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Weekend Reading For Financial Planners (May 18-19)

Nerd's Eye View

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. Diversification lies at the heart of investment planning. It also minimizes errors and oversights.

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Weekend Reading For Financial Planners (Jan 14-15)

Nerd's Eye View

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. Why relying on Treasury Inflation-Protected Securities (TIPS) to support the bulk of retirement income needs could be risky.

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Weekend Reading For Financial Planners (August 26-27)

Nerd's Eye View

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed

Nerd's Eye View

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

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42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. A little planning now avoids big headaches later. And My Portfolio Guide, LLC will be right here, cheering you on. New year, new financial you? Absolutely.

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Identifying the four stages of transition for widows 

Million Dollar Round Table (MDRT)

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.