eMoney Advisor

NOVEMBER 7, 2022

Whether they are on the cusp of retirement or living as a retiree, this is an impactful time of transition. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Nerd's Eye View

APRIL 29, 2025

In this episode, we talk in-depth about how Gideon shaped his firm's staffing to have a higher ratio of advisors to operations staff to serve clients on the Wealth Builder side (given the often extensive planning needs of mid-career professionals) compared to the firm's retired clients (whose plans often stay relatively stable but who need regular (..)

Clients 130

Clients Financial Advisor Planning Assets 130

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

A few days ago I hit the 20 year anniversary of when I first started blogging. That original blog was called Random Roger's Big Picture. Barry Ritholtz started before me, that much I know and we became blogging buddies talking every so often. Blogging led to several opportunities. I mentioned Seeking Alpha above.

Numbers 81

Numbers Taxes Investments Investing 81

Integrity Financial Planning

JUNE 5, 2023

A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement. 1] These numbers are very significant.

Retirement 98

Retirement Financial Advisor Planning Budgeting 98

Integrity Financial Planning

JULY 17, 2023

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. 2] If you are likely to be in a higher tax bracket when you retire, a Roth IRA can be a good way to minimize your taxes in retirement.

Retirement 97

Retirement Taxes Retirement Planning Accounting 97

Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

Financial Planner 246

Financial Planner Financial Advice Investment Planning Planning 246

Random Roger's Retirement Planning

DECEMBER 15, 2023

Unusual Whales (very worth following) Tweeted that "51% of Gen-Xers and 40% of Boomers have said they are 'significantly behind' their retirement, per CNBC." We Aren't Saving Nearly Enough For Retirement. 600,000-$800,000 are workable numbers for long term retirement planning. Barron's pegs Gen-X' perceived need at $1.1

Retirement 97

Retirement Numbers Retirement Planning Engineering 97

Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

Financial Planner 242

Financial Planner Financial Advice Investment Planning Planning 242

WiserAdvisor

SEPTEMBER 20, 2023

In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. You may consult with a financial advisor to understand vested balances in detail and how you can maximize them to boost your retirement savings.

Accounting 100

Accounting Retirement Retirement Planning Planning 100

Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. When it comes to retirement, there’s another aspect of income generation that is introduced. Sources: [1] [link] The post Reexamining the Retirement Investment Portfolio appeared first on Integrity Financial Planning, Inc.

Retirement 98

Retirement Portfolio Investing Investments 98

Integrity Financial Planning

APRIL 14, 2023

When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. In retirement, this assumption is flipped on its head. Work” in retirement isn’t something you have to do; it’s something you actually want to do. In retirement, you should aim to turn your hobbies into full-time projects.

Retirement 98

Retirement Financial Planning Retirement Planning Planning 98

Integrity Financial Planning

APRIL 18, 2023

If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” As you know, medical expenses, long-term care, housing repairs, and other unpredictable costs are just a part of life, so how can you prepare for those kinds of things during your retirement?

Retirement 98

Retirement Medical Budgeting Financial Planning 98

Integrity Financial Planning

DECEMBER 18, 2023

One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Market fluctuations may provoke intense reactions, and the state of your retirement savings can easily incite panic. If your plan is working, then you probably want to stick with it.

Retirement 97

Retirement Retirement Planning Planning Financial Planning 97

A Wealth of Common Sense

DECEMBER 14, 2023

A reader asks: Ben in your recent blog post you said $1M investable wealth makes you rich. When you retire, $1M basically gives you $40,000 per year to live off of, assuming the 4% rule of thumb is a reasonable starting point to think about retirement income. I would like to provide a counterargument to that.

Retirement 139

Retirement Investing Investments 139

Integrity Financial Planning

AUGUST 21, 2023

Retirement is different for folks who are running a small business. Your retirement is something that isn’t set up by an employer, and you often must manage it on your own. If you are running your own business and are interested in setting yourself up for retirement, contacting a financial advisor can be a great idea.

Retirement 95

Retirement Retirement Planning Accounting Taxes 95

Integrity Financial Planning

JUNE 27, 2023

However, it is a common goal for retirees to create and maintain generational wealth in retirement. Prior to your retirement years, diversifying your investment portfolio can be a good way to grow your wealth. In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task.

Retirement 98

Retirement Healthcare Financial Planning Estate Planning 98

Calculated Risk

JANUARY 8, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). year-over-year as of November).

Economics 225

Economics Sales Retirement Economy 225

Integrity Financial Planning

NOVEMBER 7, 2023

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. 1] 59 ½ is when you can take penalty-free withdrawals Most retirement accounts will allow you to take penalty-free withdrawals when you reach 59 ½ years old. [1]

Retirement Planning 91

Retirement Planning Retirement Planning Accounting 91

Integrity Financial Planning

JUNE 29, 2023

It’s pretty easy to have a great time in retirement. If you’re looking to get the most out of retirement, what should you do? But spending time with others is important for your happiness, and now that you’re retired you can spend more time with friends or family you don’t see all the time! You’re not working.

Retirement 96

Retirement Financial Planning Budgeting Financial Advisor 96

Integrity Financial Planning

OCTOBER 20, 2023

1] If you are looking to play more golf in your retirement and think less about your retirement finances, Click HERE to reach out to our professionals today at Integrity Financial Planning for a complimentary review of your retirement situation. Embrace the challenge and appreciate the beauty of the walk between the greens. [1]

Retirement 98

Retirement Financial Planning Retirement Planning Planning 98

Integrity Financial Planning

NOVEMBER 20, 2023

One way of thinking about retirement is that it happens in phases. Phase 1: Pre-retirement (Approximately Ages 50-62) This is around the age when you will start to have a sense of what you have saved and what your expenses might look like. When you are 20 years old, it can be hard to picture what retirement might look like for you.

Retirement 88

Retirement Budgeting Medical Distribution 88

Abnormal Returns

MAY 7, 2023

In the news A list of the best investing blogs of 2023, including Abnormal Returns. wsj.com) Why retiring (really) early is a bad idea. thecollegeinvestor.com) Top clicks this week Why copying great investors, like Buffett and Munger, usually doesn't work. annual meeting. tker.co) Berkshire Hathaway ($BRK.A)

Retirement 162

Retirement Investments Investing Marketing 162

Meb Faber Research

NOVEMBER 8, 2023

That’s how Institutional Investor recently described a former CIO of the California Public Employees’ Retirement System, also known as CalPERS. appeared first on Meb Faber Research - Stock Market and Investing Blog.

Retirement 141

Retirement Investing Investments Marketing 141

Nerd's Eye View

OCTOBER 4, 2022

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more (..)

Clients 246

Clients Financial Advisor Education Retirement 246

Integrity Financial Planning

SEPTEMBER 11, 2023

After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding a way to make charity work for your financial picture.

Retirement 98

Retirement Taxes Distribution Tax Planning 98

FMG

MARCH 6, 2025

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). Everything you need website, email, social media, blogs, events, video and printed cards all in one place.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Approaching retirement and want another opinion on where you stand? Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 241

Electronics Clients Retirement Planning Financial Advice 241

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 236

Electronics Clients Retirement Planning Financial Advice 236

Meb Faber Research

MARCH 29, 2024

Guest: Steve Edmundson is the Chief Investment Officer at the Public Employees’ Retirement System of Nevada (NVPERS), overseeing over $60 billion in assets.

Retirement 125

Retirement Portfolio Assets Investing 125

Integrity Financial Planning

NOVEMBER 3, 2023

Sources : [1] [link] The post Become a Magazine Person in Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 96

Retirement Financial Planning Education Food 96

Integrity Financial Planning

SEPTEMBER 8, 2023

Keeping your brain sharp is also key for retirement planning. Source: [1] [link] The post The Cognitive and Social Benefits of Board Games in Retirement appeared first on Integrity Financial Planning, Inc.

Retirement 97

Retirement Strategic Planning Retirement Planning Planning 97

Financial Symmetry

APRIL 9, 2025

Harnessing Tax-Advantaged Savings Retirement accounts and health savings plans offer the dual benefits of saving tax and building wealth. Resources & People Mentioned The Retirement Podcast Network Goals of Tax Planning Blog Should | Roll My IRA into My 401K to Do a Backdoor Roth?

Taxes 62

Taxes Tax Planning Retirement Planning 62

Random Roger's Retirement Planning

FEBRUARY 5, 2025

The Retirement Manifesto Blog had a post about the "5 Top Regrets of Retirees." Retiring with too much debt? The post cited that 58% of retirees retired sooner than they expected which would cause stress even if not regret. The first regret was not saving enough money. This chart from the post was interesting.

Retirement 52

Retirement Retirement Planning Medical Planning 52

Calculated Risk

JANUARY 5, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). YoY in 2022.

Economics 162

Economics Sales Retirement Investments 162

Validea

FEBRUARY 18, 2025

Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets appeared first on Validea's Guru Investor Blog.

Marketing 52

Marketing Marketing Risk Management Retirement 52

Meb Faber Research

JANUARY 18, 2023

In December 2020, Porter retired as MarketWise’s Chairman of the Board. The post Episode #462: Porter Stansberry on a Possible Recession, Opportunities in Distressed Debt, & The Bull Case for Energy Stocks appeared first on Meb Faber Research - Stock Market and Investing Blog. He founded Porter […].

Retirement 116

Retirement Investing Investments Marketing 116