduate (with honors) from fine universities without any debt. Our retirement planning took a hit to do so. Thanks for reading. However, achieving that goal came at a cost.

Retirement Planning 102

Retirement Planning Retirement Planning Financial Planning 102

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?

Retirement 122

Retirement Taxes Retirement Planning Accounting 122

Nerd's Eye View

JANUARY 13, 2025

We're also further expanding our more 'deep-dive' educational programs. , and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

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 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. That means you should plan for your retirement savings to last at least 18 years, if not more.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

Nerd's Eye View

SEPTEMBER 9, 2022

More states are adopting continuing education requirements for investment advisers, with three states establishing rules that must be followed by the end of 2022. From there, we have several articles on practice management: A new company aims to train the next generation of planners and provide a valuable outsourced service to advisory firms.

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Education 246

Abnormal Returns

MAY 24, 2023

wsj.com) Aging What you can learn from a 'retirement mastermind group.' thisisthetop.substack.com) What's the point of financial literacy education? (peterlazaroff.com) Trusts What is the difference between a personal representative and trustee? obliviousinvestor.com) When should you name a professional trustee? fastcompany.com)

Distribution 245

Distribution Financial Planning Education Retirement 245

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. There are a number of retirement plan options to consider.

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

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 21, 2022

the ideal size for an emergency fund, how much income should really be saved for retirement, etc.), Though many potentially valid criticisms of this process tend to concern technical details (e.g.,

Financial Planning 246

Financial Planning Planning Financial Advice Clients 246