Retirement Planning Checklist: Are You Still on Track for 2026?
The market is doing well, but you still want to monitor your retirement plan.
money.usnews.com
Jul 24 2026
Showing 50 results of 1288
Retirement Planning Can't Just Be About Numbers: These Risks Demand a Broader and Stronger Strategy
Does your retirement plan account for increasing healthcare costs and longevity? It's time to stop focusing on market returns and take a more complete approach.
kiplinger.com
Jul 22 2026
Paying for Financial Planning — Is It ‘Worth It?’
If you're asking a financial advisor whether using them is "worth it," know that this is a reasonable and totally unanswerable question. The post Paying for Financial Planning — Is It ‘Worth It?’ appe...
whitecoatinvestor.com
Jul 15 2026
Seven Common Misconceptions About Retirement Planning
I recently met with a 71-year-old retiree who relies on Social Security for a sizable share of her retirement spending. She’s concerned about recent news that the Social Security retirement trust fund...
crr.bc.edu
Jun 27 2026
How 'Inner Wealth' Is Reshaping Financial Planning for High-Net-Worth Women
High-net-worth women are redefining financial freedom and aligning wealth with values — without sacrificing returns. Financial plans must evolve with them.
kiplinger.com
Jun 23 2026
I'm a Wealth Planner: Don't Skip the Estate Planning Step That Makes It All Work
An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.
kiplinger.com
Jun 22 2026
The planning prospects who are 'hidden in plain sight'
Nearly half of unadvised workers and 20% of retirees expect to hire an advisor, according to new research. Plus, many workers erroneously think they are saving.
financial-planning.com
Jun 22 2026
Cash Balance Plans Aren't Gimmicks: Why High Earners Should Reconsider This Bona Fide Planning Tool
Cash balance plans are underused despite their potential to boost retirement savings and reduce tax liability for high earners. Time to give them another look.
kiplinger.com
Jun 21 2026
Planning Key: Plan to Live Longer Than You Expect to Live
Prudent retirement planning requires using a planning horizon longer than your life expectancy. In prior posts we have recommend using the Actuarial Longevity Illustrator and the three-step process ou...
howmuchcaniaffordtospendinretirement.blogspot.com
Jun 21 2026
Retirement Planning Needs More Than a Financial Plan with Toni Petrillo
Most people spend decades preparing financially for retirement. They contribute to retirement accounts, pay down debt, evaluate Social Security strategies, and work with advisors to make sure their sa...
keilfp.com
Jun 18 2026
Retirement Planning: Which Financial Priorities Should Come First?
From emergency savings to helping your children, here's how advisors suggest ranking the financial demands competing for your money.
money.usnews.com
Jun 17 2026
5 Costly RMD Mistakes That Will Put a Dent in Your Savings (and How Early Planning Can Help)
Like your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.
kiplinger.com
Jun 14 2026
Legacy Planning for Moms: How to Protect Your Family From Chaos and Conflict
Organizing your financial, digital and legal affairs and talking openly about your final wishes is one of the most loving gifts you can give your family.
kiplinger.com
Jun 10 2026
I'm a Retirement Consultant: This Is the Single Most Important Planning Step I Learned After I Retired
Most of us focus on how much to save for retirement, but what you'll spend is just as important, and your spending habits might change more than you expect.
kiplinger.com
Jun 03 2026
Planning for Care If You Can No Longer Care for Yourself
Long-term care as you age is expensive and, for most of us, inevitable. Making arrangements now, while you can, is a gift to those you love.
kiplinger.com
Jun 03 2026
Retirement planning: Dedicated tools (Boldin, etc.) vs Excel
I’m getting closer to retirement and trying to decide how best to manage planning and ongoing finances. I see a lot of discussion around tools like Boldin and other retirement planners, but I’m curiou...
reddit.com
Jun 03 2026
Announcement: Microsoft Copilot Joins Our Retirement Planning Team
We are pleased to announce that Microsoft Copilot is now an integrated part of our “How Much Can I Afford to Spend in Retirement?” team. Copilot enhances our actuarial approach by providing structured...
howmuchcaniaffordtospendinretirement.blogspot.com
Jun 03 2026
Planning for the unexpected: Morningstar research offers retirement prep advice
Morningstar research suggests that while expenses drop in retirement, so, too, does income. Findings suggest some considerations for retirement planning.
financial-planning.com
Jun 01 2026
5 Financial Planning Secrets of Millionaires
You might be surprised: Most millionaires don't feel rich. But you might if you adopt these five key habits that could help you reach millionaire status.
kiplinger.com
May 31 2026
567: Hidden Estate Planning Risks Retirees Overlook
Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind? Topics covered in this episode: The biggest misconceptio...
howardbailey.com
May 29 2026
529 College Saving Plans Are More Powerful Estate, Tax Planning Tools
Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.
forbes.com
May 25 2026
The 75% Safety Net: How All-Asset Retirement Planning Helps Reduce Your Investment Risks
You combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
kiplinger.com
May 19 2026
Hanging Up the White Coat: Planning the Emotional Side of Life After Medicine
Several major transition points in our lives have an oversized impact. Retirement is one of those. Here's how I'm thinking about it. The post Hanging Up the White Coat: Planning the Emotional Side of ...
whitecoatinvestor.com
May 18 2026
Why advisors should see life settlements as a planning option
Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.
financial-planning.com
May 13 2026
5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities
Diligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.
kiplinger.com
May 13 2026
564: Signal vs. Noise: How to Make Smarter Retirement Planning Decisions with Jesse Cramer
Today, I'm very excited to welcome Jesse Cramer to the podcast. Jesse is the founder of The Best Interest blog and host of the Personal Finance for Long-Term Investors podcast, where he helps individu...
howardbailey.com
May 11 2026
I'm a Financial Adviser: Are You a Woman Who Sees Financial Planning as Another Job You Don't Have Time For? You'll Regret That
Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
kiplinger.com
May 10 2026
4 retirement planning lessons I learned from 'Everesting'
Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.
financial-planning.com
May 07 2026
The 401k Girls Are Making Financial Planning Actually Fun
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist‘s Managing Editor Amanda Umpierrez about the 401k Girls, a financial educatio...
401kspecialistmag.com
May 05 2026
Creative Tax Planning: 8 Unusual Strategies — and What Works Better
We cover 8 creative tax strategies, plus the retirement planning approach that can save you more money. The post Creative Tax Planning: 8 Unusual Strategies — and What Works Better appeared first on B...
boldin.com
May 03 2026
Retirement planning muddle. What do you think?
Hello. I (59F) have been trying to plan to retire early-ish for years. I would like to very much soon. I have tried to make my plans generally as fitting the circumstance at the time only to have the ...
reddit.com
Apr 27 2026
Dual Physician Households and FIRE Planning – How You Can Have Your Cake (And Eat It Too)
Dual-physician households want for nothing. In the eyes of the observer, they’ve won the lottery of life. A combined household ... Read more
physicianonfire.com
Apr 27 2026
401(k) Retirement Planning Mistakes to Avoid in 2026
401(k) mistakes aren’t just about saving too little – they’re also about poor planning. Common issues like tax-heavy accounts, lack of diversification, and early withdrawals can reduce your retirement...
401kmaneuver.com
Apr 27 2026
How Will AI Affect Financial Planning for Retirement?
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my thoughts on how AI may reshape financial planning for retireme...
crr.bc.edu
Apr 17 2026
DIY Retirement Planning Works Better With People You Trust
Most people do DIY retirement planning on their own. Here’s why a small peer group and tools you control can change everything. The post DIY Retirement Planning Works Better With People You Trust appe...
boldin.com
Apr 16 2026
Hiro Finance Is Shutting Down: Here’s the Best Alternatives for Users Looking for a Smarter Financial Planning Tool
Hiro Finance is shut down. Discover the best Hiro alternative. Compare budgeting apps, other calculators, and a much more powerful AI tool. The post Hiro Finance Is Shutting Down: Here’s the Best Alte...
boldin.com
Apr 14 2026
Estate Planning Quiz: Are You Making These 10 Common Errors?
From "tax traps" to "safety deposit box blunders," discover the 10 most common mistakes people make when planning their estate.
kiplinger.com
Apr 14 2026
The New 65: Why the Healthiest Retirees Are Planning for 30 More Years
Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.
kiplinger.com
Apr 11 2026
5 High-Impact Retirement Planning Strategies Most People Never Use
Most people skip retirement planning strategies with the highest payoff. Here are 5 of them, including one that’s essentially free money. The post 5 High-Impact Retirement Planning Strategies Most Peo...
boldin.com
Apr 09 2026
ChatGPT for Retirement Planning: Does It Work?
Using ChatGPT for retirement planning? We asked ChatGPT and Boldin AI the same question: “Can I retire?” This is how they replied. The post ChatGPT for Retirement Planning: Does It Work? appeared firs...
boldin.com
Apr 09 2026
Behavior-Proof Your Retirement Planning with Ethan Lohr
Author Ethan Lohr shares how the four buckets retirement income strategy helps retirees behavior-proof their retirement. Many retirees face one similar problem that they struggle to name: the emotiona...
keilfp.com
Mar 27 2026
The Secret to a Seamless Business Handover: Combined Estate and Succession Planning
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
kiplinger.com
Mar 26 2026
Why "Temporary" Is The Most Expensive Word In Retirement Planning
Pandemic, inflation, Ukraine, Iran. Compounding shocks are rewriting retirement risk. Why the old planning model isn't enough and what retirees need to do differently.
forbes.com
Mar 24 2026
Do You Really Need a Trust? And Other Estate Planning Questions Retirees Ask Most
In the comments on my last post, several readers asked thoughtful questions about family trusts, second marriages, and protecting assets in the event of cognitive decline. A few readers even […] The p...
theretirementmanifesto.com
Mar 19 2026
Managing the Financial Dominoes of Special Needs Planning: A Practical Guide for Long-Term Security
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
kiplinger.com
Mar 11 2026
Quiz: Do You Know Essential Estate Planning Terms?
Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.
kiplinger.com
Mar 10 2026
5 Habits to Help Make Your Retirement Planning Highly Effective
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
kiplinger.com
Mar 07 2026
An Estate Planning Guide for Women: 5 Essential Moves to Prepare for When Life Happens
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
kiplinger.com
Mar 06 2026
A Financial Planner's Guide to 4 Tools That Help Advisers Take Estate Planning to the Next Level
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
kiplinger.com
Mar 06 2026
The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
kiplinger.com
Mar 05 2026