Planning
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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
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
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
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
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
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
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
How Longevity Could Impact Your Retirement, Ep #236
Mar 26 2025
What if your retirement lasts much longer than you anticipated? Increasing life expectancies have reshaped our understanding of retirement and financial planning in recent years, and we’ll likel...
financialsymmetry.libsyn.com
Long distance rental investment?
Mar 25 2025
I’m 75 sf, and living with my mother, 97. She’s not dying and in fact quite healthy. When she does pass I plan to move closer to my kids, who live 1500 miles away. So my daughter txted tod...
reddit.com
4 Reasons Your Retirement Plan Is Overly Conservative
Mar 24 2025
The goal of retirement planning is to maximize quality of life by enhancing retirement income and spending. Some are playing it too safe. The post 4 Reasons Your Retirement Plan Is Overly Conservative...
whitecoatinvestor.com
Social Security Fairness Act: Five Financial Planning Issues to Revisit
Mar 24 2025
More money as a public-sector retiree is great, but there could be unintended consequences with taxes, Medicare and more if you're not careful....
kiplinger.com
We are Babysitting every other week. All week.
Mar 23 2025
Hello! I’m still working until June FT then plan to go part time, every other week when we don’t have our grandkid. She’ll be 2 soon. Our son split from wife in 2023 just after hubby...
reddit.com
Hackman Tragedy Reveals Retirement Planning’s Missing Piece: Longevity Preparedness
Mar 23 2025
More than money. Hackman tragedy reveals retirement planning's fatal flaw: ignoring the support systems needed for aging well. Longevity preparedness is essential....
forbes.com
This Surprisingly Versatile Account Should Be in Your Retirement Plan
Mar 21 2025
The Swiss Army knife of accounts can help provide tax-free income in retirement. 'Be Prepared.'...
kiplinger.com
Would A Mega Backdoor Roth Work In Your 401(k) Plan?
Mar 21 2025
If available, you may be able to access additional Roth savings annually. However, there are important considerations for employers and employees to keep in mind....
forbes.com
A thank you & quick Introduction
Mar 20 2025
Good evening everyone! Thanks for allowing me to join. I’m now 67 and I retired in 2021 after stints in the U.S. Army and at the VA. My original plan was to retire at 62. But, as fortune would h...
reddit.com
Episode 6: Keys to a Successful Retirement Plan
Mar 20 2025
Are you ready to secure your financial future? Join Sean as he dives into the essential elements of a successful retirement plan. In this episode, Sean will guide you through maximizing your Social Se...
mysmartretirement.flemingfinancialservices.com
Curiosity: The Key to a Happy Retirement
Mar 19 2025
Show Notes In this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirement planning- mindset. Join us as we discuss how curiosity can enhance yo...
share.transistor.fm
Experience with Tricare For Life?
Mar 18 2025
My husband is retired from the military and we became eligible for Tricare when he turned 60. I’m planning to retire the end of October at age 64. What have your experiences been with Tricare co...
reddit.com
Retirement Planning for Female Physicians: Unique Considerations
Mar 17 2025
For most female physicians, retirement isn’t just a milestone, it’s a hard-won victory achieved after decades of using medical brilliance ... Read more...
physicianonfire.com
People on Medicare advantage plans, what is your experience?
Mar 17 2025
So, I am planning for retirement and by FAR the largest line item in our future budget is healthcare, especially after Medicare kicks in. So I am just wondering...is medicare advantage adequate for yo...
reddit.com
The "one more year" before retirement question.
Mar 17 2025
So, I read the rules and I'm hoping I qualify to ask this question, as I am currently 53 and plan on working until 59. So that part should qualify me, however, my specific question is regarding my upc...
reddit.com
As life expectancy rises, retirement strategies lag
Mar 16 2025
Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact....
financial-planning.com
The Power Of Progress: A Simple Exercise To Maintain Financial Momentum In Uncertain Times
Mar 16 2025
Regardless of the markets’ machinations, we can absolutely continue to make progress in our financial plan beyond our portfolio. This exercise from Daniel Pink shows how....
forbes.com
Retirement Planning Temptations
Mar 16 2025
Are you allowing temptations to jeopardize your retirement? On this episode, we discuss several financial temptations that can sometimes stymie retirement plans. Glenn is available for in person and o...
retirementroadmappodcast.podbean.com
Deferred Compensation Plans — 457(b), 457(f), and 409(a)
Mar 15 2025
More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s. The post Deferred Compensation Plans — 457(b), 457(f), and 409...
whitecoatinvestor.com
Top DC Plan Recordkeeper Websites Ranked in New Report
Mar 15 2025
Website experience benchmark report finds TIAA tops among 14 leading recordkeepers, edging…...
401kspecialistmag.com
Have $1M+ Saved? Consider a Financial Planning One-Stop Shop
Mar 14 2025
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs....
kiplinger.com
Is 2025 a Bad Year To Retire?
Mar 13 2025
Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing....
kiplinger.com
What You Should Know About 7 Widely-Used Estate Planning Trusts
Mar 13 2025
Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....
forbes.com
Planning for Healthcare Costs in Retirement as a Physician
Mar 12 2025
After decades of dedication and hard work, retirement comes as a well-deserved reward, a time to finally prioritize the joys ... Read more...
physicianonfire.com
5 Facts You Need to Know About Your Retirement Plan
Mar 10 2025
Fact about your retirement plan that you may or may not be aware of. Things to consider as you take action to participate. The post 5 Facts You Need to Know About Your Retirement Plan appeared first o...
financialducksinarow.com
[Reduction in Force] Part 22: How Can I Access My Thrift Savings Plan (TSP)?
Mar 10 2025
ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow federal employees to take from their TSP at various ages if they are RIF’ed. KEY TAKEAWAYS: How do employees access TSP after th...
fedimpact.com
[Reduction in Force] Part 14: Are Cash Payments (VSIPs) Being Offered?
Mar 10 2025
ProFeds Founder, Chris Kowalik, reviews the possibility of cash payments being offered to federal employees as part of the RIF plan. KEY TAKEAWAYS: Rules of the Voluntary Separation Incentive Payment ...
fedimpact.com
[Reduction in Force] Part 4: 12 Things Every Federal Employee Should Do NOW
Mar 10 2025
ProFeds Founder, Chris Kowalik, lists 12 things every federal employee should do in light of the pending Reduction-in-Force (RIF) plans in the works from federal agencies. These items will help smooth...
fedimpact.com
What Is a Portable Retirement Plan and Should You Have One?
Mar 09 2025
Portable Retirement Plans allow employees to take their retirement savings with them when they change jobs without losing their accumulated savings....
kiplinger.com
Planning Tip--How Will My Funded Status Be Affected?
Mar 09 2025
As discussed in previous posts, your Funded Status is an easily calculated, robust metric used to measure your financial health in retirement. Measuring and monitoring your Funded Status annually can ...
howmuchcaniaffordtospendinretirement.blogspot.com
Retirement Experts Ryan Thacker and Tyson Thacker Release Updated B.O.S.S. Retirement Blueprint: Your Guide to a Secure and Independent Retirement
Mar 08 2025
To read on Yahoo Finance, Click Here Salt Lake City, Utah, March 4, 2025 — One of the most comprehensive retirement planning books is celebrating its latest edition with an…...
bossretirement.com
How To Choose The Best Medicare Plan For You
Mar 06 2025
A question has been plaguing me lately… “How To Choose The Best Medicare Plan For You” I’m turning 62 this month and inching closer to a decision […] The post How To Ch...
theretirementmanifesto.com
?? How You Can Plan for Retirement Like a Veteran (AARP Article)
Mar 06 2025
FROM THE ARTICLE: How to Plan for Retirement Like a Veteran. Surveys show ex-service members retire with more assets, less debt and greater confidence. Here are six ways to follow their lead. By Jon M...
community.aarp.org
10 Ways to Refine Your Financial Plan for a More Secure Future
Mar 05 2025
Significant benefits throughout the rest of the year can be had if you take some time now to revisit your financial plan and adjust accordingly....
kiplinger.com
Retirement plan analysis suggests rampant fiduciary breaches
Mar 05 2025
Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits....
financial-planning.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.