Reframing the Social Security Claiming Decision for Married Couples
For married couples, correctly answering the question, "When should we begin to take our Social Security benefits?" is critical in planning for retirement because it's not just one life to consider, but two. Let's face it ... nobody wants to leave Social Security dollars on the table. It's enough to truly make one's head spin! Learn how to help your clients reframe the Social Security claiming decision.
What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
Illustrations or diagrams of a clients' wealth transfer plan can help provide clarity into dense estate documents to help with implementation. Learn how to create a glance into their estate and the way it flows together to build the legacy they envision.
Educate Your Heirs
Why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.
The Promise of a New Career: Understanding the Finances of Your New Job
You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs.
Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom
Many see investing as the key to financial success, but it's budgeting that really unlocks the door. Wealth Advisor Bethany Ketron on how to balance your current expenses and future goals in just six steps.
Make life easier in 2020
Got goals? Wealth Advisor Connie Brezik looks at a practical way to remove obstacles, solve problems, and find peace in 2020.
Active Management’s Persistent Failure to Persistently Outperform
Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard.
Which Factors Guide Investors’ Decisions on Asset Allocation?
Larry Swedroe looks at a study that breaks down how investors apply key motivations and beliefs when they're making financial decisions.
Recency Bias Erodes Discipline and Destroys Investor Returns: Reconsidering Reinsurance
Resisting recency bias, writes Larry Swedroe, is the key to earning the premiums available from all risk assets, including reinsurance.
Turning a Saver Into a Spender
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement.
