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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I was planning on leaving in April when my social security would take a $400 a month uptick. But as I was leaving for Christmas vacation I was called in “to catch up”. That’s when I ...
Estate planning is vital to your protection and those you love. Plan!...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below about Navigating Elections, Tax Changes, and...
Second “Storyliving by Disney” retirement community in early stages of planning...
Today Laura Stover, RFC® explores the concept of choice overload and how it can affect your investment behavior and retirement planning. With so many options and information available to us, it's ...
Today, Laura Stover, RFC® and Michael Wallin, CFP® discuss the importance of planning for retirement income and the role of annuities in retirement planning. They start by emphasizing the sign...
Today, Laura Stover, RFC® and Michael Wallin, CFP® discuss the importance of planning for retirement income and the role of annuities in retirement planning. They start by emphasizing the sign...
Retirees aren’t finished with their retirement planning! Here are six goals to keep your retirement on track....
Proposed Billionaire's tax will radically alter income and estate taxes and planning for wealthiest. It may apply at $100 million level of wealth....
Photo credit: jb When planning for your Social Security benefits, there is an additional tactic that you may never have heard of: the Protective Filing Statement. This statement is a way to apply for ...
Episode 438: Fed isn’t planning to hit 2% inflation target until end of 2026. Fed rate cuts in 2024 would keep the yield curve inverted. Sign up for free ALERTs & Market Commentary at: https...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Improve Your Relationship With Yo...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Longer and Richer Life. Su...
Today Laura Stover, RFC® explores the concept of choice overload and how it can affect your investment behavior and retirement planning. With so many options and information available to us, it's ...
Retirement experts Tyson Thacker and Ryan Thacker have issued a critical warning to Utah residents who are planning to file for Social Security in the next five years. “Social Security is a crit...
Year end financial planning is imperative to preparing for the New Year. Here are ten strategies to consider....
When planning for retirement, Canadians often turn to registered retirement savings plans (RRSP) as a tax-advantaged option to grow their money. After all, RRSPs are designed to help you accumulate re...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Save $100K+ in Taxes Over Your Li...
I’m 65 and plan on retiring from full time employment in 26 months. I have a military pension, 900k in retirement savings (mostly in non-Roth, unfortunately), planning on drawing SS when I retir...
[podcast-transcript possessive=”Todd’s best tips for epochal change”] Two years ago, I announced to my Expectancy Wealth Planning course community that we were about to enter epochal...
Nobody Wants Responsibility For Your Retirement So They’re Passing The Buck To You. Do You Know How To Benefit? Key Ideas The reason retirement planning changed from socialized to personalized. ...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How Can Retirees Avoid the Tax Bomb in T...
Planning to retire early? Joe and Big Al spitball on bridging the gap to your retirement income when there’s a pension in the mix, today on Your Money, Your Wealth® podcast 456. Manley and h...
Both my husband and I will have pensions, in planning our budget for retirement how do I know how much to subtract for taxes? Between the two pensions our monthly gross pay will be roughly $8,300 -$8,...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Secure the Right Path to Your Reti...
Hello I moved from Texas where we had a estate plan done by professional board certified estate planning attorney. However now we are in a different state Oregon that has estate tax and so I went to o...
Companies can help overcome talent scarcity by offering resources such as financial literacy courses, planning tools, budgeting advice and other services....
Living single is on the rise. Trends indicate that singlehood is not only more common but is celebrated worldwide. What might living solo mean for retirement planning?...
Hello folks. Wife and I at that age we're planning to retire. Although we're pretty simple and don't live fancy, we have both worked professionally for decades and have 401k's about $1m each, we have ...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Financially Prepare for Family Car...
What are the benefits of Roth conversions in retirement planning? James addresses questions about when Roth conversions become worthwhile. This episode explores key factors: Changes in tax bracket Spo...
Optimizing your tax planning can help business owners reach financial freedom faster. Maximizing your Solo 401(k) benefits can help you pay fewer taxes....
If you haven’t done this yet, do it as part of your retirement planning! You aren’t going to be alive and well forever. Yeah, I know thinking about this is a bummer. You and your spouse/pa...
Don’t get trapped by binary thinking in retirement planning. Creativity helps you find the balance between living a great life today and planning for tomorrow....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Medicare Decisions to Protect Your Heal...
Your estate planning documents, account titles, beneficiary designations, insurance and advisers must all be coordinated for your estate plan to work....
Just over 3 months ago, I made a post called Pre-Retirement Senioritis, and I felt pretty badly about not getting certain tasks done, spending large chunks of my day planning for retirement. Many of y...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How To Live An Abundant Life. Summary: [...
Retirement planning consists of 2 broad phases – accumulation and withdrawal. Early retirement is difficult to achieve because there is less time to build wealth and more years to spend. The tim...
Today I bring you a case study of a reader that planned diligently for early retirement. Life played out much differently from those plans. Still the process of saving and planning combined with the a...
Life insurance is a frequently overlooked component of retirement planning for various reasons: Some people may already have life insurance in place and think the policy they set up years ago still me...
It is time for Gen-X to get serious about retirement planning. The choices you make today will determine how happy, healthy and wealthy a retirement you have....
October 6, 2023 – There’s been a lot of chatter about the Bill Perkins book “Die With Zero” and its approach to life and retirement planning. Most recently, just yesterday on t...
The most effective retirement planning involves keeping up with current legislation and using it mindfully to make the most of your savings and do the things you’ll enjoy most in retirement. For...
By Dr. Jim Dahle, WCI Founder When it comes to planning for retirement, there are three concepts that physician investors often misunderstand. Unfortunately, two of these three constitute “bad n...
Poor succession planning was at the heart of the HBO show Succession, but this financial advisory business owner is here to help you prevent that from happening at your business....
I know that we need to talk with a planner, but was hoping for some practical advice here. I am a Massachusetts teacher, and am planning to retire June 2027 to fully vest at 80% (I've paid into it a l...
Sept. 5, 2023 — By now many Topretirements.com Members and visitors are well into their retirement planning, if not already retired. The next generation is coming along now, Gen Xers, folks born...
July 20, 2023 — Just about everyone knows that not having a will is a really bad idea. But still, about 60% of Americans either don’t have one or have no estate planning. But almost as bad...
We all have blind spots. For those who are planning on retiring in the next few years, retirement blind spots can be dangerous. Wouldn’t it be helpful… …If we could […] The pos...