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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There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. But you have to meet all the qualifications....
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...
Does your financial planner specialize in accumulation or distributions? In this free clip from the online course, “Retirement Ready: Building Your Financial Plan,” you’ll learn why ...
Remaining at home as long as possible is what most people want. But age brings serious safety risks for those living alone. Consider the family's options....
Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker....
It's impossible to predict the future, but you can still create a financial plan that includes buffers for life's uncertainties....
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden....
John Hancock’s David Cohen explains why Collective Investment Trusts are increasingly being…...
Transamerica survey finds 77% had little to no familiarity with pooled plans prior to adoption...
If former President’s pledges on campaign trail were to be enacted, budget watchdog says…...
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....
Medicare’s website makes it easy to compare plans and convenient to enroll in a new plan....
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....
When you have private insurance through your employer, signing up for Medicare may still make sense. But beware some serious pitfalls....
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...
They’re not good for workers and distract from the key issue: continuous coverage. Something I don’t understand about…...
Few things are as essential to securing your future as your retirement plan. Whether you have saved for years or just started, security regarding your retirement nest egg is considered basic to peace ...
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 a number of issues with Medicare.gov's Prescription Payment Plan detail charts. They don't appear to be accurate and are probably misleading....
I was with the company doing well at my job. They paid well. There retirement package was generous. With the pension, 401k and my contribution I was putting 23% away for retirement. Then at 53 when I ...
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....
DALBAR’s annual plan sponsor website ranking recognizes five providers for stellar…...
Creating, implementing and maintaining a fitness program has many of the same steps and concepts as creating a successful estate plan. You need to identify key background information, evaluate and edu...
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 ...
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....
Thinking about retirement? Dana Ferris from HumbleDollar shares her one-year countdown to July 2025, combining smart financial moves with exciting ... Read more...
Does your financial planner specialize in accumulation or distributions? In this free clip from the online course, “Retirement Ready: Building Your Financial Plan,” you’ll learn why ...
so I met with my financial counselor today, to go over all of my budgets pre- and post-retirement, etc. my plan for the past few years, has been to retire at 70 (I just turned 68 in september), so tha...
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Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps....
The Goldman Sachs 2024 Retirement Survey & Insights Report found that while competing priorities affected workers' ability to save, having a plan in place helped clarify goals and the grit require...
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...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! By Laura Petrecca, AARP. Published September 24, 2024. One of the few certainties in life is that unpredictable events will occur. Some can be wonderful, lik...
Depending on what happens in the court system, SAVE might permanently disappear. If you have student loans, what are your best options now? The post 3 Backup Plans If SAVE Is Eliminated appeared first...
You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives....
Retirement plans that worked for Baby Boomers may not fit the bill for Gen Xers. If you're nearing 60, it's time to bring your retirement strategy up to date....
As we approach the final quarter, it’s time to talk about financial risks that could significantly cost you. Let’s say you’ve made a financial goal for 2024. If you aren’t payi...
Global lifespan increases mean later retirements, so plan your finances and health care for your ideal exit....
Hi you two! I first found your blog in 2017, and while it completely changed my plans for the future, it took me a while to get serious about it—better late than never, right? After reading the ...
The Medicare Prescription Payment Plan, also known as MPPP, MP3 or M3P, is a brand-new program that will take effect on January 1, 2025....
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....
I think I know the right answer but …I plan to retire at some point next year and I know I have to roll my 401k and pension into a IRA but do most pull out the money on a monthly basis or pull ...
We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement. The post Prepare for Life After Retirement: 6 Way...
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...
You might need to modify your estate plan before the election — or at least before a new administration....