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Social Security’s 2027 COLA Is Officially the 5th-Largest in 35 Years — but This Doesn’t Tell the Full Story

Social Security’s 2027 COLA Is Officially the 5th-Largest in 35 Years — but This Doesn’t Tell the Full Story

Social Security beneficiaries will see their monthly payouts grow by 3.6% in 2027.

The Motley Fool
Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm: #FASuccess Ep 511 With Ashlee deSteiger

Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm: #FASuccess Ep 511 With Ashlee deSteiger

Welcome everyone! Welcome to the 511th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ashlee deSteiger. Ashlee is the co-owner of Gunder Wealth Management, an RIA based in Birmingham, Michigan, that oversees approximately $150 million in assets under management for 100 client households. What’s unique about Ashlee, though, is how […]

Michael Kitces
How Many Days of Your Life Does Your Home Cost?

How Many Days of Your Life Does Your Home Cost?

By Rick Kahler, originally published at Financial Awakenings. What if you measured the cost of your home in workdays instead of dollars? Discover a different way to evaluate housing expenses and decide whether your home is worth the time and money you spend on it. The post How Many Days of Your Life Does Your […]

Rick Kahler
What Information Prospects Actually Seek When Choosing An Advisor

What Information Prospects Actually Seek When Choosing An Advisor

A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is effective? Many advisors look to their prospect calls for the answers: who shows up, and what do they ask about? This is a helpful starting point, but it may […]

Michael Kitces