Planning

Married? Five Ways to Ensure Your Estate Plans Work in Tandem

Getting on the same page now means fewer potential problems when it counts....

This Issue Should Be The Main Focus Of Estate Planning In 2025

Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....

Bouncing Back: New Tunes for Millennials Trying to Make It

Adele's mournful melodies kick off this generation's financial playlist, but with the right plan, Millennials can finish strong....

Get the Retirement Tips Newsletter

Plan and enjoy a financially secure retirement....

When Should You Hand Over the Keys — to Your Investments?

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."...

Financial Steps After a Loved One's Alzheimer's Diagnosis

It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions....

Planning for Health Care Costs in Retirement: A Comprehensive Guide

Medical expenses aren't slowing down, and if you're not prepared, they can hit you like a ton of bricks....

I'm Single, With No Kids: Why Do I Need an Estate Plan?

Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court....

Simple Retirement Planning: An Easy 4 Step Framework for Getting to the Future You Want

Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want. The post Simple Retirement Planning: An Easy 4 Step Framework f...

Bipartisan bill would create retirement plans for those with no 401(k)

Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that....

Medicare Advantage Plans Receive Some Breaks For 2026

Medicare Advantage plans might not have to make drastic changes again in 2026 thanks to a reversal in government policy proposals....

Customer Services are Strained at the SSA. You Should Plan Around These Federal Holidays

If you have a question or need information from a federal agency, check the federal holiday schedule to make sure you get your business done before they close....

‘Viserly’ Debuts as First Fully Automated, Scalable Participant Engagement Platform

Freedom Fiduciaries’ Shane Hanson launches new company and software for retirement plan…...

PEP Adoption Skyrockets Employer Satisfaction with Their Advisor, Retirement Plan

New report finds 40% increase in satisfaction with the retirement plan’s advisor after…...

Gomez Reveals Fiduciary Red Flags that Catch DOL’s Eye

Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about…...

Designing Your 'Immortal' Financial Plan

Explore an approach that offers solutions for those navigating the intersection of longevity, fulfillment and financial security....

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up! The post Retirement Planning for Women: 10 Reasons Why You A...

100+ of the Best Books on Retirement Planning, Living in Retirement, and Aging

Personal finance, investments and much more. Find fiction and many books on achieving a meaningful, happy, healthy and successful retirement. The post 100+ of the Best Books on Retirement Planning, Li...

Financial Planning's Paradox: Balancing Riches and True Wealth

While enough money is important for financial security, it does not guarantee fulfillment. How can retirees and financial advisers keep their eye on the ball?...

A Confident Retirement Starts With These Four Strategies

Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis....

Retirement Planning for Couples: How to Plan to Be So Happy Together

Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy....

Everyone Has A Plan…

I’ve been thinking a lot about the current state of the markets. I feel bad for the folks who are freaking out, although I can see where they’re coming from. Most of the folks in my circle...

Markets Roller Coaster: Resist the Urge to Make Big Changes

You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time....

Future Economic Possibilities: How You Can Prepare for Any Future Up or Downturn

Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans. The post Future Economic Possibilities: How You Can Prepare for Any Future U...

My Bear Market Investment Game Plan: Adjusting the Strategy

Creating an investment game plan is a crucial part of building lasting wealth. Without one, you're likely to accumulate far less over your lifetime. Now that the S&P 500 briefly corrected by 20% i...

Stick to the Plan: Don't Panic During Economic Uncertainty

Take a breath and step back. Focus on a solid fiscal foundation to stabilize your investments during stock market volatility....

How AI Will Impact Your Workplace Retirement Plan

It's early days, but AI will bring new efficiencies and personalization to your workplace retirement plan....

Most Companies Are Still Committed to 401(k)s

A MetLife study shows most companies are committed to 401(k) employee plans, even amid economic turmoil....

Cetera Launches Emergency Planning Guide for Financial Professionals

The set of resources helps advisors support clients impacted by natural disasters and emergencies...

How to Age-Proof Your Retirement Plan

Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....

Retirement Planning for Couples With a Generation Gap

Do you and your partner have different retirement timelines and attitudes to saving? It is possible to make plans together. This is how one couple did it....

As Tariff And Market Anxiety Rises, How Will Your Generation React?

Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers....

How Building Liquidity Into Your Retirement Plan Can Pay Off

To succeed in investing for retirement, you need time and discipline — liquidity can give you both....

17 Retirement Planning Mistakes That Could Leave You Broke

Retirement should be the time to enjoy life on your terms, not stress over money. But getting there takes more than wishful thinking. Without a solid plan, small missteps can turn into major financial...

Video: Get Started Series 1, A Tour of the Boldin Planner

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Video: Get Started Series 1, A Tour of the ...

Estate Planning When You Have International Assets

Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics....

Three Essential Estate Planning Steps to Protect Your Nest Egg

After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ones are provided for in the future....