Planning

Retirement Year End Planning: Tax-Loss Harvesting

Nov 06 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 ...

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Are You an Estate Planning Procrastinator? Where to Start

Nov 05 2024

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....

kiplinger.com

Planning for 2025's tax brackets and retirement rules

Nov 05 2024

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....

financial-planning.com

Should You Include Real Estate in Your Retirement Plan?

Nov 05 2024

Consider the advantages and disadvantages of using real estate to fund your retirement years....

money.usnews.com

Real Estate

You Need an Estate Plan

Nov 04 2024

If you are reading this, you probably need an estate plan. If you have children, live in states like California, you owe it to your family to have an estate plan that includes a revocable trust. One o...

andrenader.substack.com

A Nightmare on 401(k) Street: The Spookiest Retirement Facts

Nov 03 2024

These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats...

401kspecialistmag.com

Advisors

Americans Short of Plans for Retirement Income

Nov 03 2024

Allianz Life found that 45% of participants worry about how to best take distributions...

401kspecialistmag.com

Income

Q&A with Inspira Financial’s Pete Welsh: Navigating Merger-Related Retirement Plan Considerations

Nov 03 2024

In this exclusive Q&A, 401(k) Specialist sits down with Pete Welsh, Managing Director of…...

401kspecialistmag.com

Five Financial Planning Secrets of Millionaires

Nov 02 2024

You might be surprised: Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way....

kiplinger.com

Medicare Drug Plans Are Getting Better Next Year. Some Will Also Cost More.

Nov 02 2024

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...

kiplinger.com

Get Help To Choose The Best Medicare Insurance Plan For You

Nov 01 2024

We worked with a free consultant to get professional advice on the right Medicare Supplement or Medicare Advantage plan....

forbes.com

Insurance

IRS Announces Retirement Contribution Limits Will Increase In 2025

Nov 01 2024

The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2025....

forbes.com

465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts

Nov 01 2024

What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be taxes. In this episode, we discuss: Current tax deduc...

retirewithpurpose.com

The Quality Of Medicare Advantage Plans...Ain’t What It Used To Be.

Oct 30 2024

The star ratings for Medicare Advantage plans are dropping. In 2025, only seven plans will have a five-star rating....

forbes.com

October 2024 Best of the Web

Oct 28 2024

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...

caniretireyet.com

Roth

Ira

How to Tell if You Have a Lousy 401(k) Plan

Oct 28 2024

Not all 401(k) plans are created equal. Here’s how to tell if yours could be more competitive....

money.usnews.com

Can Financial Planning Really Be Life-Changing?

Oct 27 2024

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?...

forbes.com

Focus on These Five Critical Areas in Retirement Planning

Oct 27 2024

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....

kiplinger.com

How To Slash Taxes On Employer Stock In A 401(k) Plan

Oct 26 2024

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....

forbes.com

Poetic Retirement Planning For Couples

Oct 26 2024

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...

retirementroadmappodcast.podbean.com

Planning is the Missing Link to True Financial Security

Oct 25 2024

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...

boldin.com

Ready for Retirement? Find Your Distribution Planner

Oct 25 2024

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 ...

theretirementsolution.com

Why “Aging In Place” Is Not Always A Good Plan

Oct 24 2024

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....

forbes.com

Think Smart, Retire Smarter: 3 Mental Models For Retirement Planning

Oct 23 2024

Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker....

forbes.com

Five Financial Tips to Help You Plan for the Unexpected

Oct 23 2024

It's impossible to predict the future, but you can still create a financial plan that includes buffers for life's uncertainties....

kiplinger.com

This Election, Your Financial Plans Should Focus on Taxes

Oct 23 2024

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....

kiplinger.com

Q&A with John Hancock’s David Cohen: Exploring the Growing Popularity of CITs in Retirement Plan Lineups

Oct 23 2024

John Hancock’s David Cohen explains why Collective Investment Trusts are increasingly being…...

401kspecialistmag.com

Half of New Retirement Plan Adopters Opt for Pooled Plans

Oct 23 2024

Transamerica survey finds 77% had little to no familiarity with pooled plans prior to adoption...

401kspecialistmag.com

Trump Social Security Plan Would Hike Benefit Cuts, Speed Up Insolvency: CRFB Analysis

Oct 23 2024

If former President’s pledges on campaign trail were to be enacted, budget watchdog says…...

401kspecialistmag.com

Social Security

7 Retirement Planning Mistakes To Avoid

Oct 23 2024

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....

forbes.com

Mistakes

Take Advantage of National Estate Planning Awareness Week

Oct 21 2024

Is an estate plan something you need? There’s a whole week set aside that says you do....

kiplinger.com

I Saved Hundreds Of Dollars Shopping My Medicare Part D Prescription Drug Plan

Oct 21 2024

Medicare’s website makes it easy to compare plans and convenient to enroll in a new plan....

forbes.com

Five Keys to Retirement Planning and Peace of Mind

Oct 20 2024

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....

kiplinger.com

Can You Sign Up for Medicare While Still on an Employer Health Plan?

Oct 19 2024

When you have private insurance through your employer, signing up for Medicare may still make sense. But beware some serious pitfalls....

kiplinger.com

Health

How to Deal with Dementia or Alzheimer’s: 5 Financial Planning Steps to Take Now

Oct 18 2024

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...

boldin.com

Retirement Travel Planning

Oct 18 2024

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...

retirementroadmappodcast.podbean.com

Travel

Don’t Bring Back Traditional Private Sector Defined Benefit Plans

Oct 17 2024

They’re not good for workers and distract from the key issue: continuous coverage. Something I don’t understand about…...

crr.bc.edu

Tools You Can Trust to Protect Your Retirement Plan

Oct 17 2024

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 ...

thinksaveretire.com

Think Smart, Retire Smarter: The Map vs The Territory

Oct 17 2024

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...

share.transistor.fm

Did The Medicare Prescription Payment Plan’s Fix Make It Worse?

Oct 16 2024

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....

forbes.com

I had a good plan. It was going well until it wasn't.

Oct 15 2024

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 ...

reddit.com

How Long Will I Live? Planning for Longevity in Retirement

Oct 14 2024

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...

sites.libsyn.com

The Power Of Death In Financial Life Planning

Oct 13 2024

You never see a U-Haul behind a hearse. Here are 2 exercises to help bring death to life in your financial planning....

forbes.com

Retirement Plan Providers Honored for Best Plan Sponsor Website Experience

Oct 13 2024

DALBAR’s annual plan sponsor website ranking recognizes five providers for stellar…...

401kspecialistmag.com

My Trainer Thinks All His Mom Needs Is A Simple Will

Oct 13 2024

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...

forbes.com

How to Boost 4 Different Happiness Hormones and Reduce Stress through Financial Planning

Oct 12 2024

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 ...

boldin.com

Universal Retirement Truths – Part 1

Oct 12 2024

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 ...

retirementroadmappodcast.podbean.com

You're 60 Years Old With $1 Million Saved: Can You Retire?

Oct 11 2024

The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning....

kiplinger.com

Are You Ready to Retire? Here’s a One-Year Countdown Plan

Oct 11 2024

Thinking about retirement? Dana Ferris from HumbleDollar shares her one-year countdown to July 2025, combining smart financial moves with exciting ... Read more...

physicianonfire.com