Planning

Customer Services are Strained at the SSA. You Should Plan Around These Federal Holidays

Apr 17 2025

If you have a question or need information from a federal agency, check the federal holiday schedule to make sure you get your business done before they close....

kiplinger.com

‘Viserly’ Debuts as First Fully Automated, Scalable Participant Engagement Platform

Apr 17 2025

Freedom Fiduciaries’ Shane Hanson launches new company and software for retirement plan…...

401kspecialistmag.com

PEP Adoption Skyrockets Employer Satisfaction with Their Advisor, Retirement Plan

Apr 17 2025

New report finds 40% increase in satisfaction with the retirement plan’s advisor after…...

401kspecialistmag.com

Advisors

Gomez Reveals Fiduciary Red Flags that Catch DOL’s Eye

Apr 17 2025

Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about…...

401kspecialistmag.com

Creative Planning Buys $1B Monterey Private Wealth

Apr 17 2025

As part of the acquisition, Monterey Private Wealth will continue to operate out of its…...

401kspecialistmag.com

Wealth

Designing Your 'Immortal' Financial Plan

Apr 16 2025

Explore an approach that offers solutions for those navigating the intersection of longevity, fulfillment and financial security....

kiplinger.com

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Apr 16 2025

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up! The post Retirement Planning for Women: 10 Reasons Why You A...

boldin.com

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Apr 16 2025

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement. The post 100+ of the Best Books on Retirement Planning, Li...

boldin.com

Lifestyle

Books

Retirement Basics: Building Energy

Apr 16 2025

? Show Notes In this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently when the markets are anything but steady. He’s joined by Dr. Bob...

share.transistor.fm

Risks Threaten Retirement. Rewire Your Plans - 525

Apr 15 2025

How do you shift from saving through your entire working life to spending and really living in retirement, while at the same time dealing the risks of inflation, rising healthcare costs, and things li...

purefinancial.com

Risks

The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity

Apr 15 2025

Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it’s too lat...

sites.libsyn.com

Financial Planning's Paradox: Balancing Riches and True Wealth

Apr 13 2025

While enough money is important for financial security, it does not guarantee fulfillment. How can retirees and financial advisers keep their eye on the ball?...

kiplinger.com

Wealth

A Confident Retirement Starts With These Four Strategies

Apr 13 2025

Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis....

kiplinger.com

Retirement Planning for Couples: How to Plan to Be So Happy Together

Apr 12 2025

Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy....

kiplinger.com

Everyone Has A Plan…

Apr 12 2025

I’ve been thinking a lot about the current state of the markets. I feel bad for the folks who are freaking out, although I can see where they’re coming from. Most of the folks in my circle...

1500days.com

Markets Roller Coaster: Resist the Urge to Make Big Changes

Apr 11 2025

You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time....

kiplinger.com

Future Economic Possibilities: How You Can Prepare for Any Future Up or Downturn

Apr 11 2025

Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans. The post Future Economic Possibilities: How You Can Prepare for Any Future U...

boldin.com

My Bear Market Investment Game Plan: Adjusting the Strategy

Apr 10 2025

Creating an investment game plan is a crucial part of building lasting wealth. Without one, you're likely to accumulate far less over your lifetime. Now that the S&P 500 briefly corrected by 20% i...

financialsamurai.com

Strategy

Could You Use Net Unrealized Appreciation? Ep #201

Apr 10 2025

If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, Allison and I take a look at net unrealized apprecia...

financialsymmetry.com

Stick to the Plan: Don't Panic During Economic Uncertainty

Apr 09 2025

Take a breath and step back. Focus on a solid fiscal foundation to stabilize your investments during stock market volatility....

kiplinger.com

Retirement Basics: Asset Allocation

Apr 09 2025

? Show Notes In this episode, we break down the essentials of asset allocation and time management in retirement planning. Join us as we explore why it's crucial to focus on the basics rather than get...

share.transistor.fm

? SSA Walks Back Plan That Would Have Curbed Phone Claims (AARP Article)

Apr 09 2025

FROM THE ARTICLE: Social Security Eases Planned ID-Verification Requirements for Phone Applications. Vast majority of applicants won’t be forced to go to SSA office in person to apply for benefi...

community.aarp.org

How AI Will Impact Your Workplace Retirement Plan

Apr 08 2025

It's early days, but AI will bring new efficiencies and personalization to your workplace retirement plan....

kiplinger.com

Most Companies Are Still Committed to 401(k)s

Apr 07 2025

A MetLife study shows most companies are committed to 401(k) employee plans, even amid economic turmoil....

kiplinger.com

Cetera Launches Emergency Planning Guide for Financial Professionals

Apr 07 2025

The set of resources helps advisors support clients impacted by natural disasters and emergencies...

401kspecialistmag.com

The Awakening

Apr 07 2025

My goal is to retire in 1500 days at age 43. I am writing this on January 1, 2013, so if all goes according to plan, I’ll sail off into the sunset of early retirement in February of 2017, just i...

1500days.com

Early Retirement

Cetera and Wealth.com to Offer Estate Planning Tech

Apr 07 2025

The partnership comes at a time when more advisors look for services to help support them…...

401kspecialistmag.com

Wealth

How to Age-Proof Your Retirement Plan

Apr 05 2025

Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....

kiplinger.com

Retirement Planning for Couples With a Generation Gap

Apr 05 2025

Do you and your partner have different retirement timelines and attitudes to saving? It is possible to make plans together. This is how one couple did it....

kiplinger.com

As Tariff And Market Anxiety Rises, How Will Your Generation React?

Apr 04 2025

Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers....

forbes.com

Savings

Spending

How Building Liquidity Into Your Retirement Plan Can Pay Off

Apr 03 2025

To succeed in investing for retirement, you need time and discipline — liquidity can give you both....

kiplinger.com

Retirement Starts Today! with Benjamin Brandt

Apr 02 2025

Author Benjamin Brandt explains how retirement planning starts with the practice during your working years in order to prepare for a successful retirement...

keilfp.com

17 Retirement Planning Mistakes That Could Leave You Broke

Apr 01 2025

Retirement should be the time to enjoy life on your terms, not stress over money. But getting there takes more than wishful thinking. Without a solid plan, small missteps can turn into major financial...

dadisfire.com

Mistakes

Out Of Money

The Hidden Flaw in Monte Carlo Analysis That's Ruining Retirement Plans

Apr 01 2025

Many retirees focus on achieving a high Monte Carlo “probability of success” in retirement—but is chasing a 99% success rate always the best move? In this episode, James highlights a...

buzzsprout.com

Video: Get Started Series 1, A Tour of the Boldin Planner

Mar 30 2025

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Video: Get Started Series 1, A Tour of the ...

boldin.com

Taxes

Estate Planning When You Have International Assets

Mar 30 2025

Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics....

kiplinger.com

Three Essential Estate Planning Steps to Protect Your Nest Egg

Mar 29 2025

After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ones are provided for in the future....

kiplinger.com

Taxes in Retirement: 25 Terrific Tax Planning Tips for a Wealthier 2025 and Beyond

Mar 28 2025

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Taxes in Retirement: 25 Terrific Tax Planni...

boldin.com

Taxes

The 10 Best Life Expectancy Calculators and Why to Use One When Planning Your Retirement

Mar 28 2025

Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now! The post The 10 Best Life Expectancy Calculat...

boldin.com

Calculators

How To Avoid Estate Planning's Biggest Mistake

Mar 28 2025

Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....

forbes.com

A Smart Retirement Strategy for Business Owners Using Cash Balance Plans

Mar 27 2025

How is a cash balance retirement plan like a Kardashian? Everybody’s talking about them, and…...

401kspecialistmag.com

Strategy

How to Plan for Retirement When Your Child Has Special Needs

Mar 27 2025

When your child has special needs, your retirement plan should include a plan for when you'll no longer be able to care for them yourself. A five-step guide....

kiplinger.com

How to compromise on retirement planning?

Mar 27 2025

My husband and I have sold our home and purchased a new construction last year, but it’s not where I want to be long-term. I would like to retire elsewhere (south) and whenever I mention the loc...

reddit.com

Plan Your 2025 QCDs And RMDs Now

Mar 27 2025

The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right planning moves can reduce taxes for the year....

forbes.com

Rmds

Why Managed Accounts Outshine Target Date Funds As You Near Retirement

Mar 27 2025

It’s the most popular and successful feature in nearly every 401(k) plan. Yet, it can fail you just when you need it most: when you retire. How can you protect yourself?...

forbes.com

SEC Releases Updates on Marketing Rules

Mar 27 2025

How is a cash balance retirement plan like a Kardashian? Everybody’s talking about them, and…...

401kspecialistmag.com

? Social Security ➡️ Delays ⬅️ Plan to End Phone Applications (AARP Article)

Mar 27 2025

FROM THE ARTICLE: AARP opposes new ID-proofing rules that could force millions to file claims in person. By Andy Markowitz, AARP. Published March 26, 2025. In the face of opposition from AARP and an o...

community.aarp.org

Social Security

Could Tariff Turbulence Create Opportunities for Your Financial Plan?

Mar 27 2025

Tariffs are nothing new. They've been implemented at several points in U.S. history, including as recently as 2018. But there are a confluence of factors surrounding President Trump's current round of...

keenonretirement.libsyn.com

Should I Purchase an Annuity for My Child as Part of My Estate Plan?

Mar 26 2025

Never running out of money can be an attractive plan if you worry your child may run out of money. Is buying an annuity for them a good move? The post Should I Purchase an Annuity for My Child as Part...

whitecoatinvestor.com

Annuities