Browsing Tag
Retirement Planning
353 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.
‘Best Places to Retire in the U.S.’ List has a New No. 1
Florida took a majority of the top 25 spots, sweeps the top three in U.S. News & World Report’s new “2020-21 Best Places to Retire” rankings.
Retirement Readiness at Risk for People of Color
Retirement Readiness POC faces risks as many feel prepared but lack investments and progress, highlighting the need for better planning.
The Rising Tide of the Roth 401k
Many employer-sponsored retirement plan participants are conflicted in deciding which type of account is best for their 401k…
3 Product Launches Highlight How 401(k) Admin is Changing
In just the past week, three companies of widely varying sizes introduced new products aimed at the retirement…
5 Least and Most Expensive States for ‘Retiring Comfortably’
Yet another iteration of “best and worst states to retire” is out, and this one focuses on ranking…
Targeted Help: How TDFs Aid Investors in the Current Market Crisis
Sponsored By: How are target-date funds performing in the pandemic-driven market crisis? What’s the biggest surprise and/or…
Episode 6: Creative Planning’s Peter Mallouk on What’s Right (and Really Wrong) With 401(k)s
Peter Mallouk says 401(k) plans are expensive, overly complex, needlessly complicated and involve too many third parties.…
Pandemic Panic Exacts Risk Tolerance Price
Not that it’s much of a surprise, give human behavior and the nature of panics, but one in four Americans now say they have a lower risk tolerance.
4 COVID-Related Retirement Planning Trends
It’s the weekend (isn’t it? Sometimes hard to tell these days), which makes it as good a time…
Protecting Retirement Savings with Emergency Funds
We may find ourselves greeting other people with elbow bumps, working from home, and having a whole new appreciation for emergency fund savings accounts.