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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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....
Warren Buffett’s Berkshire Hathaway succession announcement offers couples key lessons on planning for loss, household roles, and longevity in retirement....
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...
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....
Overall, stay the course, but these three strategies are ways investors can make market volatility work to their benefit....
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....
Thinking about changing your Medigap plan? Learn when and how you can make a switch, and what rules might work in your favor....
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...
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools....
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...
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....
When markets go nuts and investor sentiment drops, you can keep your sanity by trusting in and sticking with your long-term plan....
Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers....
The integration of guaranteed lifetime income solutions into workplace retirement plans…...
NAPA 401(k) Summit panel explores why lifetime income options remain in such low demand, and…...
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...
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....
Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement....
Try the simple calculation of the 'Rule of 25.' Because sometimes, a back-of-the-napkin idea is all you need to get started....
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....
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions related to 529 plans....
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...
Should you choose income replace or lifestyle spending for your retirement planning methodology? We explore the challenges of people with unpredictable income growth....
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....
Getting on the same page now means fewer potential problems when it counts....
Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....
Adele's mournful melodies kick off this generation's financial playlist, but with the right plan, Millennials can finish strong....
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,...
Plan and enjoy a financially secure retirement....
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...
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."...
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions....
Medical expenses aren't slowing down, and if you're not prepared, they can hit you like a ton of bricks....
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....
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...
Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that....
Medicare Advantage plans might not have to make drastic changes again in 2026 thanks to a reversal in government policy proposals....
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....
Freedom Fiduciaries’ Shane Hanson launches new company and software for retirement plan…...
New report finds 40% increase in satisfaction with the retirement plan’s advisor after…...
Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about…...
As part of the acquisition, Monterey Private Wealth will continue to operate out of its…...
Explore an approach that offers solutions for those navigating the intersection of longevity, fulfillment and financial security....
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...
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...
? 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...
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...
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...
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?...
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis....