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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Both generations need to embrace change and leverage real estate as a dynamic asset in their retirement planning. Here's how financial advisers can help, too....
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis....
I am almost 64 and so is my husband. He started drawing early retirement this past year. I am still working and am planning on waiting as long as possible to draw mine and mine is going to be signific...
To read this story on KSL.com, click here. Up to 85% of your Social Security benefits could be taxed. Many families planning for retirement don’t realize this – or how…...
Tax planning might not top everyone's list of leisure activities, but in the middle of tax season there’s a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embrac...
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, Allison and I take a look at net unrealized apprecia...
? Show Notes In this episode, we break down the essentials of asset allocation and time management in retirement planning. Join us as we explore why it's crucial to focus on the basics rather than get...
Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought....
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and th...
We feel retirement planning has never been more important, yet confidence in a secure financial future is shrinking. A March 2025 Fidelity Investments® State of Retirement Planning study reveals t...
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Video: Taxes in Retirement Office Hours app...
Author Benjamin Brandt explains how retirement planning starts with the practice during your working years in order to prepare for a successful retirement...
? Show Notes In this episode, we kick off a month-long series on retirement basics, emphasizing the crucial role of partnership in planning for retirement. We discuss why it's vital for both spouses t...
Hello, Planning to retire soon around age 62 or 63. With a stable job, market crashes, recessions and downturns have been for me opportunities to invest and profit from the subsequent recovery. I wond...
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Video: Get Started Series 1, A Tour of the ...
Can you claim Social Security if you move overseas? Here's what you need to know if you're planning a retirement outside the U.S.......
The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right planning moves can reduce taxes for the year....
What if your retirement lasts much longer than you anticipated? Increasing life expectancies have reshaped our understanding of retirement and financial planning in recent years, and we’ll likel...
The goal of retirement planning is to maximize quality of life by enhancing retirement income and spending. Some are playing it too safe. The post 4 Reasons Your Retirement Plan Is Overly Conservative...
More than money. Hackman tragedy reveals retirement planning's fatal flaw: ignoring the support systems needed for aging well. Longevity preparedness is essential....
Planning for retirement is crucial, especially for those self-employed or anyone without an employer-sponsored retirement plan. A Roth solo 401(k) might be the solution....
Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These estate planning and asset protection strategies could help....
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...
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...
Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the tax drag on your retirement income....
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...
I've been planning to retire at the end of this calendar year, at the age of 59. Currently I have over 1400 hours of accumulated sick leave, roughly 35 weeks (considering a 5-day work week). While I c...
Answering reader questions about tax liability in retirement, Social Security tax limits, tax-gain harvesting in UGMA accounts, and whether it is important to do estate planning to avoid probate. The ...
Planning to travel in retirement? In this episode, I sit down with Andrew Motiwalla from The Good Life Abroad to discuss how retirees can make the most of their travel experiences—without the st...
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…...
You should check out the mega backdoor Roth tax-planning strategy. The huge life time tax savings can improve the health of your retirement income....
? 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...
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…...
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...
It's never too late to start planning and saving for life after work....
This post is a follow-up to our post of February 13, 2025, How to Improve Decumulation Planning. Subsequent to that post, we received our copy of Retirement Planning Guidebook, by the preeminent retir...
Planning ahead for early retirement can help you avoid some common obstacles. But it will also help you cope if you lose your job unexpectedly....
Semi-retirement can be a great strategy for improving your finances and lifestyle, but it will take smart planning to make it successful....
Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable trust may not work without estate tax formulas....
? 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 ...
I apologize if it is a stupid question but I just don't understand the process. I was reviewing my SS dashboard to see the estimates. That is just for planning. Now I still have at least a decade till...
? 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...
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....
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....
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 ...
Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? ...
? 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...
Caring for parents and children can be a balance. But with a positive, proactive approach, navigating these requirements while planning for a secure retirement doesn’t have to be a high-wire act...
In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of retirement planning. As she heads into retirement herself, she reflects on her exper...
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detrim...