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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These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills. The post 12 Year-End Tax Planning Strategies to Keep More 2024 Money and Prepare for Futur...
How can you do more of what you enjoy in retirement? Start by creating a plan. Watch a free clip from the “Retirement Ready: Building Your Financial Plan” online […] The post The Bu...
Hi. We're about five years out from retirement. Want to safeguard our nest egg while maximizing any possible returns. Most of it is in pre-tax IRAs. Financial advisor proposes one of two ways to move ...
Join us in this insightful episode as we continue our series on year-end action items, focusing on optimizing your retirement planning. Today, we delve into the intricacies of withdrawing assets, disc...
Thanks to Rivan Stinson for teeing up the Actuarial Approach in Stinson’s recent Washington Post article titled, “Retiring soon? Plot a detailed budget first before tapping your 401(k).&rd...
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed....
Join us as we dive into year-end financial planning strategies to optimize your retirement plan. This episode unpacks the essentials of contributing to various accounts like 401(k)s, IRAs, Roth IRAs, ...
President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....
Thoughts on developing interests after retirement I’m not retired, but working hard to be. My wife and I are currently 55 and m looking at 4-6 more years. I have a retirement planning notebook w...
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new administration could mean for your finances. For most people under 30, a change in l...
Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner ...
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind....
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act....
You might be surprised: Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way....
If you asked 100 people what the purpose of financial planning is, the reflexive answer of the majority would likely be to have more money. But can we do better?...
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments....
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...
Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker....
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....
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....
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...
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....
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 ...
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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...
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....
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...
The firm's investment will drive further growth at Creative Planning...
Retirement tax planning should begin well before retirement. Listener Jodie, with over $2 million in assets in various types of accounts, is concerned about the high tax bracket she anticipates she be...
Listener Sherry asks a good question: How do large, one-off expenses (like a new roof, new car, etc.) fit in the 4% Rule? James explains the concept of the 4% Rule and its limitations while demonstrat...
Web platform RetireMint offers something most other sources of retirement planning information don’t: advice on the non-financial aspects of quitting work for good. The post What is RetireMint? ...
On this episode we continue our conversation on . . . When It Comes To Retirement Planning . . . “How Do You Know?” Glenn is available for in person and online meetings if you'd like to di...
Use this checklist to create an estate plan that reflects your goals and values....
Were you one of those kids that used to always ask “How do you know?”. It can be a very useful question! This episode starts a two part series of asking “How Do You Know?” when...
You may need to take action before 2024 year-end to protect your estate plan: avoid reciprocal trust & step transaction doctrines, file for the Corporate Transparency Act...
Many people value family and family relationships more than anything. So on this episode, we discuss a number of ways that kids and grandkids can end up influencing retirement plans. Glenn is availabl...
We have moved from a defined benefit plan to a defined contribution plan, which means the onus for saving and investing has transferred from employers to employees....
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed...
Retirement planning has changed over the years, but has the industry evolved to keep up? Your retirement needs are much different from those of your parents' generation. This is why it is important to...
Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study… Only 31% of Americans … got…...
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money....
I am coming up on a year of retirement at 62. We did all the planning ahead of time to make sure we had enough SS income and retirement savings. All good. Dental - If I could go back to my last year b...
Inflation is real, and it'll have a serious impact on your life. You have to be sure you're planning for inflation when building a nest egg. The post Why You Must Adjust for Inflation in Long-Term Pla...
They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered....
Someday, you'll want to step away from your business so you can enjoy a happy retirement. To prepare for that day, these tips are essential....
Today, Dr. Jim Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a passion for educating. His platform is huge, and ...