Wealth Management
8 articles
5 Retirement Income Strategies That's Working for Seniors in 2026
Planning for a secure and comfortable retirement requires a forward-thinking approach, especially as financial landscapes evolve. For seniors mapping out their financial futures in 2026, the focus has shifted towards str…
College Funding With John Mateyko as Part of a Broader Family Financial Plan
College funding should be integrated into a broader family financial plan, clearly defining contributions to avoid sacrificing other long-term goals like retirement. Fiduciary Financial Planner John Mateyko emphasizes aligning investments with college timelines and understanding the role of each funding source.
Why Digital Asset Protection Is the #1 Threat to Your AUM in 2026
Undocumented digital estates are the primary threat to financial advisors' AUM by 2026, leading to significant client attrition among heirs and widows during the Great Wealth Transfer. A holistic approach to safeguarding clients' digital lives, beyond traditional portfolio management, is crucial for advisors to remain indispensable.
How Intention.ly Builds a Cohesive Growth Engine to Fix Your Fragmented Marketing (Insider Look)
Financial services firms often struggle with fragmented marketing despite high growth optimism. Intention.ly solves this by building a cohesive 'growth engine' that integrates brand, communications, technology, and sales for unified, results-driven strategies.
From Complex Math to Solved: The Tom Hegna Approach to Secure Retirements
The retirement income planning problem presents a formidable challenge for even the most seasoned financial professionals. Crafting a strategy that provides sustainable, predictable income for life while navigating marke…
Why High-Net-Worth Advisor Fees Get Harder to Evaluate as Portfolios Grow
As high-net-worth portfolios grow larger and more complex, evaluating advisor fees becomes challenging due to layered costs beyond the headline advisory fee. The KeepMore Company helps investors examine, benchmark, and negotiate these fees to preserve wealth.
How Can I Get Guaranteed Retirement Income? IronHawk Financial Explains Their Proven Annuity Strategy
IronHawk Financial explains their proven annuity strategy to help pre-retirees and business owners achieve guaranteed retirement income. They specialize in fixed index annuities with income riders, offering principal protection and market-linked growth, which creates a reliable, lifelong income stream.
John Mateyko: The Ultimate Guide to Challenging Conventional Wisdom in Wealth Management
John Mateyko, a Fiduciary Financial Planner and Managing Partner of IDEX Financial, emphasizes a personalized approach to wealth management, moving beyond one-size-fits-all financial advice. With over two decades of experience, he helps clients navigate complex financial decisions by focusing on coordination, education, and long-term thinking.