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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

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Personal finance links: putting in the reps

Abnormal Returns

(axios.com) Getting insurance is going to be a barrier to rebuilding in LA. wsj.com) On the growth of university-affiliated retirement communities. ft.com) Retirement The sequence of returns matters most in the first few years of retirement. mr-stingy.com) Should you get your insurance coverage re-quoted?

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Personal finance links: a very simple philosophy

Abnormal Returns

(axios.com) Insurance What you need to know about auto insurance coverage. flowfp.com) How much umbrella insurance do you need? wsj.com) Retirement Seven factors when choosing the best retirement location. kindnessfp.com) So many Americans are lacking a 'third leg' to their retirement stool.

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Paying for Health Care in Retirement

Carson Wealth

When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. . Of course, there are always the everyday household expenses to account for in your post-retirement budget. Ways to Start Planning Early for Retirement Health Care Costs.

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Balancing Multiple Residences: Navigating Tax Considerations, Legal Documentation, and Insurance Coverage for Snowbirds

Ballast Advisors

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Review your coverage limits and consider factors such as driving habits and annual mileage. Broadridge Investor Communication Solutions, Inc.

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. Without a solid plan, you risk drifting without direction.

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8 Financial Planning Tips for Small Business Owners

Carson Wealth

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Consulting a financial advisor can help you optimize your retirement plan based on your financial goals.