Planning
Showing 50 results of 1121
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
Covered under employer plan until 65…what do I do about spouse?
May 07 2025
Spouse and I are covered under my prior employer’s plan under I turn 65. At that point coverage terminates and I become eligible for Medicare. However, spouse doesn’t turn 65 until 2 month...
reddit.com
What Buffett’s Exit Means
May 06 2025
Tens of thousands were on hand to see the billionaire announce his plans to retire. Their attention is already focusing on what is next for the conglomerate he built....
nytimes.com
Have a Retirement Question? AI Can Answer That
May 05 2025
AI is playing an increasing role in retirement planning. Here’s how some financial advisers are leveraging this new technology....
kiplinger.com
Can You Open A 401(k) Without An Employer? What You Need To Know Now
May 05 2025
No employer? No problem. Here’s how to open a 401(k) or similar retirement plan when you're self-employed or your job doesn’t offer one....
forbes.com
Couples In Retirement Need A Succession Plan Too—Just Ask Warren Buffett
May 05 2025
Warren Buffett’s Berkshire Hathaway succession announcement offers couples key lessons on planning for loss, household roles, and longevity in retirement....
forbes.com
The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations
May 05 2025
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
sites.libsyn.com
As the Market Seesaws, Should You Touch Your 401(K)?
May 04 2025
401(k)s are built for the long haul. Reacting emotionally in the short term can do serious long-term damage to your retirement plans....
kiplinger.com
Three Financial Planning Strategies for When Markets Fall
May 04 2025
Overall, stay the course, but these three strategies are ways investors can make market volatility work to their benefit....
kiplinger.com
Why Designated Beneficiaries Are Key to Your Estate Planning
May 04 2025
Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries....
nytimes.com
What If You Want To Switch Medigap Policies?
May 01 2025
Thinking about changing your Medigap plan? Learn when and how you can make a switch, and what rules might work in your favor....
forbes.com
Gift of planning my exit from work
Apr 30 2025
I am now on the count down to exiting in 11 months. I work a very remote job (rarely see a work mate) for a very small company with a cohort of folks planning to retire over a 5 year window. We've bee...
reddit.com
15 Estate Planning Terms You Need to Know
Apr 30 2025
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools....
kiplinger.com
? Social Security Retreats on Plan to Claw Back Overpayments (AARP Article)
Apr 30 2025
FROM THE ARTICLE: Social Security Retreats on Plan to Claw Back 100% of Benefits for Overpayments. SSA will now withhold up to half of benefits from those who owe for past payment errors. By Andy Mark...
community.aarp.org
Five Tips For Estate Planning in 2025
Apr 29 2025
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....
kiplinger.com
Don't Veer Off Course at the First Sign of a Squall in the Markets
Apr 29 2025
When markets go nuts and investor sentiment drops, you can keep your sanity by trusting in and sticking with your long-term plan....
kiplinger.com
A wave of ERISA lawsuits could alter workplace retirement plans
Apr 29 2025
Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers....
financial-planning.com
Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield
Apr 29 2025
The integration of guaranteed lifetime income solutions into workplace retirement plans…...
401kspecialistmag.com
Despite Interest in Lifetime Income Options, Plan Sponsors Lag Behind
Apr 29 2025
NAPA 401(k) Summit panel explores why lifetime income options remain in such low demand, and…...
401kspecialistmag.com
The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers
Apr 29 2025
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
sites.libsyn.com
Serious Medical Diagnosis? Four Financial Steps to Take
Apr 28 2025
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes....
kiplinger.com
To Stay on Track for Retirement, Consider Doing This
Apr 27 2025
Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement....
kiplinger.com
The 'Rule of 25' for Retirement Planning
Apr 26 2025
Try the simple calculation of the 'Rule of 25.' Because sometimes, a back-of-the-napkin idea is all you need to get started....
kiplinger.com
Within Five Years of Retirement? Five Things to Do Now
Apr 26 2025
If you're retiring in the next five years, your to-do list should contain some financial planning and, according to current retirees, a few life goals, too....
kiplinger.com
Ask the Editor: Reader Questions, April 25 — 529 plans
Apr 25 2025
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions related to 529 plans....
kiplinger.com
Retirement Planning is Complex: Get a Set of Expert Eyes – a Coach or Advisor – on Your Future!
Apr 25 2025
Craving reassurance? Explore Boldin's live support options: from professional financial advice to classes and coaching sessions. The post Retirement Planning is Complex: Get a Set of Expert Eyes &ndas...
boldin.com
Retirement Planning: Income Replacement Or Lifestyle Spending Method?
Apr 25 2025
Should you choose income replace or lifestyle spending for your retirement planning methodology? We explore the challenges of people with unpredictable income growth....
forbes.com
4 Timely Retirement Reminders Before Using TikTok For Your Planning
Apr 25 2025
Saving and planning for retirement can be stressful and challenging. Keep these four points in mind if you are scrolling through TikTok looking for guidance....
forbes.com
Married? Five Ways to Ensure Your Estate Plans Work in Tandem
Apr 24 2025
Getting on the same page now means fewer potential problems when it counts....
kiplinger.com
This Issue Should Be The Main Focus Of Estate Planning In 2025
Apr 24 2025
Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....
forbes.com
Bouncing Back: New Tunes for Millennials Trying to Make It
Apr 23 2025
Adele's mournful melodies kick off this generation's financial playlist, but with the right plan, Millennials can finish strong....
kiplinger.com
Your Market Volatility Survival Playbook, Ep #238
Apr 23 2025
Market volatility is never comfortable, but with the right mindset and a thoughtful plan, you can face downturns not as a victim, but as an opportunist. On this episode of the Financial Symmetry Show,...
financialsymmetry.libsyn.com
Get the Retirement Tips Newsletter
Apr 22 2025
Plan and enjoy a financially secure retirement....
kiplinger.com
The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity
Apr 22 2025
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having...
sites.libsyn.com
When Should You Hand Over the Keys — to Your Investments?
Apr 21 2025
The secret to retirement planning? "The best time to hand over the keys is before you’ve realized you need to hand over the keys."...
kiplinger.com
Financial Steps After a Loved One's Alzheimer's Diagnosis
Apr 21 2025
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions....
kiplinger.com
Planning for Health Care Costs in Retirement: A Comprehensive Guide
Apr 21 2025
Medical expenses aren't slowing down, and if you're not prepared, they can hit you like a ton of bricks....
kiplinger.com
I'm Single, With No Kids: Why Do I Need an Estate Plan?
Apr 20 2025
Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court....
kiplinger.com
Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want
Apr 18 2025
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want. The post Simple Retirement Planning: An Easy 4 Step Framework f...
boldin.com
Bipartisan bill would create retirement plans for those with no 401(k)
Apr 18 2025
Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that....
financial-planning.com
Medicare Advantage Plans Receive Some Breaks For 2026
Apr 18 2025
Medicare Advantage plans might not have to make drastic changes again in 2026 thanks to a reversal in government policy proposals....
forbes.com
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
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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.