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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. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy.

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Weekend Reading For Financial Planners (November 4-5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

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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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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

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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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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 (Nov 5-6)

Nerd's Eye View

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.