When Independence May Not Be the Right Fit for Advisors
Something interesting is happening in wealth management: Independence has become so successful that, in some circles, it’s starting…
How Advisors Can Help Women Close the Giving Purpose Gap
Financial advisors often default to a prescriptive mode: Do this, don’t do that. Just sign here. It goes…
Every Year a Retired Couple Leaves the $47,500 Tax-Free Space Empty, About $5,700 of Tax Moves Into Their 70s. Most Leave It Empty for Ten Years
Retired couples often assume doing nothing costs nothing, but the quiet years between the last paycheck and the…
Social Security’s 3.6% COLA Forecast for 2027 Brings Mixed Signals for Retirees
Key Points The Senior Citizens League’s current COLA estimate is 0.3% lower than in May. The annual COLA…
Ed Slott’s Retirement Tax-Planning Strategies: Don’t Waste Your Low-Tax Years
Key TakeawaysWithholding taxes from retirement withdrawals can simplify tax payments and help avoid penalties.Retirees should take advantage of…
Modern Wealth Acquires $710M RIA Sanchez Wealth Management Group
Modern Wealth Management, an acquisitive registered investment advisor co-founded by former United Capital executives, has acquired Sanchez Wealth…
Most Advisors Never Ask Clients to Consolidate Assets
Most advisors would welcome the chance to manage a greater share of their clients’ assets, yet a majority…
Social Security Faces Steep Benefit Cuts for Couples Without Reform
Many people rely on Social Security for a good portion of their retirement income. Unfortunately, seniors could soon…
Rule of 70 for retirement: How this simple formula helps estimate when savings may double
Planning for retirement requires careful consideration of how quickly your savings can grow over time. This estimate can…
As KiwiSaver balances hit new milestone, tell us much you have and how much you want by retirement – Stuff
As KiwiSaver balances hit new milestone, tell us much you have and how much you want by retirement StuffFirst-home…
8th Pay Commission: 5 key demands raised by Chennai GPO Pensioners Forum
The 8th Pay Commission concluded its meetings in Chennai on 7 and 8 September. It was a key…
Lessons for a happy retirement from a year interviewing Ireland’s top leaders – The Irish Times
Who am I when I’m no longer working every day? Am I still a professional if I’ve retired…