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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Retirement planning isn’t about chasing numbers, it’s about building a life with intention. The Sequoia System helps you get clear on what matters most, organize your finances around that ...
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
Discover how to navigate retirement planning while raising a family. Tips for budgeting, saving for college, and protecting your long-term goals....
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning...
I recently (and mostly unwillingly) retired last year just shy of 63. Nest egg big enough to not panic, but not so large that we can afford big mistakes or poor planning. I switched financial advisors...
If you know "the Retirement Manifesto" and Fritz Gilbert's work, you'll like this. A podcast I've been listening to about retirement planning took Fritz's published study and turned it into a good pod...
I’m 57 planning to retire at 62. I earn over $100,000 a year working one day a week on the business. I work another day or two doing maintenance around the building. At 62 I plan to shift to mai...
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their financial plan reveals something surprising: they ma...
? Show Notes In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is u...
In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. I...
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning....
There's no crystal ball for retirement planning, but the closest thing could be to consider the key risks you'll face in retirement and build a plan around them....
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks....
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad....
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options. The post Right Capital Alternatives: RightCapital vs. Boldin and Other ...
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney....
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later....
Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually spend in retirement? In this video, we walk through a retirement planning scenario—looking at sp...
A financial professional highlights areas of tax planning that retirees should have on their radar as they finalize their retirement plan....
On this episode of \"Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social ...
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?...
By making the unconscious or subconscious conscious, now you’re empowered to do something about it. Financial planning is powerless to remedy an unknown illness....
Poor tax planning can drain your retirement of tens or even hundreds of thousands. Stop the bleeding with a laser focus on tax efficiency....
FROM ARTICLE: Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. Now, for Americans s...
Your retirement planning needs a longevity check, according to a new study. Here's what you can do....
An estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had had a premarital agreement and the executive had used as...
The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions....
As the title states, is there any way to shift around assets so that I have more that wont increase my ACA subsidy. I am 59 and planning to retire at 59.5.Almost all of my assets are currently divided...
AI is playing an increasing role in retirement planning. Here’s how some financial advisers are leveraging this new technology....
Warren Buffett’s Berkshire Hathaway succession announcement offers couples key lessons on planning for loss, household roles, and longevity in retirement....
Answering reader questions with WCI friend and Roth IRA expert, Chris Davin, where we talk about when to choose Roth and why, Roth and tax-planning considerations, and using Roth as an independent con...
Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning....
Just like the title says, I have a few crystal awards, framed letter of commendations and different plaques of appreciation. When you retire, are you going to bring them home? I am not planning to bri...
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....
There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them....
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....
The services of a Registered Social Security Analyst (RSSA) are often overlooked. Yet, for those planning for retirement, nearing or already retired, an RSSA can be an invaluable resource....
Both generations need to embrace change and leverage real estate as a dynamic asset in their retirement planning. Here's how financial advisers can help, too....
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis....
I am almost 64 and so is my husband. He started drawing early retirement this past year. I am still working and am planning on waiting as long as possible to draw mine and mine is going to be signific...
To read this story on KSL.com, click here. Up to 85% of your Social Security benefits could be taxed. Many families planning for retirement don’t realize this – or how…...
Tax planning might not top everyone's list of leisure activities, but in the middle of tax season there’s a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embrac...
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...
? 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...
Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought....
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and th...
We feel retirement planning has never been more important, yet confidence in a secure financial future is shrinking. A March 2025 Fidelity Investments® State of Retirement Planning study reveals t...