Retirement Visions Joins Redhawk Wealth Advisors
Wealth Management
JANUARY 8, 2024
The 10-person Retirement Visions team left Securities America to harness technology, compliance and administrative support by Redhawk Wealth Ventures.
RIA Roundup: NFP Acquires Divergent Wealth Advisors
Wealth Management
SEPTEMBER 22, 2023
NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week.
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Webinars
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
As the Number of 401(k) Plans Grows, Why Are RPAs Shrinking?
Wealth Management
DECEMBER 18, 2023
Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.
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Adviser links: a unique experience
Abnormal Returns
NOVEMBER 18, 2024
Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. advisorperspectives.com) 7 areas where advisers may be falling short with retired clients. podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life.
#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers
Nerd's Eye View
FEBRUARY 25, 2025
In this episode, we talk in-depth about why Jennifer’s firm has taken an approach to grant equity rather than require buy-ins (and intends for every employee to either have equity, or at least a path to equity if they’re still new), how Jennifer’s firm sets individual performance targets for its client-facing wealth advisors to earn (..)
Adviser links: humble projections
Abnormal Returns
JULY 10, 2023
Podcasts Meb Faber talks with Blake Street is a Founding Partner and CIO of Warren Street Wealth Advisors. larrykotlikoff.substack.com) The biz Goldman Sachs ($GS) has snagged another custodian client, NewEdge Wealth. larrykotlikoff.substack.com) A real-life example of balancing differing wants in retirement. wsj.com)
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From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche
Nerd's Eye View
JULY 10, 2023
As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Jason then pivoted to offering financial planning services for those nearing or entering retirement, which required the firm to retrain its staff on the ins and outs of retirement planning.
Adviser links: the RMD mentality
Abnormal Returns
AUGUST 5, 2024
Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors.
Workplace Retirement Voice: Why Wealth Advisors Should Embrace Workplace Retirement Plans
Advisor Perspectives
SEPTEMBER 24, 2023
For many wealth advisors, workplace retirement plans are either a burden or an afterthought, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He and his team explore why embracing these plans can benefit their practice, and their clients.
10 Expenses to Include in Your Retirement Budget
WiserAdvisor
OCTOBER 4, 2022
Retirement planning can be a bit complex. Given the complexity and magnitude of things necessary for a comfortable retirement, starting planning from a young age is also essential. At the age of 30, your daily expenses can significantly differ from what you would need in retirement. Ten retirement expenses to keep in mind: 1.
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#FASuccess Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors, With Jaime Benedetti
Nerd's Eye View
AUGUST 6, 2024
Welcome to the 397th episode of the Financial Advisor Success Podcast ! Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 My guest on today's podcast is Jaime Benedetti.
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What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
Darrow Wealth Management
JANUARY 16, 2025
Non-retirement assets like stocks in a brokerage account, inherited home , antiques/art/collectables, or other real estate, are generally eligible for a step-up in cost basis. Retirement accounts and IRAs do not receive a stepped up basis. Darrow Wealth Management is afee-only financial advisory firmand full-timefiduciary.
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Welcoming Francheska Ruiz and Chad Williamson to Our Advisory Team
Tobias Financial
APRIL 1, 2025
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. With nearly 10 years of experience working with high-net-worth individuals in the fee-only Registered Investment Advisor space, Chad is dedicated to helping clients navigate complex financial decisions.
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Do You Still Need A Financial Advisor After You Retire?
WiserAdvisor
AUGUST 31, 2023
Financial advisors play a crucial role in assisting you before your retire. They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Here are 5 benefits of hiring a financial advisor after you retire: 1.
Unlocking the Treasure Chest: The Growing Opportunity of 401(k) Plans for Wealth Advisors
Advisor Perspectives
OCTOBER 2, 2024
Explore the significant opportunities for wealth advisors in managing 401(k) plans. Our Mike Dullaghan explains how these plans can help both advisors and clients with financial growth and retirement planning.
Driving Convergence Between Retirement and Wealth
Advisor Perspectives
MAY 11, 2024
Legislation is driving a renewed focus on workers without workplace savings plans, creating opportunities for both wealth advisors and retirement specialists. Our Retirement Strategist Mike Dullaghan discusses the trends.
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A Season of Gratitude, Celebrations, and Forward Thinking
Carson Wealth
JANUARY 22, 2025
It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief. Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar.
9 Year-End Planning Tips from a Wealth Planner
Carson Wealth
DECEMBER 8, 2023
Many states also exempt retirement income, which may include Social Security. However, retirement income is generally included for income related monthly adjustment amount (IRMAA) computations to determine if supplemental payments are due for Medicare Part B and Medicare Part D premiums.
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Navigating Tariffs: What They Mean for Your Personal Finances
Tobias Financial
MARCH 11, 2025
In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation.
Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.
Tobias Financial
APRIL 11, 2024
We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.
The Succession Conundrum: How Advisors Can Balance Legacy and Liquidity
Diamond Consultants
DECEMBER 16, 2024
Namely, even when senior advisors have a rockstar inheriting advisor in place, these Gen 2 advisors seldom have the capital at hand to facilitate the purchase of the book in a timely and orderly fashion. After all, shouldnt the retiring advisors be compensated fairly for their lifes work? But is that fair?
New Year, New Wealth: A Guide to Financial Resolutions for 2025
Zoe Financial
DECEMBER 28, 2024
For instance, I will contribute an additional $10,000 to my retirement fund this year or I will pay off my $15,000 credit card balance by December 2025. Allocate funds for savings, retirement, and an emergency fund while leaving room for meaningful indulgences. An advisor can help you stay accountable and adapt to lifes changes.
Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically
Steve Sanduski
APRIL 8, 2025
Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life.
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How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. Working with an independent firm can reduce the risk of receiving biased advice.
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Don’t Fade Away as You Age: Robert & Badass Retirement Featured in MarketWatch
Pacifica Wealth
JULY 31, 2023
Robert was recently featured in MarketWatch , where he discussed how to overcome the hurdles of Average Retirement and embrace a full life filled with more meaning, fulfillment and adventure. With longer life expectancies, retirement can last as long as 40 years. Then retire full-time,” Pagliarini said. See what you like.
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Financial Planning for the Latino Community
Tobias Financial
OCTOBER 12, 2023
Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges.
Nearing Retirement and Falling Behind in Savings
Tobias Financial
JANUARY 20, 2023
Our Wealth Advisor, Franklin “Franko” Gay , is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. In summary, shoring up your financials in the decade or less before retirement can be a daunting task when you feel you have a shortfall in assets.
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5 Reasons to Start Retirement Planning Early
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.
#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown
Nerd's Eye View
JANUARY 10, 2023
Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
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Why It Is Never Too Early to Start Retirement Planning
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.
What To Do With The Money From The Sale Of Your Business
Darrow Wealth Management
OCTOBER 28, 2024
Are you planning to retire? Going from running a company to suddenly retired can be a difficult transition for some people. After the transaction is complete, consider ways to protect and grow the wealth you’ve built. Will you retire after selling the business? This is the best way to stress-test a retirement plan.
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The 15 Best Financial Advisor Websites
FMG
OCTOBER 14, 2022
Financial Freedom Wealth Management Group. Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirement planning services. Special attention to design makes information easy to absorb. .” – Julia Carlson, Financial Freedom Wealth Management Group. Peabody Wealth Advisors.
Maybe Market Outperformance Doesn't Matter
Random Roger's Retirement Planning
MAY 10, 2023
When you get close to retirement, you know what will matter? What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings. That's the difference between a great season/successful retirement outcome and a poor result.
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Is Gen-X Doomed?
Random Roger's Retirement Planning
MAY 18, 2023
Bloomberg did a survey and found that Generation-X does not feel like it will be "financially prepared for retirement." Anyone closer to the younger edge of Gen-X could probably benefit by cutting expenses now, the impact of that could compound over the next 20+ years as they approach a normal retirement age.
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Managing Sudden Wealth
Darrow Wealth Management
JUNE 14, 2023
There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.)
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Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
Darrow Wealth Management
AUGUST 28, 2023
With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Here are tips from sell-side business advisors on what to do (and not do) when selling a business. Be sure to involve your wealth advisor in discussions around deal terms too.
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The Institute for the Fiduciary Standard: Millennials: The Future of Financial Planning – Wednesday 9/21 @ 3:00 PM EST (Virtual)
Tobias Financial
SEPTEMBER 16, 2022
Moreover, she will explore the topics of technology, working through Covid and baby boomer retirements from the millennial perspective. . To join the virtual event, visit: [link] .
How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group. I would leave your name out of the headline if your firm name has your own name in it since that keyword is already accounted for in your name.
Are You Holding Too Much Cash?
Darrow Wealth Management
MARCH 17, 2025
That’s often the difference between having enough money to retire, and not. Schedule a consultation with a wealth advisor to discuss investing extra cash The post Are You Holding Too Much Cash? appeared first on Darrow Wealth Management. For long-term investors, only stocks have reliably outpaced inflation.
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From Tax Season to Team Growth: A Look at Q1 at Carson Wealth Pella
Carson Wealth
APRIL 9, 2025
Advocating for Financial Professionals in Iowa Zach Vande Weerd, Associate Wealth Advisor, represented our firm at the Iowa CPA Day at the Iowa State Capitol. Whether you’re looking to fine-tune your investment strategy, plan for retirement, or discuss financial goals, our team is here to help.
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What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. In working with your wealth advisor, you’ll want to consider some of these questions. Do you want to retire?
What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. In working with your wealth advisor, you’ll want to consider some of these questions. Do you want to retire?
Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson
Steve Sanduski
MARCH 8, 2023
Guests: Bill Keen, Founder and CEO , and Matt Wilson, President and Chief Investment Officer , of Keen Wealth Advisors discuss the discovery meeting process. The checklist systems mentality the Keen Wealth Advisors team brings to their discovery meetings so nothing is missed.
Serving First-Generation Immigrant and First-Generation American Clients
Tobias Financial
APRIL 5, 2023
They often possess significant amount of wealth, are highly educated and skilled but unsure what to do when it comes to financial planning. Their idea about money and retirement tends to be very different due to various factors.
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