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.
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New study from J.P. Morgan Asset Management shows expansion of financial wellness…...
Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries and sharing your knowledge with others....
Your golden years are your most special ones. Check out our guide to retirement planning to get a head start in ensuring your financial stability....
Learn why every couple needs a legacy plan to ease loss, avoid probate, and protect their family's future before it's too late....
Involving your children in your planning is one of the most powerful ways to protect your legacy and give your loved ones the clarity they’ll need when it matters most....
Managed 401(k) accounts are an option in an increasing number of company plans, but are they worth the additional fees vs. target-date funds?...
Target-date funds may seem simple, but they can miss your real retirement needs. Learn why a personalized plan could help you retire with more clarity and control....
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that....
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's....
Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out....
There are a number of “Silent Killers” that may sometimes be lurking around retirement plans. On this episode we discuss five examples of “Silent Killers” to be aware of and to...
Retirement Club for Canadians offers a sounding board and resources for people who do retirement finance all on their own. The post Retirement planning advice for people who don’t use an advisor...
I am considering a job change essentially for the retirement plan. It would be doing what I do now, just for a different place that offers a retirement pension that my current employer does not offer....
Once again this week, I am seeing individual beneficiaries living in a marriage, each with their own benefits, being devastated financially when one of them dies. I do not know where they get the idea...
? Show Notes In this episode, we tackle the intricacies of retirement planning and the importance of trusting your financial projections. Join us as we explore the concept of 'productive paranoia' and...
Regularly updating your financial and health care power of attorney documents ensures they reflect your current intentions and circumstances. It's also important to clearly communicate your wishes to ...
We srarted 401ks in our late 20s/early 30s and a job with a pension around then as well. BUT both were by default. Pension was automatic. 401k match solely due to a kind older coworker who explained i...
I’m planning on retiring after my birthday near the beginning of next year so I’ve got less than a year to go, hopefully. I am finding joy at work in realizing it’s the last time I&r...
Ralph and Alice in Monument, Colorado have $4.6 million dollars saved at ages 63 and 58. Should they do Roth conversions? How do they avoid IRMAA? Mary Jo in Escondido, California wonders if she shoul...
Today we answer a question from Chris about The Good Life Abroad and whether we plan to take a trip with the company. We share our thoughts on the concept, what interests us about their offerings, and...
Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big picture — and the finer details....
Retirement rarely goes as planned. Learn four pivots to prepare for the unexpected and build a resilient retirement plan that works—no matter when it starts....
How your choice of pharmacy affects what you pay for Medicare drugs—and why “preferred” doesn’t always mean cheapest. Tips to avoid costly surprises....
This post really targets a subset of subscribers to this subreddit: If you are of retirement age but you've decided to go back to work or you never quit work, and you don't see retirement in your near...
Life isn't linear, so neither should your financial plan, I believe....
Does anyone here utilize the CFP’s available through Vanguard’s Personal Advisor select option? I am thinking of rolling over an old 401k to Vanguard simply because it says they have a fla...
With my intern year done, I have some feedback for my financial plan from before I became a resident. Here are the positives and negatives. The post What I Should Have Told Myself When I Became a Resi...
New edition shows lower investment and recordkeeping fees driving lower total plan costs for…...
New report finds retirement account providers are the primary source of retirement planning…...
You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk....
Planning is valuable, but it isn't the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis. The post Analysis Paralysis: When Too Much Planning Gets ...
According to new Empower research, 47% say the increased cost of living, economy (44%), and tariffs (30%) are impacting 2025 travel plans....
What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clients’ futures can be just as meani...
Creating guaranteed income sources in retirement will help you truly enjoy your golden years and spend less time worrying about money....
Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone....
Are you so worried about Social Security disappearing that you want to redo your financial plan? Here's why that approach isn't necessary. The post Social Security Is Not Going Away (But You Might Hav...
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time....
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later....
Greetings. I turned 55 this month and hope to retire in 4 and a half years. My wife and I want to retire in Italy at some point. My tentative plan is to convert my 401k at retirement to a joint life a...
If you want to switch your Medicare Advantage plan or enroll in original Medicare, you're not alone. Here's when it's a good idea and how to go about it....
Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements. The post Boldin Users Show Striking Financial Confiden...
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life). The post The Beige Book, Explained and Takeaways for Retirement Planning appeared first on...
Are you planning to retire in the next five years? Don’t miss the latest episode of Retirement Solutions Radio, where Ryan Thacker reveals the five essential boxes you must check…...
Regulators under President Trump are taking a neutral position on crypto, retreating from the Biden administration’s more cautionary stance....
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized....
Here are free tools to add an advance directive for dementia to your estate plan. These directives detail your preferred medical care for each stage of dementia....
Retirement planning isn’t about chasing numbers, it’s about building a life with intention. The Sequoia System helps you get clear on what matters most, organize your finances around that ...
The higher your stress test score, the more likely your retirement plan will hold steady in a crisis....
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....
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....