/
i How it works Log In Sign Up

News

I Know I’ll Get Some Social Security in Retirement. Here’s Why I’m Planning Like I Won’t.

I Know I’ll Get Some Social Security in Retirement. Here’s Why I’m Planning Like I Won’t.

Social Security isn't disappearing, but it'll probably look different in the future.

The Motley Fool
7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More

7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More

The third quarter of 2026 has seen a historic climb in interest rates, a new Federal Reserve rate hike cycle, and oil prices surging back above $100 a barrel. Given this combination of developments, many investors might have assumed that equity markets would struggle heading into year-end. Yet the S&P 500 notched its 27th record […]

Michael Kitces
What Is Coast FI, and Can You Stop Saving for Retirement?

What Is Coast FI, and Can You Stop Saving for Retirement?

By Wes Moss, originally published at Capital Investment Advisors. I love seeing younger Americans think seriously about retirement, saving, and compound growth. So I understand the appeal of Coast FI—short for Coast Financial Independence. The idea is straightforward: Save enough early, and your investments may have time to grow toward your retirement goal without you […]

Wes Moss
Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients: #FASuccess Ep 510 With Michael Yoder

Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients: #FASuccess Ep 510 With Michael Yoder

Welcome everyone! Welcome to the 510th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Yoder. Michael is the founder of Yoder Wealth Management, an RIA based in Walnut Creek, California, that oversees approximately $400 million in assets under management for 64 client households. What’s unique about Michael, though, is […]

Michael Kitces
What a Less Dominant America Might Mean For Your Money

What a Less Dominant America Might Mean For Your Money

By Rick Kahler, originally published at Financial Awakenings. International diversification has long been part of a balanced investment strategy. Rick Kahler explores why looking beyond U.S. stocks may matter more than ever in today’s changing global economy. The post What a Less Dominant America Might Mean For Your Money first appeared on Kahler Financial. Rick […]

Rick Kahler