Employee benefits are one of the most powerful parts of your overall financial plan, but also one of the most commonly overlooked. Statistics show that effectively managing your benefits can boost them up to 30% of your compensation each year. That’s a fantastic return on the time invested. In this …
Strategic Retirement Planning: What’s the Best Account for You?
Featuring Rick Winters and Andrew Busa
You’ve heard the names: Traditional IRA, Roth IRA, 401(k), brokerage account, health savings account. But which is the right one for you and your retirement plan? In this lively conversation, Vice President Rick Winters and Senior Financial Planner Andrew Busa discuss strategic ways to …
Saving for retirement is tough. Don’t make it any harder than it needs to be.
Retirement Savings Rules Have Changed: Unpacking the SECURE Act
Featuring Patrick Carlson, Bob Lepson and Geoff Turner
The SECURE Act, signed into law at the end of 2019, is the most significant new legislation affecting retirement investing in more than a decade. In this illuminating conversation, Vice President of Wealth Services Patrick Carlson sits down with Vice President Bob …
Iran Impacts: How Middle East Tension Affects Markets
FEATURING Jim Lowell and Brian Mackey
The specter of conflict with Iran has dominated headlines recently. Should it also determine your investment strategy? In this episode of The Adviser You Can Talk To Podcast, Chief Investment Officer Jim Lowell and Deputy Director of Research Brian Mackey break down the research on …
The Taxman Cometh: Required Minimum Distributions and Your Portfolio
Featuring Dina Milne and Alec Rosen
You spend your whole career growing your tax-deferred investment accounts like 401(k)s, 403(b)s and IRAs. And once you reach age 70½, the IRS requires that you start withdrawing your savings (thus giving Uncle Sam his annual income-tax cut) through what’s known as required minimum …
Vanguard vs. Fidelity: What Today’s Investor Needs to Know
Featuring Dan Wiener and Jim Lowell
Vanguard’s and Fidelity’s growth and evolution over the past 25 years have been astounding to watch, and we’ve been paying close attention all the while. Getting data on their managers and services was once like squeezing water from a stone, but today’s investors are …
Special Report
Estate Checklist
A Straightforward Guide to Preparing and Settling an Estate
Get the GuideAll About Roth IRAs
Featuring Andrew Busa and Rick Winters
Roth IRAs—you may have heard of this type of individual retirement account, but do you know how to use one? In this episode of The Adviser You Can Talk To Podcast, financial planning specialists Andrew Busa and Rick Winters give an in-depth explanation of …
Protect Yourself From Yourself: 5 Investing Biases to Know
Featuring Dan Wiener and Josh Jones
Every investor has unique needs and goals driving their investment strategy. But the behaviors that can derail that strategy are universal. Failing to recognize and factor these innate biases into your investment decision-making can lead to missed opportunities or compound missteps. You can’t control …
AdviseHer: Dealing With Divorce—How to Financially Survive (and Thrive)
Featuring Dina Milne, Kate Austin and Diana Linn
While younger couples are splitting up less often, the divorce rate for people 55 and older has tripled since 1990. These so-called “gray divorces” just before or during retirement emphasize the importance of knowing what you and your spouse have for assets …
Make Sure Your Charitable Giving Adds Up
Featuring Charlie Toole, Kari Wolfson and Rick Winters
At Adviser Investments, many of our clients are committed to supporting the causes that matter to them. Deciding on the best way to give can be a challenge, but it doesn’t have to be. In this episode of The Adviser You Can …
5 Key Questions: Finding the Right Estate Attorney for YOU
FEATURING DAVID MASTROIANNI, PATRICK CARLSON AND KARI WOLFSON
You’ve worked long and hard to build a legacy for your loved ones—you deserve the peace of mind that comes with knowing your wishes will be carried out. And there’s a lot more to it than merely drafting a will. Join our …
Your Legacy’s Instruction Manual: Trusts and How to Use Them
ANDREW BUSA, DINA MILNE AND PATRICK CARLSON
A trust might be the most powerful estate-planning tool you haven’t explored yet. And despite their reputation as a tool of just the very wealthy, they can be helpful for people across the income and wealth spectrum. Listen in to hear Adviser Investments’ …
Insurance Through the Ages: What Coverage Do I Need Now?
FEATURING CHRIS HAGAN, Andrew Busa AND VICTOR COLELLA
Insurance needs vary depending on what stage of life you’re in. But regardless of whether you’re just starting your career, building assets and raising a family, or headed into retirement, the world presents perils that require protection. And that’s where insurance comes …
