Planning
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Social Security Fairness Act: Five Financial Planning Issues to Revisit
Mar 24 2025
More money as a public-sector retiree is great, but there could be unintended consequences with taxes, Medicare and more if you're not careful....
kiplinger.com
We are Babysitting every other week. All week.
Mar 23 2025
Hello! I’m still working until June FT then plan to go part time, every other week when we don’t have our grandkid. She’ll be 2 soon. Our son split from wife in 2023 just after hubby...
reddit.com
Hackman Tragedy Reveals Retirement Planning’s Missing Piece: Longevity Preparedness
Mar 23 2025
More than money. Hackman tragedy reveals retirement planning's fatal flaw: ignoring the support systems needed for aging well. Longevity preparedness is essential....
forbes.com
This Surprisingly Versatile Account Should Be in Your Retirement Plan
Mar 21 2025
The Swiss Army knife of accounts can help provide tax-free income in retirement. 'Be Prepared.'...
kiplinger.com
Would A Mega Backdoor Roth Work In Your 401(k) Plan?
Mar 21 2025
If available, you may be able to access additional Roth savings annually. However, there are important considerations for employers and employees to keep in mind....
forbes.com
A thank you & quick Introduction
Mar 20 2025
Good evening everyone! Thanks for allowing me to join. I’m now 67 and I retired in 2021 after stints in the U.S. Army and at the VA. My original plan was to retire at 62. But, as fortune would h...
reddit.com
Episode 6: Keys to a Successful Retirement Plan
Mar 20 2025
Are you ready to secure your financial future? Join Sean as he dives into the essential elements of a successful retirement plan. In this episode, Sean will guide you through maximizing your Social Se...
mysmartretirement.flemingfinancialservices.com
Curiosity: The Key to a Happy Retirement
Mar 19 2025
Show Notes In this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirement planning- mindset. Join us as we discuss how curiosity can enhance yo...
share.transistor.fm
Experience with Tricare For Life?
Mar 18 2025
My husband is retired from the military and we became eligible for Tricare when he turned 60. I’m planning to retire the end of October at age 64. What have your experiences been with Tricare co...
reddit.com
Retirement Planning for Female Physicians: Unique Considerations
Mar 17 2025
For most female physicians, retirement isn’t just a milestone, it’s a hard-won victory achieved after decades of using medical brilliance ... Read more...
physicianonfire.com
People on Medicare advantage plans, what is your experience?
Mar 17 2025
So, I am planning for retirement and by FAR the largest line item in our future budget is healthcare, especially after Medicare kicks in. So I am just wondering...is medicare advantage adequate for yo...
reddit.com
The "one more year" before retirement question.
Mar 17 2025
So, I read the rules and I'm hoping I qualify to ask this question, as I am currently 53 and plan on working until 59. So that part should qualify me, however, my specific question is regarding my upc...
reddit.com
As life expectancy rises, retirement strategies lag
Mar 16 2025
Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact....
financial-planning.com
The Power Of Progress: A Simple Exercise To Maintain Financial Momentum In Uncertain Times
Mar 16 2025
Regardless of the markets’ machinations, we can absolutely continue to make progress in our financial plan beyond our portfolio. This exercise from Daniel Pink shows how....
forbes.com
Retirement Planning Temptations
Mar 16 2025
Are you allowing temptations to jeopardize your retirement? On this episode, we discuss several financial temptations that can sometimes stymie retirement plans. Glenn is available for in person and o...
retirementroadmappodcast.podbean.com
Deferred Compensation Plans — 457(b), 457(f), and 409(a)
Mar 15 2025
More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s. The post Deferred Compensation Plans — 457(b), 457(f), and 409...
whitecoatinvestor.com
Top DC Plan Recordkeeper Websites Ranked in New Report
Mar 15 2025
Website experience benchmark report finds TIAA tops among 14 leading recordkeepers, edging…...
401kspecialistmag.com
Have $1M+ Saved? Consider a Financial Planning One-Stop Shop
Mar 14 2025
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs....
kiplinger.com
Is 2025 a Bad Year To Retire?
Mar 13 2025
Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing....
kiplinger.com
What You Should Know About 7 Widely-Used Estate Planning Trusts
Mar 13 2025
Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....
forbes.com
Planning for Healthcare Costs in Retirement as a Physician
Mar 12 2025
After decades of dedication and hard work, retirement comes as a well-deserved reward, a time to finally prioritize the joys ... Read more...
physicianonfire.com
5 Facts You Need to Know About Your Retirement Plan
Mar 10 2025
Fact about your retirement plan that you may or may not be aware of. Things to consider as you take action to participate. The post 5 Facts You Need to Know About Your Retirement Plan appeared first o...
financialducksinarow.com
[Reduction in Force] Part 22: How Can I Access My Thrift Savings Plan (TSP)?
Mar 10 2025
ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow federal employees to take from their TSP at various ages if they are RIF’ed. KEY TAKEAWAYS: How do employees access TSP after th...
fedimpact.com
[Reduction in Force] Part 14: Are Cash Payments (VSIPs) Being Offered?
Mar 10 2025
ProFeds Founder, Chris Kowalik, reviews the possibility of cash payments being offered to federal employees as part of the RIF plan. KEY TAKEAWAYS: Rules of the Voluntary Separation Incentive Payment ...
fedimpact.com
[Reduction in Force] Part 4: 12 Things Every Federal Employee Should Do NOW
Mar 10 2025
ProFeds Founder, Chris Kowalik, lists 12 things every federal employee should do in light of the pending Reduction-in-Force (RIF) plans in the works from federal agencies. These items will help smooth...
fedimpact.com
What Is a Portable Retirement Plan and Should You Have One?
Mar 09 2025
Portable Retirement Plans allow employees to take their retirement savings with them when they change jobs without losing their accumulated savings....
kiplinger.com
Planning Tip--How Will My Funded Status Be Affected?
Mar 09 2025
As discussed in previous posts, your Funded Status is an easily calculated, robust metric used to measure your financial health in retirement. Measuring and monitoring your Funded Status annually can ...
howmuchcaniaffordtospendinretirement.blogspot.com
Retirement Experts Ryan Thacker and Tyson Thacker Release Updated B.O.S.S. Retirement Blueprint: Your Guide to a Secure and Independent Retirement
Mar 08 2025
To read on Yahoo Finance, Click Here Salt Lake City, Utah, March 4, 2025 — One of the most comprehensive retirement planning books is celebrating its latest edition with an…...
bossretirement.com
How To Choose The Best Medicare Plan For You
Mar 06 2025
A question has been plaguing me lately… “How To Choose The Best Medicare Plan For You” I’m turning 62 this month and inching closer to a decision […] The post How To Ch...
theretirementmanifesto.com
?? How You Can Plan for Retirement Like a Veteran (AARP Article)
Mar 06 2025
FROM THE ARTICLE: How to Plan for Retirement Like a Veteran. Surveys show ex-service members retire with more assets, less debt and greater confidence. Here are six ways to follow their lead. By Jon M...
community.aarp.org
10 Ways to Refine Your Financial Plan for a More Secure Future
Mar 05 2025
Significant benefits throughout the rest of the year can be had if you take some time now to revisit your financial plan and adjust accordingly....
kiplinger.com
Retirement plan analysis suggests rampant fiduciary breaches
Mar 05 2025
Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits....
financial-planning.com
What Life Expectancy Should I Use in My Retirement Plan?
Mar 05 2025
? Show Notes In this episode, Roger Whitney tackles the critical question of life expectancy in retirement planning. With statistics from the CDC, he guides listeners through the complexities of deter...
share.transistor.fm
Technology Is The New Essential Cost In Retirement Planning
Mar 04 2025
Technology and tech-enabled services are new costs in retirement planning and longevity preparedness....
forbes.com
Trump Labor Secretary Nominee Clears Senate Committee
Mar 04 2025
401GO will power isolved's three retirement plans through the company's cloud technology platform...
401kspecialistmag.com
401GO Partners With isolved on Retirement Plan Offering
Mar 04 2025
401GO will power isolved's three retirement plans through the company's cloud technology platform...
401kspecialistmag.com
Moving Away From an ‘Old Boys Club’ to Leading Diversity Initiatives
Mar 04 2025
As many leading companies abandon their DEI strategies, is the retirement plan industry on…...
401kspecialistmag.com
Planning for Healthcare Costs: How Financial Advisers Can Guide Their Clients
Mar 03 2025
Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to help safeguard their tomorrow....
kiplinger.com
?? Planning for Retirement When You DON'T Have Kids (AARP Article)
Mar 03 2025
FROM THE ARTICLE: How to Plan for Retirement When You Don’t Have Kids. Childless older adults face different challenges in housing, health care and estate planning. By Tamara E. Holmes, AARP. **...
community.aarp.org
Intersectionality And Money: Why Financial Planning Is More Personal Than Finance
Mar 02 2025
Intersectionality helps explain why personal finance is more personal than it is finance....
forbes.com
High-Net-Worth Individuals and Estate Planning Under Trump
Mar 02 2025
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
kiplinger.com
Has (or will) cost of living change your retirement travel plans?
Mar 02 2025
Hi everyone, I am wondering if cost of living, inflation, etc has changed or will change your plans for travel in retirement? I would love to read your thoughts in the thread below. The reason I am as...
reddit.com
Building a Strong Retirement Foundation with The B.O.S.S. Retirement Blueprint (Ep. 11)
Mar 02 2025
What lessons can a mudslide teach us about retirement planning? In this episode, Ryan Thacker and Tyson Thacker share a powerful metaphor of water wreaking havoc, drawing from a personal…...
bossretirement.com
? Social Security Plans ‘Significant’ Staff Reductions (AARP Article)
Mar 01 2025
FROM THE ARTICLE: AARP calls for reassurances from SSA on commitment to customer service. By Andy Markowitz, AARP. Published February 28, 2025. The Social Security Administration (SSA) announced plans...
community.aarp.org
Five Reasons Why You Should Review Your Medicare Advantage Plan Before Open Enrollment Ends
Feb 28 2025
Medicare Advantage enrollees have until March 31 to make changes to their selections....
kiplinger.com
Planning to Retire? Exit Strategies for Physician Private Practice
Feb 28 2025
If you're thinking about retiring from your private practice, here are a few things to think about before you get ready to sell. The post Planning to Retire? Exit Strategies for Physician Private Prac...
whitecoatinvestor.com
Want to Hire a Financial Planning Firm? Five Questions to Ask
Feb 28 2025
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search....
kiplinger.com
How Bitcoin Volatility Affects Long-Term Financial Planning
Feb 28 2025
How Bitcoin Volatility Affects Long-Term Financial Planning...
thinksaveretire.com
What Goes Into Effective Long-Term Retirement Planning?
Feb 28 2025
What Goes Into Effective Long-Term Retirement Planning?...
thinksaveretire.com
Legal issues buying into a Continuing Care Retirement Community
Feb 28 2025
We're planning on buying into a Continuing Care Retirement Community in the next couple of years. We've already put a small deposit down to get on their waiting list. And they have an excellent reputa...
reddit.com
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About Planning
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.
Here are some steps you can take to start planning for retirement:
Determine your retirement goals: Consider how much you will need to live on during retirement, where you want to live, and what you want to do in retirement.
Calculate how much you will need to save: Use online retirement calculators or speak with a financial planner to determine how much you will need to save to reach your retirement goals.
Start saving and investing: Contribute to a retirement account, such as a 401(k) or IRA, and consider speaking with a financial advisor about the best investment options for you.
Review and adjust your plan regularly: As your financial situation and retirement goals change, be sure to review and adjust your retirement plan accordingly.
It's never too early to start planning for retirement. The sooner you start saving and investing, the more time your money has to grow and the more prepared you will be for retirement.