Browsing Tag
Retirement Planning
356 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
Pensions See Strongest Policy and Market Environments in Years
“Defined Benefit (DB) pension plans in the United States are emerging from the COVID-19 pandemic into one of…
Guiding Plan Participants Past Tax Fears
Discover advisor tax planning strategies to ease client fears, avoid speculation, and focus on long-term financial goals.
Fidelity: Couple Retiring Today Needs This Much to Cover Medical Expenses
A 65-year-old couple retiring this year can expect to spend $300,000 in health care and medical expenses throughout…
‘Financial Wellness Membership’ Targets Boomers
Silvur launches first-of-its-kind “financial wellness membership” via an app for the modern Boomer retiree in a post-pension world.
Calculators Show Impact of Potential Social Security Benefit Cuts
As the retirement planning world awaits the latest annual Social Security Trustees report—expected to drop any day now—one…
Peter Mallouk Launches Financial Education Center in Low Income Area
The country’s wealth gap is a perennial problem, one exacerbated by the COVID pandemic. A lack of access…
Biden’s ‘Historic’ Spending Plans Could Spur Rush to Roths
There could be a “cause and effect” in play in the retirement market as President Joe Biden unveiled…
Americans Fear Post-Pandemic Tax Pinch
One in five Americans say they will have to delay retirement—or not retire at all—as a result of…
Bernie Goes After Billionaires Again with New Tax
Senator Bernie Sanders’ newly introduced “For the 99.5% Act” would slap a progressive estate tax on the fortunes of billionaires.
Creative Planning’s Buying Spree Extends into 2021 with Biggest Deal Yet
Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (RIAs), announced Feb. 4 it has acquired…