Planning

Showing 50 results of 1171

Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning

Feb 27 2025

We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there....

kiplinger.com

Planning

Estate

Will Dr. Oz Push Medicare Advantage Plans if Confirmed?

Feb 27 2025

As original Medicare faces funding shortfalls, Dr. Oz may shift to private insurance providers through Medicare Advantage. Here's what we know so far....

kiplinger.com

Planning

Medicare

8 Things to Consider Before Rolling Over Your 401(k)

Feb 27 2025

When leaving an employer, conventional wisdom suggests that you also rollover your 401(k) plan to an IRA. Not always the best call, though. The post 8 Things to Consider Before Rolling Over Your 401(k...

financialducksinarow.com

Planning

Ira

Trump’s Plan to Eliminate Taxes on Social Security Forgets Your Children

Feb 26 2025

A new analysis reveals that the policy change would mainly benefit high-earning retirees or those close to retirement....

kiplinger.com

How Confident Are You in Your Retirement Plan? Find Out With This Quiz

Feb 26 2025

On a scale of 1 to 10, how confident are you in your retirement plan? This quick quiz will help you find out if it's on track, or whether it needs more work....

kiplinger.com

Planning

Planning to Leave Your Business? How to Find the Right Buyer

Feb 25 2025

When you leave your business, your retirement, your employees and your legacy are at stake....

kiplinger.com

Planning

How To

Public Employees More Likely to Opt for Default Investments in DC Plans

Feb 21 2025

New MissionSquare Research Institute study shows more than 80% of public defined…...

401kspecialistmag.com

Planning

Corporate Roundup: ALI Creates Retirement Assistant, Creative Planning Buys Maxwell Wealth Strategies

Feb 21 2025

The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more...

401kspecialistmag.com

Planning

Wealth

5 Tips For Making Semi-Retirement Work

Feb 21 2025

Semi-retirement can be a great strategy for improving your finances and lifestyle, but it will take smart planning to make it successful....

forbes.com

Planning

Lifestyle

Strategy

Should We Hire A Financial Planner?

Feb 21 2025

My husband [61] and I [58] plan to retire in 4 yrs when he turns 65. He is not concerned about the money/budget aspect of our early retirement, but I'm panicking we wont have enough to live on long-te...

reddit.com

Social Security in 2025: Experts Weigh in on How the Trump Administration’s Plans Could Reshape Retirement

Feb 21 2025

There’s a lot happening in the federal government, and American retirees could see changes in their budgets and benefits as a result....

money.usnews.com

Planning

Social Security

Forced Into Retirement? Here Are 5 Steps to Take as Soon as You Can

Feb 20 2025

Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 5 step plan. The post Forced Into Retirement? Here Are 5 Steps to Take as ...

boldin.com

Planning

Early Retirement

4 Steps To Preserving A Collection Or Other Special Assets

Feb 19 2025

Serious collectors often put a lot of time and other resources into their collections. The next and most difficult step is to develop a long-term plan to preserve the collection....

forbes.com

Planning

Retirement Planning for Police and Fire with Kimberly Stratman

Feb 19 2025

Exploring the unique challenges and needs of first responders in retirement with retirement coach and former police lieutenant Kimberly Stratman. When we need them most, first responders rise to answe...

keilfp.com

Planning

Fire

Retirement Plan Live Debrief with Tanya Nichols

Feb 19 2025

? Show Notes In this episode, we explore the essential questions of retirement planning with financial expert Roger Whitney and guest Tanya Nichols from Align Financial. They dissect the case studies ...

share.transistor.fm

Planning

Here's How Estate Planning Can Make Your Retirement Easier

Feb 18 2025

These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years....

kiplinger.com

Planning

Estate

What Happens to Your Crypto When You Die? Estate Planning for Digital Assets

Feb 18 2025

Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike traditional assets, crypto presents unique challenges—there’s no customer service line to reco...

sites.libsyn.com

Planning

Estate

Crypto

?? Make Money Plans if You Want to Retire Abroad (AARP Article)

Feb 18 2025

FROM THE ARTICLE: Retiring Abroad? Make Plans for Handling Your Money. What older expats need to know about banking, taxes and more. By Jon Marcus, AARP. Reviewed by Sophia Titley and Lief Simon, Live...

community.aarp.org

Planning

Income

Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After

Feb 14 2025

Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money. The post Retirement for Couples: 10 Essential Planning Co...

boldin.com

Planning

Inbox Questions | Cryonics and Trusts: Planning for a Future You?

Feb 14 2025

In this episode, we dive into Stephen’s fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. I...

sites.libsyn.com

Planning

Trusts

How to Improve Decumulation Planning

Feb 14 2025

We have never been big fans of Monte Carlo models for determining how much one can afford to spend in retirement from year to year. As actuaries, we believe that following the simple “3M” ...

howmuchcaniaffordtospendinretirement.blogspot.com

Planning

How To

15 Myths About 529 Plans That Stop Parents (and Grandparents) From Using Them Right

Feb 13 2025

529 plans are way more flexible than people realize, and if you know the rules, there are smart ways to use those funds without getting hit with penalties. Considering that as of June 2024, there were...

dadisfire.com

Planning

Mistakes

Parents

DIY Retirement Planning: A Smart Move or a Risky Endeavor?

Feb 13 2025

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....

kiplinger.com

Planning

Risks

These Two Issues Are Critical to Efficient Retirement Planning

Feb 12 2025

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....

kiplinger.com

Planning

The Most Important Thing You Can Do For Your Financial Plan

Feb 12 2025

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...

buzzsprout.com

Planning

Take Action Now for a Resilient Retirement

Feb 12 2025

? 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...

share.transistor.fm

Planning

House and Senate Reintroduce CITs in 403(b) Plans Legislation

Feb 11 2025

Both bills would open a path for 403(b) plans to invest in CITs...

401kspecialistmag.com

Planning

Real Estate

New Digital Experience for Corebridge Retirement Plan Participants

Feb 11 2025

Changes launched today help participants take action with streamlined look and feel,…...

401kspecialistmag.com

Planning

Holly Knight’s High-Profile Move to Alera Group

Feb 11 2025

High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...

401kspecialistmag.com

Advisors

Planning

How to Find a Financial Adviser for Retirement Planning

Feb 10 2025

Finding the right financial adviser for retirement planning can save you time and money in the long run....

kiplinger.com

Advisors

Planning

How To

Investing and estate planning questions as we approach retirement-still working

Feb 10 2025

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...

reddit.com

Investing

Planning

Estate

Worried about moving for retirement

Feb 10 2025

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...

reddit.com

Planning

Spouse

Financial Strategies Borrowed From the Super Bowl Playbook

Feb 09 2025

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....

kiplinger.com

Planning

Strategy

Three Ways to Plan Now for a Social Security Shortfall Later

Feb 09 2025

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....

kiplinger.com

Planning

Social Security

Seven Biggest Financial Planning Myths: How Many Do You Believe?

Feb 07 2025

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....

kiplinger.com

Planning

Mistakes

Empowering Widows: Five Goals for Financial Security in 2025

Feb 07 2025

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....

kiplinger.com

Planning

Estate

Economic Indicators: 22 Data Points to Consider as You Try to Predict the Future

Feb 06 2025

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 ...

boldin.com

Planning

Medicare Advantage Plans: Prior Authorization Denial Rates

Feb 06 2025

Will your care be denied? Medicare Advantage insurers use prior authorization to manage utilization and lower costs. How does your plan measure up?...

kiplinger.com

Planning

Medicare

Financial Planning for Marriage, Separation, and Singlehood - 515

Feb 05 2025

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...

purefinancial.com

Planning

Don't Fly by Feeling in Retirement

Feb 05 2025

? 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...

share.transistor.fm

Planning

No Taxes on Social Security? Here’s What Trump’s Plan Means for You

Feb 05 2025

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...

buzzsprout.com

Taxes

Planning

Social Security

What vacations have been your best yet?

Feb 04 2025

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 ...

reddit.com

Planning

Spouse

Retirement Income Planning for Unfunded Health Care Costs

Feb 04 2025

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....

kiplinger.com

Planning

Income

Health

Ep 406: How Age & Wisdom Impact Financial Planning

Feb 04 2025

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...