Social Security can be complicated. Fortunately, our experts have answers to some of your most complex questions. In the final installment of a three-part series, wealth planning professionals Dina Milne and Alec Rosen take listener requests and cover some of the trickier aspects of Social Security, such as when to apply, eligibility rules and how and when you get paid.

If you missed our previous discussions on Social Security, you can click these links to catch up and learn more about When Should You File for Social Security? and How Will Social Security Benefit Me? Or for an even more detailed look at how Social Security can work hand in hand with your investment portfolio, please check out our special report, Social Security’s Role in Your Retirement.

The Social Security Administration can be long on paperwork and short on advice. If you have additional questions about your eligibility or when to tap into Social Security, don’t hesitate to contact us. We’re happy to help. And please subscribe to The Adviser You Can Talk To Podcast feed in your favorite podcast app—we’ll have more to come on the crucial issues that impact your retirement.

Deciding when or even if you should buy a home can be a complicated, emotional process—and it’s something more women are doing on their own than ever before.

In this episode of our AdviseHer podcast series, our presenters discuss the rise in female homeownership in recent years. They follow up by offering some tips drawn from their own and their clients’ experiences to help you determine what's right for you at your stage of life.

Topics include:

• Are you financially ready to buy on your own?
• Is buying worth it for you?
• When is it time to sell your home and downsize?

As retirees are living longer, their adult children are becoming a growing “Sandwich Generation,” not just raising their own families but also caring for their aging parents. While increased longevity is to be celebrated, the role reversal of children assuming more control over their parents’ affairs can be challenging for everyone involved. 

Join Account Manager Dina Milne and Account Executive Claudine Schrock as they outline the key steps for successfully starting the conversation and transitioning financial responsibilities. By working with your loved ones to create and commit to a plan before it’s needed, you’ll ensure they’re comfortable and well cared for while respecting their wishes.

Click here for the step-by-step guide, Helping Your Aging Parents, mentioned in this episode. And when you’re ready for more comprehensive planning, our Estate Planning Checklist, available by clicking here, is an indispensable resource.

You may not be able to count on the stock market always going up, but there’s never a bear market for college costs. Tuitions continue to climb—having an education savings plan is more important than ever.

Join Portfolio Manager Charlie Toole and two of our financial planning leaders as they discuss how to weigh the characteristics of 529 plans and UTMAs, financial aid considerations and and making adjustments to these investments as your future scholars grow up.

Thanks for listening. And to learn more about Adviser Investments' financial planning services, please click here.

Want to read more about 529 plans? Click here to read our exclusive report!

Every investor wants the market to be simple and predictable, and that’s led to numerous old Wall Street saws that regularly recur in the media. Ultimately, many of these myths come down to trying to predict the market—and that’s just not possible.

Join Chairman Dan Wiener, Director of Research Jeff DeMaso and Deputy Director of Research Brian Mackey as they pour cold water on market-timing myths with straightforward talk backed by hard data. There are no shortcuts in investing—steer yourself in the right direction with The Adviser You Can Talk To Podcast. 

Among the myths busted: 

• Has it really been a 10-year bull market?
• Sell in May and go away
• Gold as inflation protection
• Why real estate can’t stack up to the stock market in the long term
• And six more…

Wall Street’s favorite time of year isn’t spring, fall or Christmas—it’s earnings season. Just like the holidays, all that built-up anticipation may lead to outsized emotional reactions—stocks can soar or tumble depending on what companies report. But do quarterly earnings mean much over the long term?

Deputy Director of Research Brian Mackey and Equity Research Analyst Kate Austin break down what information goes into earnings reports—and what doesn’t—and help you understand the key facts to look for and others to tune out.

Investing gets all the press, but when it comes to your wealth’s well-being, financial planning is key to success. To manage your complete financial picture requires a parallel focus on your long-term investment returns and the lifelong process of setting goals and protecting against down markets and unexpected risks.

In this episode, Director of Research Jeff DeMaso and two of our financial planning leaders take a straightforward view of how to use investing and planning in tandem to your benefit.

After all, as Jeff mentions, the gulf between saving and investing over a lifetime is enormously consequential. Click here for an infographic that demonstrates what a difference it makes.

Thanks for listening. And to find out more about Adviser Investments’ financial planning services, please click here.

To celebrate Women’s History Month, Adviser Investments is pleased to announce AdviseHer, the first in a quarterly series of The Adviser You Can Talk To Podcast episodes that provide clear information about investing and financial issues that affect women.

In this inaugural episode, Research Analyst Liz Laprade is joined by Vice President Sue Irwin and Account Manager Diana Linn as they discuss some common themes facing women investors in today’s marketplace, as well as how to overcome these obstacles and specific questions women should ask if they’re looking for help with their portfolio.

Upcoming AdviseHer episodes of The Adviser You Can Talk To Podcast will cover the basics of investing and demystify the world of Wall Street to help listeners understand how investing can help them achieve financial security for themselves and their loved ones. And if you have any suggested topics you’d like our take on, let us know at [email protected]. We’d love your feedback!

While many of us may have 2018 tax returns on our minds, it’s not too soon to begin making tax-saving moves for 2019. Listen to Vice President Rick Winters and Financial Planner Victor Colella discuss seven key steps investors should consider as they look ahead to 2020.

If you like this podcast or are looking for some similar content, we think you might be interested in the following complimentary reports.

Key Financial Data: bit.ly/2T3np38
Making the Most of Your Charitable Giving: bit.ly/2Fa2hVj
Year-End Portfolio Checklist: bit.ly/2UFEku0

The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. We do not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

ESG investing has burst into the mainstream over the last decade and there are now many different approaches for investors to choose among. In this episode, Brian, Liz and Kate, three members of Adviser Investments’ research and investments team, break down the philosophy driving the different types of socially responsible investing and discuss how ratings firms screen companies for these types of portfolios. They then introduce two new ESG investment strategies recently launched by Adviser Investments, which you can read more about by clicking here: bit.ly/2U9Z1hu.