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Advisor News

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News, trends and helpful peer advice for financial advisors.

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October 1, 2023

When clients seek Social Security advice

Clients find Social Security confusing. Here are some case studies that can help them make the best decisions on maximizing benefits.

Commentary: The real cost of the Fed’s interest rate hikes

September 29, 2023

The Federal Reserve's policy-setting meeting in late September brought the expected news on interest rates: no change for now, but a possible increase before 2024 as the Fed feels its way toward the vaunted "soft landing" that cools inflation without driving the economy into recession. But before making any further decisions on rates, the Fed should consider…

September 29, 2023
Miniature doctor figure surrounded by various medical equipment as well as coins, with "Rising Health Costs" superimposed.

Advisors must help clients plan for rising health care costs in retirement

While government spending on Medicare has been stable, the program’s beneficiaries continue to see their out-of-pocket health care costs increase – and those costs will keep going up.

September 28, 2023
Image of graphic lines with "+ vs -" superimposed. Report-examines-pros-cons-of-direct-indexing.

Report examines pros, cons of direct indexing

Recent research sheds new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies.

2/3 of employees say student loan repayments will derail retirement plans

September 27, 2023

Employees ages 45+ with student loan debt have or are considering taking several steps to manage upcoming repayments — with some being more detrimental to their long-term financial strategy than others.

September 27, 2023
Image of bills and coins falling from the sky and laying on the ground with the words "Insured Retirement Institute."

IRI study: Consumers seek secure income, asset protection

Concern about inflation and retirement income is leading consumers to prioritize asset protection over growth, according to new research.

Paul Brahim named 2024 president-elect of the Financial Planning Association

September 27, 2023

Brahim is managing director and senior vice president at Wealth Enhancement Group in Pittsburgh, Pa.

Study: RIAs say clients are worried about retirement

September 27, 2023

Impacts of inflation, geopolitical instability, and healthcare costs on retirement portfolios may be fueling client curiosity about how to protect income in retirement

David McRae: Financial potholes to avoid

September 27, 2023

Consider this– if you save $1.00 at age 20, it will be worth $5.84 by age 65, according to calculations by Vanguard. If you invest that same $1.00 at age 55, it will be worth just $1.48 by age 65. If you save $375 per month over a 45- year career, you'll be a millionaire at retirement.

All Hail the Roth IRA!

September 27, 2023

I was a lot younger then and figured that if my account grew by 11% annually over the next few decades, I'd retire with more than $6 million— tax-free! —D. C. W., Valparaiso, Indiana. The Fool Responds: Wow— $6 million is a great goal and would provide most of us with an extremely comfortable retirement.

September 26, 2023
Image shows the words "Cash Flow King" and a pic of a person with a long nose.
SEC investigators say Matthew Motil ripped off investors.

SEC: Afghanistan vet, cancer researcher victimized in ‘Cash Flow King’ Ponzi scheme

Matthew Motil, host of the podcast, “The Cash Flow King,” fraudulently raised approximately $11 million from more than 50 investors in a Ponzi scheme, the Securities and Exchange Commission said.

Majority of Americans worry about higher taxes on 401(k)s and IRAs

September 26, 2023

As present fears about a big market crash or recession persist, Americans also are increasingly worried about taxes on retirement income from 401(k)s and IRAs increasing in the future, according to the 2023 Q3 Quarterly Market Perceptions Study from Allianz Life.

Biden ESG rule survives challenge from 25 red states

September 25, 2023

In the ruling, Judge Matthew Kacsmaryk of the Northern District of Texas, a Trump appointee, granted the administration's petition to dismiss a lawsuit by 25 Republican state attorneys general, led by Texas's Ken Paxton and Utah's Sean Reyes. The Biden administration had earlier sought to move the lawsuit to Washington, D.C., but the Northern District denied…

September 25, 2023

Making your money last: The two-bucket investment approach

A “two-bucket” strategy that has been proven to help one’s money last through retirement.

September 22, 2023

Succession Planning: mentorship and strategic planning

By Danielle J. Genier and Ryan J. Perkins This article is a summary of part of the 2023 MDRT Annual…

Social Security overpaid billions to people. Now, it’s demanding the money back

September 22, 2023

A year ago, she was earning $862 a month and receiving about $1,065 in monthly Social Security disability benefits when a letter arrived from the federal government. The Social Security Administration had been overpaying her, the letter said, and wanted money back. "Social Security should be to help people, not to destroy them," said Addie Arnold, Worrell's aunt and…

Convicted murderer Alex Murdaugh pleads guilty to 22 federal financial fraud charges

September 22, 2023

Disgraced South Carolina attorney Alex Murdaugh entered guilty pleas to 22 financial fraud counts involving clients, his own law firm and others who trusted him over 10 years, totaling millions of dollars. The guilty pleas entered in federal court in Charleston, S.C., was yet another blow to the once powerful attorney from a prominent legal family who is already…

September 22, 2023

Navigating the marketing rule: Lessons from recent SEC enforcement action

The SEC’s Modernized Marketing Rule is complex. What advisors must know in order to be compliant.

Layin' It on the Line: Social Security alone may not be enough to retire on

September 21, 2023

As you approach your golden years, you might think, "I've got my Social Security and my 401; I'm set for retirement." But did you know relying solely on these financial streams could leave you in hot water? Let's unpack this critical issue to ensure that you're comfortable in your retirement years and leave a lasting legacy for your loved ones.

Successfully aging in place requires planning and awareness

September 21, 2023

This area is home to The Third Act, a group of independent professionals who focus on those 60 and older and provide products and services that will help them successfully age in place throughout their retirement years. United Way of the Cape Fear Area and The Third Act have recently teamed up to do educational seminars together for the senior community.

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