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.
Best Places to Retire in 2020: Hope You Like Florida!
Florida dominates U.S. News’ new ranking of 25 Best Places to Retire in 2020, with nine cities total and four of the top six.
Most Americans Want a Financial Planning Mulligan
New survey shows majority of Americans are stressed about their retirement, with 3 out of 4 wishing they could get a financial planning mulligan.
Most Americans Leaving Crucial Legacy Decisions Up in the Air
Legacy planning is a back-burner issue for most Americans according to a new survey by Edward Jones. While…
High Anxiety: Americans Confronted by a Looming Retirement Income Shortfall
You might remember that the World Economic Forum recently estimated that 65-year-old Americans could outlive their retirement savings…
Self-Employed in Retirement Planning Denial?
Retirement is on the back burner for a majority of the self-employed population, and most aren’t utilizing tax-advantaged…
Financial Stability the Key to Happiness, Confidence?
Northwestern Mutual study finds nothing makes people happier or more confident in life than financial stability, yet most say planning needs improvement.
Behavioral Biases Affect Advisors, Too
Advisor behavioral biases like overconfidence and regret avoidance shape decisions. Awareness helps strengthen advisor-client relationships.
Is Financial Stress the New Smoking?
Having less stress in our lives generally has a positive impact on health, but what about reducing financial…
‘Divide and Conquer’ Approach to Managing Finances Fails Women
Women are not taking an equal role to men in planning their financial futures, and research shows it…
3 Steps to Better Tax Treatment of Missing 401(k) Funds
What happens when 401(k)s are orphaned by employees? Like any other unassigned assets, they’re transferred to the states…