ThinkAdvisor in da house.
November 30, 2024 at 7:34 PM
ThinkAdvisor in da house.
www.thinkadvisor.com
Trump Republican Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts
BYE BYE SOCIAL SECURITY?
Trump Republican Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts
BYE BYE SOCIAL SECURITY?
Investment News & Analysis for Financial Advisors | ThinkAdvisor
ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.
www.thinkadvisor.com
December 3, 2024 at 8:46 PM
www.thinkadvisor.com
Trump Republican Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts
BYE BYE SOCIAL SECURITY?
Trump Republican Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts
BYE BYE SOCIAL SECURITY?
I’m a reporter with ThinkAdvisor and BenefitsPRO. So I can follow up: What’s your source? (Example: a news article? If so, which one?) If you can’t be named and know this through unofficial channels: One way to get more attention for this might be to ask a union like AFGE to post something.
April 1, 2025 at 8:28 PM
I’m a reporter with ThinkAdvisor and BenefitsPRO. So I can follow up: What’s your source? (Example: a news article? If so, which one?) If you can’t be named and know this through unofficial channels: One way to get more attention for this might be to ask a union like AFGE to post something.
Social Security Fairness Act Benefit Increases Could Take a Year: SSA - ThinkAdvisor
Source: ThinkAdvisor #SocialSecurity
Source: ThinkAdvisor #SocialSecurity
January 27, 2025 at 10:44 PM
Social Security Fairness Act Benefit Increases Could Take a Year: SSA - ThinkAdvisor
Source: ThinkAdvisor #SocialSecurity
Source: ThinkAdvisor #SocialSecurity
Yep! There's this one for example.
New Bipartisan Bill Raises Social Security SSI Savings Caps | ThinkAdvisor
The caps haven't been raised since 1984, the bill's sponsors say.
www.thinkadvisor.com
December 4, 2023 at 4:45 PM
Yep! There's this one for example.
Hi Everyone: I was quoted extensively today in an industry article on new DOL regs re how financial advisors handle sales involving qualified funds (retirement accounts). It is always a pleasant surprise when a writer can make me sound half-way intelligent.
www.thinkadvisor.com/2024/04/25/i...
www.thinkadvisor.com/2024/04/25/i...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
Annuity distribution veterans, regulation backers and harsh critics look at what comes next.
www.thinkadvisor.com
April 25, 2024 at 8:46 PM
Hi Everyone: I was quoted extensively today in an industry article on new DOL regs re how financial advisors handle sales involving qualified funds (retirement accounts). It is always a pleasant surprise when a writer can make me sound half-way intelligent.
www.thinkadvisor.com/2024/04/25/i...
www.thinkadvisor.com/2024/04/25/i...
The Social Security Administration must now recalculate benefits for nearly 3 million people formerly affected by the WEP & GPO, with no extra funding from Congress, our Maria Freese tells #ThinkAdvisor.
#SSFA #SSA #WEP #GPO www.thinkadvisor.com/2025/01/27/s...
#SSFA #SSA #WEP #GPO www.thinkadvisor.com/2025/01/27/s...
Social Security Fairness Act Benefit Increases Could Take a Year: SSA
Budget and staffing constraints will slow the implementation of the new law, the Social Security Administration says.
www.thinkadvisor.com
January 27, 2025 at 8:10 PM
The Social Security Administration must now recalculate benefits for nearly 3 million people formerly affected by the WEP & GPO, with no extra funding from Congress, our Maria Freese tells #ThinkAdvisor.
#SSFA #SSA #WEP #GPO www.thinkadvisor.com/2025/01/27/s...
#SSFA #SSA #WEP #GPO www.thinkadvisor.com/2025/01/27/s...
We've endorsed Senator Blumenthal's bill to increase #SocialSecurity COLAs. "It would go a long way toward protecting #seniors from the ravages of inflation," our CEO tells ThinkAdvisor. @thinkadvisor.bsky.social @melaniewaddell.bsky.social @blumenthal.senate.gov
www.thinkadvisor.com/2025/10/28/n...
www.thinkadvisor.com/2025/10/28/n...
New Bill Would Change How Social Security COLAs Are Set
The Boosting Benefits and COLAs for Seniors Act would adjust benefits based on either CPI-W or CPI-E, whichever is greater.
www.thinkadvisor.com
October 28, 2025 at 8:24 PM
We've endorsed Senator Blumenthal's bill to increase #SocialSecurity COLAs. "It would go a long way toward protecting #seniors from the ravages of inflation," our CEO tells ThinkAdvisor. @thinkadvisor.bsky.social @melaniewaddell.bsky.social @blumenthal.senate.gov
www.thinkadvisor.com/2025/10/28/n...
www.thinkadvisor.com/2025/10/28/n...
Many who rely on SS as their only source of income and are unable to work are really very upset, and very scared.
www.thinkadvisor.com/2024/01/17/b...
www.thinkadvisor.com/2024/01/17/b...
Bill to 'Fast Track' Social Security Cuts Is Up for Debate This Week | ThinkAdvisor
Critics blast the Fiscal Commission Act as an attempt to slash Social Security and Medicare behind closed doors.
www.thinkadvisor.com
January 18, 2024 at 5:36 PM
Many who rely on SS as their only source of income and are unable to work are really very upset, and very scared.
www.thinkadvisor.com/2024/01/17/b...
www.thinkadvisor.com/2024/01/17/b...
💡 New research via ThinkAdvisor & David Blanchett shows retiree spending drops ~20%, yet satisfaction rises with age. Nearly 90% are content, challenging fears of a “retirement crisis” and highlighting that fulfillment isn’t just about money.
www.thinkadvisor.com/2025/05/22/s...
www.thinkadvisor.com/2025/05/22/s...
Spending Drops in Retirement, but Satisfaction Doesn't: Blanchett
The PGIM researcher finds some good news for clients who may need to cut back.
www.thinkadvisor.com
July 4, 2025 at 9:39 PM
💡 New research via ThinkAdvisor & David Blanchett shows retiree spending drops ~20%, yet satisfaction rises with age. Nearly 90% are content, challenging fears of a “retirement crisis” and highlighting that fulfillment isn’t just about money.
www.thinkadvisor.com/2025/05/22/s...
www.thinkadvisor.com/2025/05/22/s...
Beyond AUM Recognized as Finalist in 2026 ThinkAdvisor Luminaries Awards for Innovative RIA Services#United_States#Chicago#Beyond_AUM#RIA_Matchmaking#Growth_Advisory
Beyond AUM Recognized as Finalist in 2026 ThinkAdvisor Luminaries Awards for Innovative RIA Services
Beyond AUM has been named a finalist in the ThinkAdvisor 2026 Luminaries Awards for its innovative succession planning model, emphasizing lasting legacy.
third-news.com
September 24, 2026 at 12:55 PM
Beyond AUM Recognized as Finalist in 2026 ThinkAdvisor Luminaries Awards for Innovative RIA Services#United_States#Chicago#Beyond_AUM#RIA_Matchmaking#Growth_Advisory
House Panel Advances Resolution to Kill DOL Fiduciary Rule at.law.com/KRZW8j?cmp=s...
All Republicans care about is how to get more money to their campaign donors... screw the consumer.
All Republicans care about is how to get more money to their campaign donors... screw the consumer.
House Panel Advances Resolution to Kill DOL Fiduciary Rule | ThinkAdvisor
The Congressional Review Act resolution disapproves Labor's new fiduciary rule and now moves to the full House.
at.law.com
July 10, 2024 at 8:42 PM
House Panel Advances Resolution to Kill DOL Fiduciary Rule at.law.com/KRZW8j?cmp=s...
All Republicans care about is how to get more money to their campaign donors... screw the consumer.
All Republicans care about is how to get more money to their campaign donors... screw the consumer.
Been with vanguard since 2016. I started with their robo advisor last year. Nice simple way to invest in old you, outside your employer. The robo advisor asks about your goals and dies the rest of the work for you
Fees are lower than most
www.thinkadvisor.com/2024/09/04/v...
Fees are lower than most
www.thinkadvisor.com/2024/09/04/v...
Vanguard Chops Robo-Advisor Minimum to $100 | ThinkAdvisor
Vanguard said it aims to boost investor access to the Digital Advisor platform.
www.thinkadvisor.com
September 4, 2024 at 11:50 PM
Been with vanguard since 2016. I started with their robo advisor last year. Nice simple way to invest in old you, outside your employer. The robo advisor asks about your goals and dies the rest of the work for you
Fees are lower than most
www.thinkadvisor.com/2024/09/04/v...
Fees are lower than most
www.thinkadvisor.com/2024/09/04/v...
The Daily Upside has hired John Manganaro as a senior reporter: talkingbiznews.com/media-news/d...
Daily Upside hires Manganaro as a reporter - Talking Biz News
The Daily Upside, which covers business and investing, has hired John Manganaro as a senior reporter. He has been with ThinkAdvisor as a senior reporter for more than three years. Manganaro previously...
talkingbiznews.com
February 17, 2026 at 1:56 PM
The Daily Upside has hired John Manganaro as a senior reporter: talkingbiznews.com/media-news/d...
As expected. Now Trump's dumpster bill with tax cuts for the rich goes back to the House, where passage is less certain.
ThinkAdvisor: Trump’s Tax Bill Passes Senate
www.thinkadvisor.com/2025/07/01/t...
ThinkAdvisor: Trump’s Tax Bill Passes Senate
www.thinkadvisor.com/2025/07/01/t...
Trump’s Tax Bill Passes Senate
The House is expected to vote on the bill this week, but success is not guaranteed.
www.thinkadvisor.com
July 1, 2025 at 7:33 PM
As expected. Now Trump's dumpster bill with tax cuts for the rich goes back to the House, where passage is less certain.
ThinkAdvisor: Trump’s Tax Bill Passes Senate
www.thinkadvisor.com/2025/07/01/t...
ThinkAdvisor: Trump’s Tax Bill Passes Senate
www.thinkadvisor.com/2025/07/01/t...
New Post: Mary Buffett & The Difference Between Gifting Cash and Stocks
Mary Buffett & The Difference Between Gifting Cash and Stocks
In a recent Fortune article, which in turn referenced an older ThinkAdvisor interview, Mary Buffett shared an anecdote about how her former father-in-law Warren Buffett changed the way he gifted his family $10,000 every year, from cash to shares of stock:…
dlvr.it
December 13, 2024 at 10:53 AM
New Post: Mary Buffett & The Difference Between Gifting Cash and Stocks
A reasonably unbiased, point-by-point review of Trump's bill passed by the Senate. Pay particular attention to the carnage described under "Medicaid".
ThinkAdvisor: What’s in the Tax Bill That Just Passed the Senate
www.thinkadvisor.com/2025/07/01/w...
ThinkAdvisor: What’s in the Tax Bill That Just Passed the Senate
www.thinkadvisor.com/2025/07/01/w...
What’s in the Tax Bill That Just Passed the Senate
Key provisions include a deal to raise the limit on the state and local tax deduction to $40,000 a year.
www.thinkadvisor.com
July 1, 2025 at 7:42 PM
A reasonably unbiased, point-by-point review of Trump's bill passed by the Senate. Pay particular attention to the carnage described under "Medicaid".
ThinkAdvisor: What’s in the Tax Bill That Just Passed the Senate
www.thinkadvisor.com/2025/07/01/w...
ThinkAdvisor: What’s in the Tax Bill That Just Passed the Senate
www.thinkadvisor.com/2025/07/01/w...
Rpublican senators blocked from further action Thursday The Tax Relief for American Families and Workers Act of 2024
www.thinkadvisor.com/2024/08/01/g...
They claim America can't afford both Republican tax cuts for the rich and help for struggling families.
www.thinkadvisor.com/2024/08/01/g...
They claim America can't afford both Republican tax cuts for the rich and help for struggling families.
GOP Senators Block Tax Bill With 100% Bonus Depreciation | ThinkAdvisor
Republican senators stopped further action Thursday on The Tax Relief for American Families and Workers Act of 2024.
www.thinkadvisor.com
August 2, 2024 at 4:22 PM
Rpublican senators blocked from further action Thursday The Tax Relief for American Families and Workers Act of 2024
www.thinkadvisor.com/2024/08/01/g...
They claim America can't afford both Republican tax cuts for the rich and help for struggling families.
www.thinkadvisor.com/2024/08/01/g...
They claim America can't afford both Republican tax cuts for the rich and help for struggling families.
Thomas Ruggie's Innovative Approach to Wealth Management Recognized at 2026 ThinkAdvisor Luminaries Awards#USA#Thomas_Ruggie#Tavares#ThinkAdvisor#Destiny_Family_Office
Thomas Ruggie's Innovative Approach to Wealth Management Recognized at 2026 ThinkAdvisor Luminaries Awards
Thomas H. Ruggie of Destiny Family Office becomes a finalist in the 2026 ThinkAdvisor Luminaries Awards for excellence in wealth management innovation.
third-news.com
September 3, 2026 at 12:52 PM
Thomas Ruggie's Innovative Approach to Wealth Management Recognized at 2026 ThinkAdvisor Luminaries Awards#USA#Thomas_Ruggie#Tavares#ThinkAdvisor#Destiny_Family_Office
Ficomm Partners Named Finalist in Two Categories at ThinkAdvisor 2026 Luminaries Awards#United_States#Irvine,_California#ThinkAdvisor#Ficomm_Partners#HNW_Investor
Ficomm Partners Named Finalist in Two Categories at ThinkAdvisor 2026 Luminaries Awards
Ficomm Partners has earned finalist status in two categories at the prestigious ThinkAdvisor 2026 Luminaries Awards, acknowledging its impactful research.
third-news.com
August 26, 2026 at 10:28 PM
Ficomm Partners Named Finalist in Two Categories at ThinkAdvisor 2026 Luminaries Awards#United_States#Irvine,_California#ThinkAdvisor#Ficomm_Partners#HNW_Investor
I've never had issues with their customer service or using their website. Their digital advisor is pretty easy to use. Buying ETFs or individual stocks off the platform hasn't been difficult for me
www.thinkadvisor.com/2024/03/12/v...
www.thinkadvisor.com/2024/03/12/v...
Vanguard Watchers Baffled Over CEO's Retirement News | ThinkAdvisor
The leader of one of the world's largest asset managers announced his exit without naming a successor, inviting questions.
www.thinkadvisor.com
March 19, 2024 at 11:58 AM
I've never had issues with their customer service or using their website. Their digital advisor is pretty easy to use. Buying ETFs or individual stocks off the platform hasn't been difficult for me
www.thinkadvisor.com/2024/03/12/v...
www.thinkadvisor.com/2024/03/12/v...
“I think advisors need to say to their clients, ‘ ... you've made a ton of money, let's not be a hero.’”
Bob Doll Sees Stock Pullback in Early 2025
The Crossmark CEO talks to ThinkAdvisor about what to tell clients now and what surprised him most in 2024.
www.thinkadvisor.com
December 9, 2024 at 5:40 PM
“I think advisors need to say to their clients, ‘ ... you've made a ton of money, let's not be a hero.’”