While a financial advisor might prefer to manage all of a client’s investible assets, when clients participate in a workplace retirement plan such as a 401(k), the assets in the plan typically can’t be moved to a new managed account while the client remains employed there. A key moment for an advisor, then, occurs when […]
Michael Kitces
A bigger raise is going to come at a cost.
By Rick Kahler, originally published at Financial Awakenings. A full ride academic or athletic scholarship is the gold standard for college funding, an unrealistic dream for many families and an achievement to celebrate for a few. A recent conversation with one of those scholarship recipients gave me a new perspective on that dream. The post […]
Rick Kahler
The rules are more complex than you'd expect.
While $2 million in savings could help you avoid financial struggles, it may not buy you a life of luxury.
You have two choices during a bear market: Panic or make the most of it. Here's how retirees may profit by sticking it out.
Make sure you can really afford that benefit cut.
Although many advisors looking to sell their practices are ready to retire and cash in on the enterprise value they’ve spent their careers building, an increasing number of advisors are selling and staying, choosing to sell either because they believe they can grow faster by joining a larger firm with more capabilities or services, or […]
Michael Kitces
Most Americans have one or two credit cards. Here's what changes when you open far more, and how to keep every account under control.
Getting this information together now will give you a head start on building your 2027 budget.
There's no one-size-fits-all answer to the question of when to claim benefits, but here are a few facts to keep in mind.
Sorry, retirees -- you'll have to sit tight a bit longer.
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