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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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...
There’s a gap most people have in their insurance plans, and it eventually could cost them a bundle....
To retire at 62, kick the tires to see if your retirement plan is a classic car or a jalopy....
You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last....
These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs....
Starting in 2024, 529 plan owners now have the option to use excess 529 plan funds to jumpstart the retirement savings of their beneficiaries....
I have seen contradictory information about this question online and don't find anything on the SSA website that addresses it. I am 75, the high wage-earner, and started collecting my benefits at age ...
A successful retirement plan takes advantage of favorable market conditions while safeguarding against downturns. Here's what to consider when building yours....
Interested in any advice anyone may have about giving notice of retirement to my employer. I plan to retire in late February, right after my 2024 bonus is deposited. I have only worked for a year and ...
Is there a good US Federal Income Tax/Medicare/SS planning or estimation software that has some visualization of taxes owed and distribution? Something like this: Understanding Tax Brackets: Interacti...
The first 10 years of retirement are some of the riskiest for your investments, but channeling your inner Karate Kid may help defend your funds against losses....
Just turned 64M. I plan on retiring in September. I’ve lived in Tallahassee Fl for 22 years. My wife passed away December 23’ and I just think it would be easier for me to continue on in a...