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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Retirement rarely goes as planned. Learn four pivots to prepare for the unexpected and build a resilient retirement plan that works—no matter when it starts....
How your choice of pharmacy affects what you pay for Medicare drugs—and why “preferred” doesn’t always mean cheapest. Tips to avoid costly surprises....
This post really targets a subset of subscribers to this subreddit: If you are of retirement age but you've decided to go back to work or you never quit work, and you don't see retirement in your near...
Life isn't linear, so neither should your financial plan, I believe....
Does anyone here utilize the CFP’s available through Vanguard’s Personal Advisor select option? I am thinking of rolling over an old 401k to Vanguard simply because it says they have a fla...
With my intern year done, I have some feedback for my financial plan from before I became a resident. Here are the positives and negatives. The post What I Should Have Told Myself When I Became a Resi...
New edition shows lower investment and recordkeeping fees driving lower total plan costs for…...
New report finds retirement account providers are the primary source of retirement planning…...
You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk....
Planning is valuable, but it isn't the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis. The post Analysis Paralysis: When Too Much Planning Gets ...
According to new Empower research, 47% say the increased cost of living, economy (44%), and tariffs (30%) are impacting 2025 travel plans....
What does it really mean to change someone’s life through financial advice? While we’re not saving lives like doctors, the impact we have on our clients’ futures can be just as meani...
Creating guaranteed income sources in retirement will help you truly enjoy your golden years and spend less time worrying about money....
Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone....
Are you so worried about Social Security disappearing that you want to redo your financial plan? Here's why that approach isn't necessary. The post Social Security Is Not Going Away (But You Might Hav...
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time....
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later....
Greetings. I turned 55 this month and hope to retire in 4 and a half years. My wife and I want to retire in Italy at some point. My tentative plan is to convert my 401k at retirement to a joint life a...
If you want to switch your Medicare Advantage plan or enroll in original Medicare, you're not alone. Here's when it's a good idea and how to go about it....
Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements. The post Boldin Users Show Striking Financial Confiden...
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life). The post The Beige Book, Explained and Takeaways for Retirement Planning appeared first on...
Are you planning to retire in the next five years? Don’t miss the latest episode of Retirement Solutions Radio, where Ryan Thacker reveals the five essential boxes you must check…...
Regulators under President Trump are taking a neutral position on crypto, retreating from the Biden administration’s more cautionary stance....
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized....
Here are free tools to add an advance directive for dementia to your estate plan. These directives detail your preferred medical care for each stage of dementia....
Retirement planning isn’t about chasing numbers, it’s about building a life with intention. The Sequoia System helps you get clear on what matters most, organize your finances around that ...
The higher your stress test score, the more likely your retirement plan will hold steady in a crisis....
Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse....
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family....
One of the basic tenets of the Actuarial Approach recommended in this website is to fund the present value of expected essential expenses in retirement with non-risky assets/investments like: Social S...
Tom Hawkins says this silent subset of participants presents unique challenges that require…...
Trump's budget-reconciliation package could change 529 plan rules as early as this summer. What does that mean for you?...
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
I’m 57 planning to retire at 62. I earn over $100,000 a year working one day a week on the business. I work another day or two doing maintenance around the building. At 62 I plan to shift to mai...
Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch....
? Show Notes In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is u...
Trump's tax plan could mean a higher deduction but reduced health care benefits for older Americans....
Solo agers (and all older adults) can avoid crisis decision making about housing by planning early for supportive, community-based living....
Most people think they need money, skills, or some online course to start making extra income. That’s false. You don’t need a business plan, a fancy degree, or a TikTok following. You need...
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty....
Collaboration with Wayne-Sanderson Farms creates Group of Plans retirement program tailored…...
The Auto Reenroll Act would allow plan sponsors to reenroll non-participants into their…...
The potential for tax-free growth makes Roth IRAs an attractive option for younger savers who have decades to maximize investments....
A financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that....
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritanc...
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks....
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad....
A new Alzheimer’s blood test reveals how predictive health data could reshape the future of retirement planning, longevity preparedness, and financial decisions....
Adaptive financial planning isn’t just about reacting but proactively preparing for a range of possibilities that could lead to an increasing range of positive outcomes....