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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Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy....
I’ve been thinking a lot about the current state of the markets. I feel bad for the folks who are freaking out, although I can see where they’re coming from. Most of the folks in my circle...
You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time....
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans. The post Future Economic Possibilities: How You Can Prepare for Any Future U...
Creating an investment game plan is a crucial part of building lasting wealth. Without one, you're likely to accumulate far less over your lifetime. Now that the S&P 500 briefly corrected by 20% i...
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, Allison and I take a look at net unrealized apprecia...
Take a breath and step back. Focus on a solid fiscal foundation to stabilize your investments during stock market volatility....
? Show Notes In this episode, we break down the essentials of asset allocation and time management in retirement planning. Join us as we explore why it's crucial to focus on the basics rather than get...
FROM THE ARTICLE: Social Security Eases Planned ID-Verification Requirements for Phone Applications. Vast majority of applicants won’t be forced to go to SSA office in person to apply for benefi...
It's early days, but AI will bring new efficiencies and personalization to your workplace retirement plan....
A MetLife study shows most companies are committed to 401(k) employee plans, even amid economic turmoil....
The set of resources helps advisors support clients impacted by natural disasters and emergencies...
My goal is to retire in 1500 days at age 43. I am writing this on January 1, 2013, so if all goes according to plan, I’ll sail off into the sunset of early retirement in February of 2017, just i...
The partnership comes at a time when more advisors look for services to help support them…...
Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....
Do you and your partner have different retirement timelines and attitudes to saving? It is possible to make plans together. This is how one couple did it....
Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers....
To succeed in investing for retirement, you need time and discipline — liquidity can give you both....
Author Benjamin Brandt explains how retirement planning starts with the practice during your working years in order to prepare for a successful retirement...
Retirement should be the time to enjoy life on your terms, not stress over money. But getting there takes more than wishful thinking. Without a solid plan, small missteps can turn into major financial...
Many retirees focus on achieving a high Monte Carlo “probability of success” in retirement—but is chasing a 99% success rate always the best move? In this episode, James highlights a...
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 ...
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....
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....
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...
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...
Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....
How is a cash balance retirement plan like a Kardashian? Everybody’s talking about them, and…...
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....
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...
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....
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?...
How is a cash balance retirement plan like a Kardashian? Everybody’s talking about them, and…...
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...
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...
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...
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...
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...
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...
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....
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...
More than money. Hackman tragedy reveals retirement planning's fatal flaw: ignoring the support systems needed for aging well. Longevity preparedness is essential....
The Swiss Army knife of accounts can help provide tax-free income in retirement. 'Be Prepared.'...
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....
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...
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...
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...
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...
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...
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...