29 July 2021
What Fee-Only Financial Advice Really Means and Why It Matters
Things to consider when it comes to fee-only financial advice
Retirement Optimism Jumps, Along with Demand for Advice
Plan participants' confidence about achieving their retirement goals has risen sharply since the start of the pandemic, along with their interest in financial advice
Clients Are Overlooking Annuities For Retirement Income, Panelists Say
With protracted low interest rates, retirees have taken extra risks to try to generate yield on their money. That means they are moving it out of fixed-income securities and into equities, often without even considering annuities as a potential higher yielding fixed-income substitute
Warren Buffett On Up-Front Recruiting Checks
A casino will always allow you to make a quick buck today because the owners know the...
What Are the Odds Your Client Will Need Long-Term Care?
The report said that for an average 50-year-old couple, costs will be significantly higher...
You Should Know Your Spouse's Answers to These 4 Retirement Questions
Staying in communication is key to staying on track for your goals
Your Money: Saving is Key to Growing Wealth; Here’s How to Start
Prioritizing and setting aside money for retirement is the first step toward meeting your...
Embracing the Subscription Fee Model Gives Clients More Options
Advisors are seeking ways to adapt their offerings to meet changing client needs,...
Financial Decision Making Worsens With Age. Here’s How to Help Your Future Self.
Things to consider to help you with your finances
Key Financial Planning Considerations For Current Tax Reform Proposals
Planning ahead will be critical because all of the strategies take time to design and...
Boosting Participant Engagement in DC Plans
Karen Witham, with DCIIA, discusses how effective communication strategies can help...
15 Tips for Those Within 10 Years of Retirement
Things to do to improve your future
7 Steps to Take Now to Catch up on Retirement Savings
You not only can be prepared for the next financial crisis, but can build a solid...
Tweets by @RetireBetter
What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice...
As clients continue to reach different financial milestones, it is good to check in on the...
A panel of experts expressed support for a SECURE Act 2.0 package and said expanding...
The SECURE Act 2.0 offers savings stimuli to employees and employers alike in the form of...
SEC Adjusts 'Qualified Client' Threshold for Advisor Performance Fees
The SEC approved Thursday increasing the thresholds of the assets-under-management test...
How to Know If You’re Prepared for Early Retirement
Early retirement planning comes down to saving enough money to cover your annual...
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