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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Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower the risk of conflict in the future....
Today I have a guest post from personal finance enthusiast Dan Griffin. While Dan is not a practicing financial planner, he passed the CFP exam in 2010 and holds an Executive Certificate in Personal F...
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future....
I spent some reviewing financial plans for this year and next and have noticed I am extremely close to one of the IRMAA income boundaries. I debate on much attention I should pay attention to this. Bo...
Both estate and retirement planning are important for long-term financial well-being and achieving desired legacies. While estate planning involves organizing and managing assets to ensure their effic...
For those of us who experience winter weather and don't have a lot of outdoor activities this time of year, what new activities or events do you plan to participate in these next few months? I plan to...
An interview with Dr. Bryan Jepson, an ER doc who found his way into finance and who became a chartered special needs consultant. He talks about raising children with autism and navigating financial p...
It's no secret that healthcare planning changes in retirement. In this episode we discuss planning a for Medicare, long term care and variety of related topics. Glenn is available for in person and on...
As we approach the end of 2023, we take a step back and discuss strategies and checklists to help determine if the “i's” are getting dotted and the “t's” are getting crossed be...
New study from IRALOGIX examines challenges of managing withdrawals; finds half of…...
"Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the couple's son with special needs. Sam has $400,000 in a Roth I...
If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now they are in - it is time to move forward....
Many of us dream of retiring early to enjoy life with our loved ones. The problem? Few of us—The Jackal included—have the financial resources...
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which co...
2024 is almost in the books. Below are 12 financial planning ideas to consider before year-end....
Welcome to another episode dedicated to enhancing your retirement journey! Today, we wrap up our series on year-end action items with a focus on charitable and family giving. Discover how strategic ch...
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement....
These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills. The post 12 Year-End Tax Planning Strategies to Keep More 2024 Money and Prepare for Futur...
How can you do more of what you enjoy in retirement? Start by creating a plan. Watch a free clip from the “Retirement Ready: Building Your Financial Plan” online […] The post The Bu...
Hi. We're about five years out from retirement. Want to safeguard our nest egg while maximizing any possible returns. Most of it is in pre-tax IRAs. Financial advisor proposes one of two ways to move ...
Join us in this insightful episode as we continue our series on year-end action items, focusing on optimizing your retirement planning. Today, we delve into the intricacies of withdrawing assets, disc...
Thanks to Rivan Stinson for teeing up the Actuarial Approach in Stinson’s recent Washington Post article titled, “Retiring soon? Plot a detailed budget first before tapping your 401(k).&rd...
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed....
Join us as we dive into year-end financial planning strategies to optimize your retirement plan. This episode unpacks the essentials of contributing to various accounts like 401(k)s, IRAs, Roth IRAs, ...
President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....
Thoughts on developing interests after retirement I’m not retired, but working hard to be. My wife and I are currently 55 and m looking at 4-6 more years. I have a retirement planning notebook w...
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new administration could mean for your finances. For most people under 30, a change in l...
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 ...
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....
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....
You might be surprised: Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way....
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?...
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....
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...
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...
Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker....
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....
Is an estate plan something you need? There’s a whole week set aside that says you do....
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....
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...
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...
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...
You never see a U-Haul behind a hearse. Here are 2 exercises to help bring death to life in your financial planning....
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 ...
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The comprehensive financial plans we design at Keen Wealth factor in every piece of available information to help folks plan for what we know is coming and prepare for the unexpected. While recent eve...
If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track....
Are you and your spouse on the same page when it comes to retirement planning? On this episode we explore different aspects of retirement planning for couples and ways to work together as a team. Glen...
The firm's investment will drive further growth at Creative Planning...
Retirement tax planning should begin well before retirement. Listener Jodie, with over $2 million in assets in various types of accounts, is concerned about the high tax bracket she anticipates she be...