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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At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning cal...
If you are nearing retirement and have less savings than expected, you are not alone. Many Americans feel the same way. The 2023 Protected Retirement Income and Planning (PRIP) study from the Alliance...
When it comes to your money and planning for your retirement, legacy and more, you might need a professional to help you stay on top of it all....
In this episode, we break down simple strategies to protect your retirement savings when the market gets rough. We’ll start with why staying calm is key and how planning ahead can help you avoid...
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...
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...
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 ...
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....
Visiting all 63 of America’s national parks requires stamina, planning, patience, persistence, flexibility, and a healthy but evolving budget. The post From Road Trips to Bush Planes: Getting to...
I'm retired, husband will be retiring in about 2 years. We are planning to sell our large, Midwestern home and move out west into a smaller house when he does. If we don't go crazy we can pay cash for...
What are the benefits of Roth conversions in retirement planning? James addresses questions about when Roth conversions become worthwhile. This episode explores key factors: Changes in tax bracket Spo...
Planning for retirement is crucial to financial stability, but many individuals unknowingly jeopardize their future by making poor decisions regarding their retirement accounts. Understanding the comp...
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary....
The latest news from The Retirement Planning Group, 401GO, and Northwestern Mutual...
Joe is planning for retirement and wants to minimize his tax burden, especially on the interest earned from his three annuities. James explains that non-qualified annuities are purchased with post-tax...
The "Three Bucket Strategy" is a popular retirement income planning method. The first bucket covers immediate expenses in retirement. Listeners John and Donna are seeking advice on constructing their ...
James explores the concept of sequence of return risk in retirement planning. Most people are unaware of how risky this is, as it doesn’t become an issue until you begin living off your portfoli...
Retirement planning gets serious after age 50. To retire in your 60s, make these three money moves in your 50s....
Learn to make smarter financial decisions with math-driven strategies. James Lange shows how Roth IRA conversions and tax planning can maximize wealth and reduce taxes....
Many couples begin discussing a prenuptial agreement by just wanting to protect their inheritance and end up caught in the intricacies of planning for a divorce....
Fritz, who has been retired for 6 years, discusses his journey to retirement and the importance of purpose, planning, and health. The post Podcast, Episode 85: Intentional Retirement Living with Fritz...
Applying to law school is a major life decision that requires careful planning and preparation. With so many steps involved in the process, from choosing the right school to securing financing, it&rsq...
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits....
Retirement planning is a delicate process, and you need to carefully consider your various income streams, including Social Security benefits. For those of us who plan to continue working while claimi...
The new ad campaign centers Nationwide's financial and retirement planning services...
The earlier you start planning, the more control you have over your future, empowering you to make informed decisions and feel more secure....
hello! I've entered my 50's and I need to start planning for housing...I just like to plan things and of course, I'm single, so it's good for me to plan, too. someone in a subreddit somewhere on reddi...
Today we're joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converti...
This post is a follow-up to our post of April 16, 2022 regarding planning for non-recurring expenses in retirement, with emphasis in this post on long-term care costs. We also build on the example dis...
Am I ruining my chances for an enjoyable vacation? I am planning to go to Salamonca, SP to take a three week course in Spanish at CURSOS INTERNACIONALES de la Universidad de Salamanca. It will meet fo...
#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of...
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board?...
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now....
An interview with Carl Richards—one of the most influential voices in the financial planning world— where we discuss what the behavior gap is, why it is so persistent, and what we as inves...
I’m planning to retire next spring and have managed my own Roth, IRA, 501k, and HSA my entire career. But I feel the need for guidance on a strategy that is personalized for handling all of my i...
My husband and I had an excellent retirement plan and were planning on retiring the same month. We have a vision for what that will be like and what we will do, However, I’m having mobility prob...
Given the increase in the cost of retirement, it’s no wonder many are worried they are behind on 401(k) savings. According to the Northwestern Mutual 2024 Planning & Progress Study, “A...
My wife and I are 68 and planning on traveling around a few states (Ohio, Michigan, Wisconsin and Indiana) in September. If I sign up using SIlverSneakers with Anytime Fitness and Planet Fitness in my...
Watch a free clip from the “Estate Planning in Your Retirement” online course to learn: The 4 essential questions that can help you determine if you need a trust or […] The post Do ...
In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister...
Thanks to Justin Fitzpatrick at Nerd’s Eye View for his recent article reminding us that planning assumptions about the future (in his article, mortality/longevity assumptions) are just assumpti...
Misunderstandings about the solvency of Social Security and Medicare adversely affect the retirement planning of younger generations....
Hi, this is a Canada-specific question. (no retirement sub just for Canada) I am planning to retire in 2 years and move out of the big smelly city back to my hometown in a rural area. Once there, I wi...
Watch a free clip from the “Estate Planning in Your Retirement” online course to learn: The 4 essential questions that can help you determine if you need a trust or […] The post Do ...
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that....
At Keen Wealth, "tax season" is never really over. Our checklist-driven, comprehensive planning process is constantly taking in new information about the folks we work with and changes to tax law. By ...
Retirement is more than planning an endless vacation. Longevity planning is preparing for what, how, where, and with whom to live well in older age for maybe 8,000 days....
What are the key questions for Baby Boomers to ask when it comes to retirement planning? On this episode we explore a variety of questions and perspectives that could make a real difference. Glenn is ...
Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components....
I’m sharing our Colorado relocation story. Despite a few mistakes, we're finding balance in living well now and planning for the future....