Best easy books on estate planning?
Written on a for dummies level submitted by /u/Huge_Prompt_2056[visit reddit] [comments]...
reddit.com
Mar 07 2023
Showing 50 results of 1289
Planning to Retire in 10 Years? Do These 3 Things First. | The Motley Fool
Taking these steps now can lead to a more comfortable retirement....
fool.com
Mar 05 2023
Planning Your Dream Retirement? Reconsider These 3 Scenarios
When deciding on the ideal place to retire, a little homework can spare you a lot of headaches...
forbes.com
Mar 01 2023
Master the Art of Anticipation: How Travel Planning Can Double Your Vacation Fun!
It’s hard not to enjoy a good vacation… a chance to get away from the “same old” just for a little while. Traveling can be an opportunity to visit places you’ve never be...
routetoretire.com
Feb 28 2023
If you're planning to retire in 10 years, do these 4 things first
It's always best to make sure you're prepared for retirement well before you get there. These four steps can help make sure you're ready....
usatoday.com
Feb 27 2023
Improving Retirement Planning by Employing Basic Actuarial and Financial Economic Principles
In our post of July 23, 2020 entitled, “How to Fix Advisor Retirement Planning Models,” we summarized some of the problems with commonly used Monte Carlo approaches used by financial advis...
howmuchcaniaffordtospendinretirement.blogspot.com
Feb 22 2023
When Estate Planning, Don’t Let Mistakes Thwart Your Wishes
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live....
kiplinger.com
Feb 21 2023
Almost 50 and have not done any retirement planning. I don't know where to start.
I had kids late. All 3 are under 14 so things are tight but I'm trying to prepare for retirement for my wife and I but don't know where to start. Everything I've read elsewhere seems to lead me to "WH...
reddit.com
Feb 21 2023
Is Financial Planning As Good As Couples Therapy?
"This has been more helpful than couples therapy!" is something that good financial advisors will inevitably hear in their work with couples....
forbes.com
Feb 19 2023
I am new to financial planning for retirement. Please help.
I am 30yo and just recently started getting active in planning for retirement. I had about 14k from a previous 401k that I transferred to a a Fidelity account. I set it for Auto management and it is b...
reddit.com
Feb 19 2023
Estate Planning Seminars
I get invites for a free dinner to listen to lawyers tell me how to protect my wealth on the reg. Is anything gained from attending these other than the meal and being scared into paying a lawyer a lo...
reddit.com
Feb 15 2023
Retirement Planning That Lets You Enjoy Your Second Childhood
Given inflation, rising interest rates and a possible recession, how can near-retirees feel confident that their planning will ensure a fun and secure retirement?...
kiplinger.com
Feb 14 2023
12 College Financial Planning Tips for Parents
Paying for college is expensive, which is why college financial planning should really begin as soon as each child is born. But, let’s be honest. Sometimes life gets in the way, and, before you ...
401kmaneuver.com
Feb 13 2023
The Retirement Planning Quiz!
Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study…Only 33% of Americans got a passing grade. Put your knowledge to t...
bossretirement.com
Feb 12 2023
Estate Planning? Four Strategies for Leaving Assets to Your Heirs
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals....
kiplinger.com
Feb 08 2023
Caring for Aging Parents Takes Planning Ahead and Patience
Having legal documents in order and planning for the cost of care will help make an already difficult time a little bit easier to handle....
kiplinger.com
Feb 07 2023
Different Approach to Financial Planning Addresses ‘the Missing Middle’
Nontraditional financial planning model allows you to pay for the expenses you incur between now and retirement — the middle of your life — without losing the ability to build wealth....
kiplinger.com
Feb 03 2023
Eggstack retirement planning software calculator
Retirement Planning Software. Our mission is to help you overcome uncertainty about retirement planning and inspire confidence in your financial future....
eggstack.com
Jan 30 2023
Need an Estate Planning Checkup? Now Is the Perfect Time
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place....
kiplinger.com
Jan 30 2023
Financial Planning Should Be Intergenerational
Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page a...
kiplinger.com
Jan 24 2023
In Retirement Planning, What’s Your Retirement Personality?
There are many ways to think about retirement planning, and your personality can influence yours. If your personality and plan match, you have a greater chance of retirement success....
kiplinger.com
Jan 23 2023
Fidelity Retirement Planning Tool: High-Level Model, Not Tactical
Fidelity's retirement planning tool shows how much leeway you have and what moves the needle. It isn't designed to give year-by-year tactical guidance....
thefinancebuff.com
Dec 30 2022
Planning for Retirement Healthcare Costs - Eggstack
A good understanding of Medicare is needed in order to plan for retirement healthcare costs. Medicare premiums, copays, and deductibles consume the majority of the typical retirement healthcare budget...
eggstack.com
Feb 27 2022
Retirement Planning Mistakes to Avoid | Personal Capital
The most common retirement planning mistakes that people make begin well before retirement. Learn what they are and positive steps you can take to avoid them....
personalcapital.com
Nov 16 2021
Retirement Income Planning Strategies | Personal Capital
Your primary objective is to ensure your retirement assets last for as long as you live. Here are a few strategies for accomplishing this....
personalcapital.com
Sep 01 2021
593: The Secret to a More Connected Retirement
What if one of the keys to a happier, more meaningful retirement isn't doing more, but becoming more curious about the people and world around you? In this episode, psychology professor Dr. March Schu...
howardbailey.com
Oct 26 2026
I finally told my boss that I will be retiring next year.
I have been lurking in this subreddit for some time now. I experienced a major illness a few years ago and reading comments about how one cannot buy health or time really hit me. Initially I wasn’t pl...
reddit.com
Oct 25 2026
Do we NEED a retirement plan, or not so much
Hi, my wife and I will be retiring in a few months (her), and about 1 year (me), when we turn 65. We have our retirement money with a company you'll criticize me about. It's less than $1M, but enough ...
reddit.com
Oct 24 2026
Retire NOW If You Answer "YES" to All 5 Questions
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/9593a2 ======================= I've watched people with plenty of money retire and spend the first two years secon...
buzzsprout.com
Oct 24 2026
Discovered a (very small) pension today!
Has anyone else been in this situation? I am not retired yet but I’m planning to retire at 60. Of course sooner if I can save enough. Well, I am 41 now and I’ve just started paying attention to my ret...
reddit.com
Oct 22 2026
Spooky Season IRA Mistakes That Lead to Financial Frights Ep #266
It's the season of spooks and scares, but some of the scariest stories don't live on the silver screen. Some irreversible IRA decisions can create true horror stories, leading to lost opportunities, u...
financialsymmetry.libsyn.com
Oct 22 2026
How advisors can reach Gen Z and get them saving for retirement
Although younger clients tend to have fewer assets, advisors can build long-term relationships with them by demonstrating the benefits of compound growth and holistic financial planning.
financial-planning.com
Oct 21 2026
My first Social Security deposit landed
I waited until 70 to claim for the usual reasons. This also triggered a bump in my wife’s, because spousal benefits kicked in. It’s great to see the healthy deposit, though we’ve been doing fine the l...
reddit.com
Oct 19 2026
Once You Understand This, You'll Stop Working Past 55
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/7a0f48 ======================= Every time you add one more year to your retirement projection, the numbers get bet...
buzzsprout.com
Oct 18 2026
How to Respond When Asked About Your Investment Philosophy
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a ======================= You saved well. You invested well. You built $2 million or more. But the habits tha...
buzzsprout.com
Oct 18 2026
Where to Find Financial Advice Without the Sales Pitch
The Garrett Planning Network of financial professionals aims to break down the barriers stopping ordinary Americans from getting the unbiased guidance they need.
kiplinger.com
Oct 16 2026
Thinking Of Moving To Cash Before Retirement? Ask These 5 Questions First
Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell.
forbes.com
Oct 16 2026
592: The Retirement Income Strategy That Could Help You Spend More
New research is challenging the way we think about the 4% rule — and revealing why a smarter retirement income strategy may be less about preserving every dollar and more about confidently funding the...
howardbailey.com
Oct 16 2026
Is a $400K Roth Conversion at Peak Income a Mistake? - 603
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC George and Louise in Queens bring in $600,000 a year. Should they keep working just to do Roth convers...
purefinancial.com
Oct 13 2026
Dolly Parton Had an Estate Plan. So What Went Wrong?
Dolly Parton had hundreds of millions of dollars, sophisticated estate planning, and a plan for what would happen after she was gone. Yet conflict still followed her death. In this episode, we look at...
bigpictureretirement.libsyn.com
Oct 12 2026
15 Years of Advising $2M+ Retirees in 18 Minutes
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a ======================= You saved well. You invested well. You built $2 million or more. But the habits tha...
buzzsprout.com
Oct 12 2026
591: The Art of Living a More Interesting Life in Retirement
Today, I'm excited to welcome Dr. Lorraine Besser to the podcast. Lorraine is a philosopher and author of The Art of Interesting: What We Miss in Our Pursuit of the Good Life and How to Cultivate It. ...
howardbailey.com
Oct 12 2026
Ending On A High Note: Go-Go, Slow-Go, No-Go in Retirement
As readers of this sub, in retirement and retirement planning we are familiar with the term, "Go-Go Years, Slow-Go Years and our No-Go Years." As a description of averages, it's not wrong. Most people...
reddit.com
Oct 10 2026
People’s perception of when you should retire
I was planning to retire next year but my position was eliminated at the end of September. I’ll be turning 61 early next year. When I tell people I might just retire and not get another full time posi...
reddit.com
Oct 10 2026
2 Retirement Tax Strategies To Keep More of Your Wealth
A tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.
kiplinger.com
Oct 07 2026
Choosing NOT to travel in retirement
Retirement seems to be the main topic when we get together with friends these days and the top answer to the "what are you planning to do when you retire" question is always travel. I (62f) used to al...
reddit.com
Oct 07 2026
Building a Retirement You Can Love When You’re Single | True Retirement Story with Arlene C. Nelson
Retirement planning often begins with a financial question: Will I have enough money? But once the paycheck stops and the financial pieces are in place, another question can become just as important: ...
keilfp.com
Oct 06 2026
Why wealthy retirees struggle to spend — and how advisors can help
Many wealthy retirees hesitate to spend their savings. Advisors share how budgeting and cash flow planning help clients enjoy their wealth.
financial-planning.com
Oct 05 2026
Notified my boss 2 days ago - 6 months left to work.
As the title says. I talked to my boss on Friday, let him know I'd be retiring at the end of March. It's amazing how much weight is lifted by making it official. I've been planning that date for 6 mon...
reddit.com
Oct 05 2026
A Very Rare Opportunity for Retirees
Stocks are near record highs while fixed-income yields are at levels we haven't seen in nearly 20 years. That combination may give retirees an unusual opportunity—but taking advantage of it requires t...
bigpictureretirement.libsyn.com
Oct 05 2026