Planning
Showing 50 results of 1163
Stress Test Your Retirement Plan: Because Life Happens
Jun 03 2025
The higher your stress test score, the more likely your retirement plan will hold steady in a crisis....
kiplinger.com
An Expert's Guide to the Estate Planning Documents Everyone Needs
Jun 03 2025
Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse....
kiplinger.com
Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser
Jun 03 2025
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family....
kiplinger.com
Planning for Essential Expenses in Retirement
Jun 03 2025
One of the basic tenets of the Actuarial Approach recommended in this website is to fund the present value of expected essential expenses in retirement with non-risky assets/investments like: Social S...
howmuchcaniaffordtospendinretirement.blogspot.com
Beyond Missing: Targeting Unresponsive Participants in Retirement Plans
Jun 02 2025
Tom Hawkins says this silent subset of participants presents unique challenges that require…...
401kspecialistmag.com
How the One Big Beautiful Bill Act Could Reshape 529 Plans
Jun 01 2025
Trump's budget-reconciliation package could change 529 plan rules as early as this summer. What does that mean for you?...
kiplinger.com
Ditch the Fear: A Guide to Embracing Retirement Preparedness
Jun 01 2025
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
kiplinger.com
How One Widow Nearly Missed Out on $213,000 in Social Security
May 30 2025
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
kiplinger.com
How do business owners retire?
May 29 2025
I’m 57 planning to retire at 62. I earn over $100,000 a year working one day a week on the business. I work another day or two doing maintenance around the building. At 62 I plan to shift to mai...
reddit.com
Sorry, But AI Alone Doesn't Cut It for Financial Planning
May 29 2025
Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch....
kiplinger.com
Process Over Panic: What You Should Pay Attention To
May 28 2025
? Show Notes In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is u...
share.transistor.fm
What Trump's Big Beautiful Bill Act Means for Seniors
May 28 2025
Trump's tax plan could mean a higher deduction but reduced health care benefits for older Americans....
money.usnews.com
Solo Agers Can Benefit By Planning A Move Before A Crisis Hits
May 27 2025
Solo agers (and all older adults) can avoid crisis decision making about housing by planning early for supportive, community-based living....
forbes.com
18 Side Hustles You Can Start With No Money or Experience
May 27 2025
Most people think they need money, skills, or some online course to start making extra income. That’s false. You don’t need a business plan, a fancy degree, or a TikTok following. You need...
dadisfire.com
Eight Ways to Financially Plan Your Way Through Challenging Times
May 24 2025
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty....
kiplinger.com
Family Farmers Raising Retirement Funds with New Vestwell Partnership
May 23 2025
Collaboration with Wayne-Sanderson Farms creates Group of Plans retirement program tailored…...
401kspecialistmag.com
Sens. Introduce Bipartisan Bill to Encourage Automatic Enrollment
May 23 2025
The Auto Reenroll Act would allow plan sponsors to reenroll non-participants into their…...
401kspecialistmag.com
Young investors turn to Roth IRAs for retirement planning
May 23 2025
The potential for tax-free growth makes Roth IRAs an attractive option for younger savers who have decades to maximize investments....
empower.com
What You Expect in Retirement vs What You Get: Where Reality Can Surprise You
May 22 2025
A financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that....
kiplinger.com
The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries’ Inheritance (Estate Planning Series Finale)
May 22 2025
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritanc...
sites.libsyn.com
'The Best Is Yet to Come' — Four Things You Gain in Retirement
May 21 2025
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks....
kiplinger.com
Thinking About Buying a Boat? 10 Things to Know First
May 21 2025
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad....
kiplinger.com
The Future Of Retirement Planning May Start With A Blood Draw
May 19 2025
A new Alzheimer’s blood test reveals how predictive health data could reshape the future of retirement planning, longevity preparedness, and financial decisions....
forbes.com
Building Personal Resilience Through Adaptive Financial Planning
May 18 2025
Adaptive financial planning isn’t just about reacting but proactively preparing for a range of possibilities that could lead to an increasing range of positive outcomes....
forbes.com
Right Capital Alternatives: RightCapital vs. Boldin and Other Tools
May 18 2025
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options. The post Right Capital Alternatives: RightCapital vs. Boldin and Other ...
boldin.com
In Your 50s? We Need to Talk About Long-Term Care
May 18 2025
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later....
kiplinger.com
Real Life Planning: Can You Start Saving for Retirement at 50 (or Later) and Comfortably Retire at 62? (Yes!)
May 16 2025
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)! The post Real L...
boldin.com
Challenges of Financial Planning: 8 Reasons Why It’s So Hard and Also So Worth It
May 16 2025
Worried you aren't doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties. The post Challenges of Financial Planning: 8 Reasons...
boldin.com
Long-term care costs can derail retirement plans. Here's how to manage them
May 16 2025
A new Morningstar study found that long-term care costs can dramatically impact retirement plans, with 41% of households projected to run out of money when such expenses are incurred....
financial-planning.com
New Bill Would Lower Age to Contribute to 401(k)s to 18 from 21. What You Need to Know
May 16 2025
The bipartisan Helping Young Americans Save for Retirement Act would lower the minimum age for participants in workplace retirement plans from 21 to 18....
kiplinger.com
The Rule of 240 Paychecks in Retirement
May 15 2025
The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely....
kiplinger.com
Two Estate Planning Issues You Should Never Overlook
May 15 2025
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth....
kiplinger.com
Six 401(k) Perks You May Not Know About
May 15 2025
401(k) plans have gotten an upgrade over the years. Here's a look at what your plan may offer....
kiplinger.com
Are You Planning To Retire In 2025?
May 15 2025
If you're planning to retire in 2025, and you have questions or some concerns with the current economic environment . . . you may want to listen in on our conversation as we discuss different aspects ...
retirementroadmappodcast.podbean.com
How to Turn Education Planning Into Retirement Planning
May 13 2025
Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement....
kiplinger.com
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
May 13 2025
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines...
401kspecialistmag.com
‘Boomerang’ Kids Could Influence Parent’s Retirement Plans
May 13 2025
Thirty-eight percent of parents providing financial support to their adult children say it…...
401kspecialistmag.com
The Thinking About Retirement Edition
May 13 2025
On this episode of \"Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social ...
forbes.com
Trump’s Drug Pricing Plan Won’t Lower US Costs
May 13 2025
President Trump’s executive order aimed at lowering the prices of prescription drugs in the US is unlikely to reduce them very much at all....
forbes.com
Post-Tax Season Planning Ideas
May 13 2025
Unlike tariffs, taxes are an area where investors do have control to improve their financial lives....
forbes.com
The 3 Parts to a Perfect Estate Plan – Part 2c: Common Mistakes & Oversights
May 13 2025
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
sites.libsyn.com
Five Estate Planning Steps From a Wealth Adviser to Protect Your Family
May 12 2025
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
kiplinger.com
Congress Considering $15 Million Permanent Exemption
May 11 2025
Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?...
forbes.com
Legacy Planning: More Than Just Money (Ep. 18)
May 10 2025
What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting? Join Ryan and Tyson Thacker, the Retirement Brothers from…...
bossretirement.com
You Could Live a Century. Here's How to Plan for Your Retirement.
May 09 2025
Your retirement planning needs a longevity check, according to a new study. Here's what you can do....
kiplinger.com
Plan Your Retirement And Improve Your Mental And Physical Health
May 09 2025
You’ll feel better if you address a top source of stress for pre-retirees and retirees—worry about your finances....
forbes.com
Four Tips for Mastering a Financial Security Mindset
May 08 2025
This financial professional's mom helped him learn that financial security is more than making money — it's about cultivating a mindset that will help you stick to an investment plan even when t...
kiplinger.com
Suozzi Looks To Trim Costs Of His Public Long-Term Care Insurance Plan
May 08 2025
Among the ideas on the table: Simplifying the benefit structure and switching from a cash benefit to one that reimburses people for their out-of-pocket expenses....
forbes.com
The 'Rule of Four Futures' in Retirement
May 07 2025
The 'Rule of Four Futures' plans for the retirement you expect — and the ones you don’t. Because 'you don't get to choose the curveballs life throws you.'...
kiplinger.com
Social Security quietly backtracks on 100% clawback plan
May 07 2025
Social Security beneficiaries may welcome the withholding rate reduction, but financial advisors say the back-and-forth policy changes threaten to erode public confidence in the agency....
financial-planning.com
Popular Topics
Filter content by these topic groups:
About Planning
Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.
Here are some steps you can take to start planning for retirement:
Determine your retirement goals: Consider how much you will need to live on during retirement, where you want to live, and what you want to do in retirement.
Calculate how much you will need to save: Use online retirement calculators or speak with a financial planner to determine how much you will need to save to reach your retirement goals.
Start saving and investing: Contribute to a retirement account, such as a 401(k) or IRA, and consider speaking with a financial advisor about the best investment options for you.
Review and adjust your plan regularly: As your financial situation and retirement goals change, be sure to review and adjust your retirement plan accordingly.
It's never too early to start planning for retirement. The sooner you start saving and investing, the more time your money has to grow and the more prepared you will be for retirement.