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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Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 5 step plan. The post Forced Into Retirement? Here Are 5 Steps to Take as ...
Serious collectors often put a lot of time and other resources into their collections. The next and most difficult step is to develop a long-term plan to preserve the collection....
Exploring the unique challenges and needs of first responders in retirement with retirement coach and former police lieutenant Kimberly Stratman. When we need them most, first responders rise to answe...
? Show Notes In this episode, we explore the essential questions of retirement planning with financial expert Roger Whitney and guest Tanya Nichols from Align Financial. They dissect the case studies ...
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years....
Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike traditional assets, crypto presents unique challenges—there’s no customer service line to reco...
FROM THE ARTICLE: Retiring Abroad? Make Plans for Handling Your Money. What older expats need to know about banking, taxes and more. By Jon Marcus, AARP. Reviewed by Sophia Titley and Lief Simon, Live...
Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money. The post Retirement for Couples: 10 Essential Planning Co...
In this episode, we dive into Stephen’s fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. I...
We have never been big fans of Monte Carlo models for determining how much one can afford to spend in retirement from year to year. As actuaries, we believe that following the simple “3M” ...
529 plans are way more flexible than people realize, and if you know the rules, there are smart ways to use those funds without getting hit with penalties. Considering that as of June 2024, there were...
You can cut the cost of retirement planning by doing it yourself. But for something this important, it might be wiser to call in the professionals....
You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — and your legacy — could be at risk....
James challenges the idea that financial security comes from always having more—more savings, more income, more investments. Studies show that no matter how much people have, they often feel lik...
? Show Notes In this episode, we tackle the essentials of retirement planning with an engaging discussion led by Roger Whitney. We explore the importance of prioritizing what truly matters in your ret...
Both bills would open a path for 403(b) plans to invest in CITs...
Changes launched today help participants take action with streamlined look and feel,…...
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...
Finding the right financial adviser for retirement planning can save you time and money in the long run....
Sorry in advance for the long post. Life gets more complicated as you get older! I’ve been handling our personal investments for years thru self-directed IRAs at Wells Fargo, but I suspect I&rsq...
I am 67, my husband is 68 and we both plan to retire at 70. Our desire in retirement is to have a bigger piece of property where we can do extensive gardening. We currently live in a nice suburban hom...
Like the best football teams, you can win at financial planning by executing a strategy, making halftime adjustments and staying focused on the ultimate prize....
The outlook for Social Security is gloomy, but you can save now to protect against benefit cuts later. If the cuts don't happen, you'll still be better off....
Wisdom comes in all shapes and sizes, but not all of it is true, especially when it comes to these seven retirement financial planning myths....
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability....
No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning. The ...
Will your care be denied? Medicare Advantage insurers use prior authorization to manage utilization and lower costs. How does your plan measure up?...
Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? That’s today on Your Money, Your We...
? Show Notes In this episode, we explore the complexities of retirement planning amidst a rapidly changing economic landscape. Join us as we discuss the importance of having a structured decision-maki...
For nearly 50 years after Social Security's inception in 1935, benefits were not subject to federal income taxes. That changed in 1983 when Congress introduced taxation on benefits for higher-income r...
Wife and I are 63 and now that her knee surgery is over are wanting to plan some vacations. We have been to a few places es, Alaska, Canada, carribean. But what i want to know is for the man and wife ...
Retirement income plans often don't include late-in-life health or long-term care expenses. Here's how to cover for the unplanned withdrawals to pay for those....
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and p...
Recent surveys have shown that Americans are feeling more financially stressed due to inflation, economic instability, and lack of savings. People are unsure about creating a budget, where to invest t...
Navigating retirement planning can be overwhelming for some. We like to open our door to questions from our listeners so we can offer you educational answers that could help you on your journey to ret...
Let’s put retirement planning and preparation under the microscope. On today’s episode, we’re going to do a retirement planning pop quiz. Follow along and test your retirement planni...
What does a soccer game have in common with retirement planning? On today’s episode, we are going to break down the retirement playbook and what lessons we can learn from retirement’s All-...
Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of your retirement....
Retirement planning has always been a long-term journey, but for younger generations, navigating this path has become more complex....
Abernathy-Daley analysis of Form 5500 filings indicate over 600,000 plans at risk...
Judge’s recent decision in landmark case gives plenty for plan fiduciaries, sponsors and…...
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose. The post Retirement Ready: Confidence, Planning, and Purpose...
Cerulli Associates finds that a few DC plans are already using AI on its plan management and…...
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax....
A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster....
My wife and I have been Verizon customers for over 20 years and, now that we’re retired, are looking for ways to reduce our monthly expenses. My mother was on our plan and recently passed away s...
The ability to switch Medicare plans isn’t as available as many beneficiaries are told or believe....
In this final episode of the Retirement Plan Live series, we welcome back Laura and Nick to discuss their unique perspectives on investment risk and aging, particularly from the viewpoint of individua...
Retirement isn’t a one-size-fits-all plan, it’s a personal roadmap to financial freedom. Some want to retire early, others aim for a secure and stress-free future. No matter your goal, the...
I’ve had a turbulent relationship with money and have been scarred when I got scammed out of a lot of money a few years ago. Since then I’ve kind of stuck my head in the sand and tried not...