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Wednesday, September 23S&P 7,706 ▼0.8%Gold $4,323 ▼1.2%Bitcoin $84,334 ▼2.2%Oil $93 ▲2.4%Local weather…

You Can’t Retire Early if You Don’t Solve This Piece of the Puzzle

Before you leave work, make sure this one key point is covered.

2h ago The Motley Fool

Applying Fiduciary Principles To Demonstrate Value And Build Client Trust During 401(k) Rollover Conversations

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 […]

10h ago

Michael Kitces

Trending on RetirelyLive

Based on what our newsroom wire is covering in the last 6 hours

Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months: #FASuccess Ep 508 With Nate Hoskin

Welcome everyone! Welcome to the 508th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Nate Hoskin. Nate is the co-founder of SageContent, a platform that supports financial advisors in creating video marketing content. What’s unique about Nate, though, is how his own experience using video content to generate explosive client […]

1d ago

Michael Kitces

The 2027 Social Security COLA Will Be Announced on Oct. 14. Here’s the Number to Expect.

We're just weeks away from the official number, and it is likely to be larger than last year's

1d ago The Motley Fool

Here’s Why Retirees Need to Stop Wishing for a Giant 2027 Social Security COLA

A bigger raise is going to come at a cost.

1d ago The Motley Fool

Any Scholarship Or Financial Reward Comes At A Price

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 […]

1d ago

Rick Kahler

Here’s How Remarriage Could Affect Your Social Security Benefits

The rules are more complex than you'd expect.

2d ago The Motley Fool

What Sort of Retirement Can a $2 Million IRA Buy You?

While $2 million in savings could help you avoid financial struggles, it may not buy you a life of luxury.

2d ago The Motley Fool

Bear Market Survival Guide: Smart Moves Every Retiree Should Make

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.

2d ago The Motley Fool

Claiming Social Security at 62? Before You Do, There’s 1 Key Move You Have to Make

Make sure you can really afford that benefit cut.

2d ago The Motley Fool

Taking Equity In An Acquiring Aggregator: Weighing The Growth Opportunities Against Valuation And Illiquidity Risks

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 […]

2d ago

Michael Kitces

Here’s What Happens When You Open Too Many Credit Cards

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.

2d ago The Motley Fool

2 Things All Seniors Should Do Before the 2027 Social Security COLA Announcement

Getting this information together now will give you a head start on building your 2027 budget.

2d ago The Motley Fool

You Can’t Retire Early if You Don’t Solve This Piece of the Puzzle

Social Security’s Hidden Rule Too Many Retirees Don’t Know

Applying Fiduciary Principles To Demonstrate Value And Build Client Trust During 401(k) Rollover Conversations

Retiring at 55: How a CFP® Is Actually Investing for It

Social Security’s 2027 COLA Could Be 3.6%. Here’s Why That’s Not Necessarily Great News.

On the Hook for RMDs in Retirement? 2 Big Mistakes That Could Cost You.

If You’re 60 Years Old, Here Are 3 Retirement Moves You Should Be Making Today

Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months: #FASuccess Ep 508 With Nate Hoskin

The 2027 Social Security COLA Will Be Announced on Oct. 14. Here’s the Number to Expect.

Here’s Why Retirees Need to Stop Wishing for a Giant 2027 Social Security COLA

Any Scholarship Or Financial Reward Comes At A Price

Here’s How Remarriage Could Affect Your Social Security Benefits

What Sort of Retirement Can a $2 Million IRA Buy You?

Bear Market Survival Guide: Smart Moves Every Retiree Should Make

Claiming Social Security at 62? Before You Do, There’s 1 Key Move You Have to Make

Taking Equity In An Acquiring Aggregator: Weighing The Growth Opportunities Against Valuation And Illiquidity Risks

Here’s What Happens When You Open Too Many Credit Cards

2 Things All Seniors Should Do Before the 2027 Social Security COLA Announcement

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