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've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy....
President Trump's reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes. The post The Election is Over: Should You Think Any Diff...
Thoughts on developing interests after retirement I’m not retired, but working hard to be. My wife and I are currently 55 and m looking at 4-6 more years. I have a retirement planning notebook w...
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new administration could mean for your finances. For most people under 30, a change in l...
There are higher 457 plan contribution limits for state and local government workers in 2025 than in 2024....
Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner ...
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind....
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act....
Consider the advantages and disadvantages of using real estate to fund your retirement years....
These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats...
Allianz Life found that 45% of participants worry about how to best take distributions...
In this exclusive Q&A, 401(k) Specialist sits down with Pete Welsh, Managing Director of…...
You might be surprised: Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way....
Upcoming changes to the Part D drug benefit, including a $2,000 cap on out-of-pocket medication, will benefit millions of Americans. But higher premiums may also be on the way...
We worked with a free consultant to get professional advice on the right Medicare Supplement or Medicare Advantage plan....
The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2025....
The star ratings for Medicare Advantage plans are dropping. In 2025, only seven plans will have a five-star rating....
I have an outstanding collection of resources on a variety of topics this month. We’ll explore financial planning concepts including Roth IRA conversions, building bond ladders, and performing 5...
Not all 401(k) plans are created equal. Here’s how to tell if yours could be more competitive....
If you asked 100 people what the purpose of financial planning is, the reflexive answer of the majority would likely be to have more money. But can we do better?...
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments....
There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. But you have to meet all the qualifications....
We get creative in this episode by utilizing Haikus designed to provide retirement planning insights for couples. We hope you find our conversation both entertaining and helpful in your retirement jou...
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan. The post Plan...
Does your financial planner specialize in accumulation or distributions? In this free clip from the online course, “Retirement Ready: Building Your Financial Plan,” you’ll learn why ...
Remaining at home as long as possible is what most people want. But age brings serious safety risks for those living alone. Consider the family's options....
Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker....
It's impossible to predict the future, but you can still create a financial plan that includes buffers for life's uncertainties....
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden....
John Hancock’s David Cohen explains why Collective Investment Trusts are increasingly being…...
Transamerica survey finds 77% had little to no familiarity with pooled plans prior to adoption...
If former President’s pledges on campaign trail were to be enacted, budget watchdog says…...
Avoid these common retirement planning mistakes to ensure financial security and a fulfilling retirement. Learn strategies to avoid costly errors in your 50s and beyond....
Is an estate plan something you need? There’s a whole week set aside that says you do....
Medicare’s website makes it easy to compare plans and convenient to enroll in a new plan....
Long, worry-free retirements don't just happen. You have to make them happen. The good news is that it may not be as hard as you think....
When you have private insurance through your employer, signing up for Medicare may still make sense. But beware some serious pitfalls....
Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer's. The post How to Deal with Dementia or Alzheimer’s: 5 Finan...
Is traveling in retirement on your “Bucket List”? On this episode we discuss a variety of ways to think about travel planning in retirement and strategies designed to help get the most out...
They’re not good for workers and distract from the key issue: continuous coverage. Something I don’t understand about…...
Few things are as essential to securing your future as your retirement plan. Whether you have saved for years or just started, security regarding your retirement nest egg is considered basic to peace ...
Join us in this insightful episode as we explore the concept of 'The Map vs. The Territory' in retirement planning. Discover how mental models can enhance decision-making and lead to a more fulfilling...
There are a number of issues with Medicare.gov's Prescription Payment Plan detail charts. They don't appear to be accurate and are probably misleading....
I was with the company doing well at my job. They paid well. There retirement package was generous. With the pension, 401k and my contribution I was putting 23% away for retirement. Then at 53 when I ...
In this episode, we talk about an important part of retirement planning that many people overlook—figuring out how long you might live. We explain why using average life expectancy or guessing b...
You never see a U-Haul behind a hearse. Here are 2 exercises to help bring death to life in your financial planning....
DALBAR’s annual plan sponsor website ranking recognizes five providers for stellar…...
Creating, implementing and maintaining a fitness program has many of the same steps and concepts as creating a successful estate plan. You need to identify key background information, evaluate and edu...
Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how! The post How to Boost 4 Different Happiness Hormones and ...
There are no one-size fits all solutions for retirement. However, there are a number of universal truths to be aware of when planning for retirement. This two part series is designed to shed light on ...