"Financial Advisor Magazine" Articles

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Weekend Reading: Working with Your Clients to Solve the Annuity Puzzle

June is National Annuity Awareness Month, and it couldn’t have come at a more opportune time. Annuities are having a moment right now

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Weekend Reading: Why Is the Market Going Down?

Despite an overall healthy economy, you might be wondering: Why is today’s market outlook telling a different story? The volatility we’ve seen draws down to a multitude of factors, and understanding those can help you gain more clarity on how they impact your retirement portfolio.

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Weekend Reading: Is It Really Better to Control Our Emotions?

When it comes to investing, you might have heard it’s best to separate your emotions from your financial decisions; however, doing so causes you to eliminate your life’s worth of wisdom.

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Weekend Reading: Stocks Don't Rise or Fall Because of Interest Rates

If news headlines of the Fed raising short-term interest rates has you feeling frazzled – particularly in relation to the market – here’s your signal to remain calm.

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Weekend Reading: Can Your Portfolio Outsmart the Three Fed Bears?

As inflation continues to remain a front-running financial concern of individuals across the U.S., this article takes a look at three outcomes (or Fed bears, told Goldilocks style) that could occur as a result of rising costs.

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Weekend Reading: Avoiding the Social Security Tax Torpedo

While tax planning for the greatest long-term efficiency in retirement, be wary of increasing taxable income. Upon doing so, there are two major situations you could find yourself in, both of which are discussed by past Retire With Purpose podcast guest, Wade Pfau, here.

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Weekend Reading: It's Now or Never for Backdoor Roths

The most recent proposal of the Build Back Better Plan submitted on November 19 now eliminates both the regular backdoor Roth and mega-backdoor Roth tax strategies beginning in 2022 for everyone, regardless of income.

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Weekend Reading: Are Longevity Assumptions Obsolete?

The odds are in your favor when it comes to living longer; however, that also means creating a retirement income stream you don’t outlive is more imperative than ever.

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Weekend Reading: For Happiness in Retirement, Forget About Your Kids and the Fancy Car, Advisors Say

What’s the secret recipe for a happy retirement? According to a recent Morningstar panel, it includes three things: Having enough money, having relationships with your peers and community, and having your health.

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Weekend Reading: The Retirement Rush

A global pandemic has the power to bring about a plethora of abrupt life transitions, and for many baby boomers, that included stepping into retirement earlier than expected.