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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I’m 65 and am planning on working until I 70. I am a self-employed organizational development consultant (teach managers how to be managers) with a business partner. My idea is to work until at ...
Once my wife retires (I am already), we are planning on doing the opposite of snowbirding--spending summers in Maine, spending roughly 3 1/2 months away from our permanent home. What is the best way t...
Buying a second home in retirement, especially with sufficient savings, can enhance your lifestyle or serve as a smart investment. But it requires careful planning....
These Golden Rules of Retirement Planning, developed by a financial pro with many years of experience, can help you build a plan that delivers increased income and liquid savings while also reducing r...
Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial p...
We ask retirement planning experts what to do....
This episode of the Rock Your Retirement show dives into a topic that many people shy away from but is absolutely crucial: estate planning and what happens when we’re no longer here. Host Kathe ...
Planning for long-term care is crucial to protect your independence, family and financial stability against unexpected health events and rising care costs not covered by standard insurance....
Managing money isn’t just about income. Instead, it’s about the decisions you make with what you have. From daily spending to long-term planning, these habits show you’re thinking ah...
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether. The post A Big Risk for Retirement Investments?...
Navigating complex financial decisions is hard on your own, no matter how much money you have. A wealth manager can provide comprehensive financial planning, investment management, risk management and...
Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash....
With inflation creeping up again, here’s how to safeguard your retirement planning....
Private placement life insurance (PPLI) offers almost unbelievable investment flexibility, estate planning and tax advantages. And it's completely legit....
We've made the OBBBA tax updates in the Planner. Learn more about what's changed and discover opportunities to optimize your tax planning. The post Boldin’s Recent OBBBA Tax Updates: What’...
A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found....
Retiring early isn’t just about saving more, it’s about planning for the retirement expenses most people forget. Many think they’ve nailed the numbers, but it’s the overlooked ...
Long-term care planning, whether through insurance or self-funding, is crucial not only for financial protection but also to preserve family relationships and reduce the emotional and logistical burde...
Proper preparation is everything for U.S. retirees when planning an Italy "trip of a lifetime."...
Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we’re sharing our accessible, in-depth breakdown of the ...
Are your Required Minimum Distributions (RMDs) setting you up for failure? Find out how sequence of returns risk combines with RMD rules to create a hidden hazard—and how smart planning, asset a...
Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed....
The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning....
Want to retire in the UK? You'll need to do plenty of planning, but the benefits of living in a diverse country near the rest of Europe are worth it....
Today, I’m talking to Dr. Michael Finke. Michael is the Professor of Wealth Management at the American College of Financial Services. His research is focused on retirement income planning, retir...
Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the indus...
Today, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspir...
In this weekend’s Kitces.com Weekend Reading for Financial Planners (July 5-6), Adam Van Deusen discusses three articles concerning the importance of selecting reasonable lifetime planning perio...
Forensic consultant Paul Sippil explains little-known costs for business owners and plan participants and what you can do about them. When it comes to retirement planning, one of the most overlooked a...
A side gig in retirement can help combat boredom, loneliness and the threat of inflation eroding your savings. And the earlier you start planning, the better....
The Big Beautiful Bill (OBBBA) modifies scores of tax laws and every taxpayer will be effected. Estate planning will remain important and should not be ignored....
I believe that The Keen Wealth Advantage helps folks feel more confident about comprehensive financial planning and their road to retirement. I also believe wholeheartedly in the consumer being as edu...
Ida May Fuller, Social Security's first beneficiary, retired in 1939 and died in 1975. Today, we should all be planning for a retirement that's as long as Ida's....
If you're planning to pass down property to your heirs, a 'tangled title' can complicate things. The good news is it can be avoided. Here's how....
You may enjoy a lower cost of living by moving abroad, but it requires careful planning....
Most retirees think tax planning ends with knowing their tax bracket, but that’s just the beginning. In this episode, we unpack how different income sources interact in retirement, and how seemi...
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....
Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations....
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....
? 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...
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...
Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work. The post The Top 8 Reasons Why People Work in Retirement (4 Ha...
Combining IRA investments, lifetime income annuities and a HECM into one plan could significantly increase your retirement income and liquid savings compared to traditional planning....
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....
The biggest question I hear from people planning for retirement is this: Am I going to run out of money before I run out of life? But here’s the thing, no matter how much you’ve saved, tha...
How to maximize the tax free income from your ROTH IRA today. Several valuable tax planning strategies to reduce your taxes on retirement income....
I will be retiring this year. Planning to come back as a part-time substitute and keep my income under 22,000. My thought, is if I have the majority of that money go into my 403 B from a salary reduct...
New report finds retirement account providers are the primary source of retirement planning…...
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...
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…...