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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? 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...
Technology and tech-enabled services are new costs in retirement planning and longevity preparedness....
401GO will power isolved's three retirement plans through the company's cloud technology platform...
401GO will power isolved's three retirement plans through the company's cloud technology platform...
As many leading companies abandon their DEI strategies, is the retirement plan industry on…...
Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to help safeguard their tomorrow....
FROM THE ARTICLE: How to Plan for Retirement When You Don’t Have Kids. Childless older adults face different challenges in housing, health care and estate planning. By Tamara E. Holmes, AARP. **...
Intersectionality helps explain why personal finance is more personal than it is finance....
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
Hi everyone, I am wondering if cost of living, inflation, etc has changed or will change your plans for travel in retirement? I would love to read your thoughts in the thread below. The reason I am as...
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…...
FROM THE ARTICLE: AARP calls for reassurances from SSA on commitment to customer service. By Andy Markowitz, AARP. Published February 28, 2025. The Social Security Administration (SSA) announced plans...
Medicare Advantage enrollees have until March 31 to make changes to their selections....
If you're thinking about retiring from your private practice, here are a few things to think about before you get ready to sell. The post Planning to Retire? Exit Strategies for Physician Private Prac...
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search....
How Bitcoin Volatility Affects Long-Term Financial Planning...
What Goes Into Effective Long-Term Retirement Planning?...
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...
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there....
As original Medicare faces funding shortfalls, Dr. Oz may shift to private insurance providers through Medicare Advantage. Here's what we know so far....
When leaving an employer, conventional wisdom suggests that you also rollover your 401(k) plan to an IRA. Not always the best call, though. The post 8 Things to Consider Before Rolling Over Your 401(k...
A new analysis reveals that the policy change would mainly benefit high-earning retirees or those close to retirement....
On a scale of 1 to 10, how confident are you in your retirement plan? This quick quiz will help you find out if it's on track, or whether it needs more work....
When you leave your business, your retirement, your employees and your legacy are at stake....
New MissionSquare Research Institute study shows more than 80% of public defined…...
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more...
Semi-retirement can be a great strategy for improving your finances and lifestyle, but it will take smart planning to make it successful....
My husband [61] and I [58] plan to retire in 4 yrs when he turns 65. He is not concerned about the money/budget aspect of our early retirement, but I'm panicking we wont have enough to live on long-te...
There’s a lot happening in the federal government, and American retirees could see changes in their budgets and benefits as a result....
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 5 step plan. The post Forced Into Retirement? Here Are 5 Steps to Take as ...
Serious collectors often put a lot of time and other resources into their collections. The next and most difficult step is to develop a long-term plan to preserve the collection....
Exploring the unique challenges and needs of first responders in retirement with retirement coach and former police lieutenant Kimberly Stratman. When we need them most, first responders rise to answe...
? 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 ...
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years....
Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike traditional assets, crypto presents unique challenges—there’s no customer service line to reco...
FROM THE ARTICLE: Retiring Abroad? Make Plans for Handling Your Money. What older expats need to know about banking, taxes and more. By Jon Marcus, AARP. Reviewed by Sophia Titley and Lief Simon, Live...
Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money. The post Retirement for Couples: 10 Essential Planning Co...
In this episode, we dive into Stephen’s fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. I...
We have never been big fans of Monte Carlo models for determining how much one can afford to spend in retirement from year to year. As actuaries, we believe that following the simple “3M” ...
529 plans are way more flexible than people realize, and if you know the rules, there are smart ways to use those funds without getting hit with penalties. Considering that as of June 2024, there were...
You can cut the cost of retirement planning by doing it yourself. But for something this important, it might be wiser to call in the professionals....
You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — and your legacy — could be at risk....
James challenges the idea that financial security comes from always having more—more savings, more income, more investments. Studies show that no matter how much people have, they often feel lik...
? 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...
Both bills would open a path for 403(b) plans to invest in CITs...
Changes launched today help participants take action with streamlined look and feel,…...
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...
Finding the right financial adviser for retirement planning can save you time and money in the long run....
Sorry in advance for the long post. Life gets more complicated as you get older! I’ve been handling our personal investments for years thru self-directed IRAs at Wells Fargo, but I suspect I&rsq...
I am 67, my husband is 68 and we both plan to retire at 70. Our desire in retirement is to have a bigger piece of property where we can do extensive gardening. We currently live in a nice suburban hom...