Planning
Showing 50 results of 1039
What Life Expectancy Should I Use in My Retirement Plan?
Mar 05 2025
? Show Notes In this episode, Roger Whitney tackles the critical question of life expectancy in retirement planning. With statistics from the CDC, he guides listeners through the complexities of deter...
share.transistor.fm
Technology Is The New Essential Cost In Retirement Planning
Mar 04 2025
Technology and tech-enabled services are new costs in retirement planning and longevity preparedness....
forbes.com
Trump Labor Secretary Nominee Clears Senate Committee
Mar 04 2025
401GO will power isolved's three retirement plans through the company's cloud technology platform...
401kspecialistmag.com
401GO Partners With isolved on Retirement Plan Offering
Mar 04 2025
401GO will power isolved's three retirement plans through the company's cloud technology platform...
401kspecialistmag.com
Moving Away From an ‘Old Boys Club’ to Leading Diversity Initiatives
Mar 04 2025
As many leading companies abandon their DEI strategies, is the retirement plan industry on…...
401kspecialistmag.com
Planning for Healthcare Costs: How Financial Advisers Can Guide Their Clients
Mar 03 2025
Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to help safeguard their tomorrow....
kiplinger.com
?? Planning for Retirement When You DON'T Have Kids (AARP Article)
Mar 03 2025
FROM THE ARTICLE: How to Plan for Retirement When You Don’t Have Kids. Childless older adults face different challenges in housing, health care and estate planning. By Tamara E. Holmes, AARP. **...
community.aarp.org
Intersectionality And Money: Why Financial Planning Is More Personal Than Finance
Mar 02 2025
Intersectionality helps explain why personal finance is more personal than it is finance....
forbes.com
High-Net-Worth Individuals and Estate Planning Under Trump
Mar 02 2025
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
kiplinger.com
Has (or will) cost of living change your retirement travel plans?
Mar 02 2025
Hi everyone, I am wondering if cost of living, inflation, etc has changed or will change your plans for travel in retirement? I would love to read your thoughts in the thread below. The reason I am as...
reddit.com
Building a Strong Retirement Foundation with The B.O.S.S. Retirement Blueprint (Ep. 11)
Mar 02 2025
What lessons can a mudslide teach us about retirement planning? In this episode, Ryan Thacker and Tyson Thacker share a powerful metaphor of water wreaking havoc, drawing from a personal…...
bossretirement.com
? Social Security Plans ‘Significant’ Staff Reductions (AARP Article)
Mar 01 2025
FROM THE ARTICLE: AARP calls for reassurances from SSA on commitment to customer service. By Andy Markowitz, AARP. Published February 28, 2025. The Social Security Administration (SSA) announced plans...
community.aarp.org
Five Reasons Why You Should Review Your Medicare Advantage Plan Before Open Enrollment Ends
Feb 28 2025
Medicare Advantage enrollees have until March 31 to make changes to their selections....
kiplinger.com
Planning to Retire? Exit Strategies for Physician Private Practice
Feb 28 2025
If you're thinking about retiring from your private practice, here are a few things to think about before you get ready to sell. The post Planning to Retire? Exit Strategies for Physician Private Prac...
whitecoatinvestor.com
Want to Hire a Financial Planning Firm? Five Questions to Ask
Feb 28 2025
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search....
kiplinger.com
How Bitcoin Volatility Affects Long-Term Financial Planning
Feb 28 2025
How Bitcoin Volatility Affects Long-Term Financial Planning...
thinksaveretire.com
What Goes Into Effective Long-Term Retirement Planning?
Feb 28 2025
What Goes Into Effective Long-Term Retirement Planning?...
thinksaveretire.com
Legal issues buying into a Continuing Care Retirement Community
Feb 28 2025
We're planning on buying into a Continuing Care Retirement Community in the next couple of years. We've already put a small deposit down to get on their waiting list. And they have an excellent reputa...
reddit.com
Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
Feb 27 2025
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there....
kiplinger.com
Will Dr. Oz Push Medicare Advantage Plans if Confirmed?
Feb 27 2025
As original Medicare faces funding shortfalls, Dr. Oz may shift to private insurance providers through Medicare Advantage. Here's what we know so far....
kiplinger.com
8 Things to Consider Before Rolling Over Your 401(k)
Feb 27 2025
When leaving an employer, conventional wisdom suggests that you also rollover your 401(k) plan to an IRA. Not always the best call, though. The post 8 Things to Consider Before Rolling Over Your 401(k...
financialducksinarow.com
Trump’s Plan to Eliminate Taxes on Social Security Forgets Your Children
Feb 26 2025
A new analysis reveals that the policy change would mainly benefit high-earning retirees or those close to retirement....
kiplinger.com
How Confident Are You in Your Retirement Plan? Find Out With This Quiz
Feb 26 2025
On a scale of 1 to 10, how confident are you in your retirement plan? This quick quiz will help you find out if it's on track, or whether it needs more work....
kiplinger.com
Planning to Leave Your Business? How to Find the Right Buyer
Feb 25 2025
When you leave your business, your retirement, your employees and your legacy are at stake....
kiplinger.com
Public Employees More Likely to Opt for Default Investments in DC Plans
Feb 21 2025
New MissionSquare Research Institute study shows more than 80% of public defined…...
401kspecialistmag.com
Corporate Roundup: ALI Creates Retirement Assistant, Creative Planning Buys Maxwell Wealth Strategies
Feb 21 2025
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more...
401kspecialistmag.com
5 Tips For Making Semi-Retirement Work
Feb 21 2025
Semi-retirement can be a great strategy for improving your finances and lifestyle, but it will take smart planning to make it successful....
forbes.com
Should We Hire A Financial Planner?
Feb 21 2025
My husband [61] and I [58] plan to retire in 4 yrs when he turns 65. He is not concerned about the money/budget aspect of our early retirement, but I'm panicking we wont have enough to live on long-te...
reddit.com
Social Security in 2025: Experts Weigh in on How the Trump Administration’s Plans Could Reshape Retirement
Feb 21 2025
There’s a lot happening in the federal government, and American retirees could see changes in their budgets and benefits as a result....
money.usnews.com
Forced Into Retirement? Here Are 5 Steps to Take as Soon as You Can
Feb 20 2025
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 ...
boldin.com
4 Steps To Preserving A Collection Or Other Special Assets
Feb 19 2025
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....
forbes.com
Retirement Planning for Police and Fire with Kimberly Stratman
Feb 19 2025
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...
keilfp.com
Retirement Plan Live Debrief with Tanya Nichols
Feb 19 2025
? 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 ...
share.transistor.fm
Here's How Estate Planning Can Make Your Retirement Easier
Feb 18 2025
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....
kiplinger.com
What Happens to Your Crypto When You Die? Estate Planning for Digital Assets
Feb 18 2025
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...
sites.libsyn.com
?? Make Money Plans if You Want to Retire Abroad (AARP Article)
Feb 18 2025
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...
community.aarp.org
Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After
Feb 14 2025
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...
boldin.com
Inbox Questions | Cryonics and Trusts: Planning for a Future You?
Feb 14 2025
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...
sites.libsyn.com
How to Improve Decumulation Planning
Feb 14 2025
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” ...
howmuchcaniaffordtospendinretirement.blogspot.com
15 Myths About 529 Plans That Stop Parents (and Grandparents) From Using Them Right
Feb 13 2025
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...
dadisfire.com
DIY Retirement Planning: A Smart Move or a Risky Endeavor?
Feb 13 2025
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....
kiplinger.com
These Two Issues Are Critical to Efficient Retirement Planning
Feb 12 2025
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....
kiplinger.com
The Most Important Thing You Can Do For Your Financial Plan
Feb 12 2025
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...
buzzsprout.com
Take Action Now for a Resilient Retirement
Feb 12 2025
? 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...
share.transistor.fm
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Feb 11 2025
Both bills would open a path for 403(b) plans to invest in CITs...
401kspecialistmag.com
New Digital Experience for Corebridge Retirement Plan Participants
Feb 11 2025
Changes launched today help participants take action with streamlined look and feel,…...
401kspecialistmag.com
Holly Knight’s High-Profile Move to Alera Group
Feb 11 2025
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...
401kspecialistmag.com
How to Find a Financial Adviser for Retirement Planning
Feb 10 2025
Finding the right financial adviser for retirement planning can save you time and money in the long run....
kiplinger.com
Investing and estate planning questions as we approach retirement-still working
Feb 10 2025
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...
reddit.com
Worried about moving for retirement
Feb 10 2025
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...
reddit.com
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About Planning
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.
Here are some steps you can take to start planning for retirement:
Determine your retirement goals: Consider how much you will need to live on during retirement, where you want to live, and what you want to do in retirement.
Calculate how much you will need to save: Use online retirement calculators or speak with a financial planner to determine how much you will need to save to reach your retirement goals.
Start saving and investing: Contribute to a retirement account, such as a 401(k) or IRA, and consider speaking with a financial advisor about the best investment options for you.
Review and adjust your plan regularly: As your financial situation and retirement goals change, be sure to review and adjust your retirement plan accordingly.
It's never too early to start planning for retirement. The sooner you start saving and investing, the more time your money has to grow and the more prepared you will be for retirement.