Abnormal Returns

DECEMBER 20, 2023

(podcasts.apple.com) Retirement How to find a new you in retirement. ofdollarsanddata.com) What's changing for retirement accounts in 2024. morningstar.com) Why it's so hard to stay retired when you retire early. theretirementmanifesto.com) 10 of the best personal financial blogs. cardrates.com)

Retirement 270

Retirement Portfolio Taxes Accounting 270

Random Roger's Retirement Planning

APRIL 23, 2023

The Atlantic had what I would describe as a very left leaning article about lowering the retirement age in the US while increasing payroll taxes to pay for it and to cover the expected shortfall in Social Security due to hit in 10-12 years. It was short anecdotes from older white collar workers who are planning to never retire.

Retirement 70

Retirement Planning Advertising Budgeting 70

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 Financial Advisor 97

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

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

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 Taxes 107

WiserAdvisor

DECEMBER 18, 2023

Navigating the journey to retirement can often feel like a complex puzzle, especially when it comes to figuring out how much you need to save. The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years.

Retirement 105

Retirement Retirement Planning Risk Tolerance Healthcare 105

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

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

Random Roger's Retirement Planning

MARCH 9, 2024

Kerry Hannon from Yahoo interviewed Teresa Ghilarducci who is a professor at The New School and is often cited in the media as an expert on retirement. Most of the comments filtered into two camps, one was the government should stay out of it and people who did all the right things and retired in their mid-50s.

Retirement 67

Retirement Government Planning Education 67

Trade Brains

AUGUST 19, 2022

Best Indian Stock Market Blogs to Follow to Learn Investing : If you are looking for a few best Indian stock market blogs to follow, then you have reached the right place. 8 Best Indian stock market Blogs to Follow. Get money rich (GMR) blog is run by Mani (founded in 2008). Trade Brains. Get Money Rich (GMR).

Marketing 59

Marketing Marketing Education Investing 59

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

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

FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. In fact, 69% of businesses say that their blogs are what gives them the most lead generation. In addition, 60% of companies that blog see higher customer acquisition. Your goals: What’s the objective of your blog?

Financial Advisor 52

Financial Advisor Engineering Wealth Advisor Retirement 52

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Here are 5 benefits of hiring a financial advisor after you retire: 1.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

WiserAdvisor

MARCH 22, 2024

Embarking on the journey toward retirement often begins with the echoing question: How much money is enough to retire comfortably? The essence of retirement planning transcends mere savings; it’s about crafting a future that mirrors one’s long-held dreams, providing a sense of security and freedom in the golden years.

Retirement 52

Retirement Retirement Planning Financial Advisor Planning 52

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 Taxes Accounting 95

Validea

JUNE 22, 2023

We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin. The post Factor Investing for Retirement with DFA’s Mathieu Pellerin appeared first on Validea's Guru Investor Blog. In this episode, we combine two of the topics we often cover on the podcast.

Retirement 52

Retirement Investing Investments Retirement Planning 52

Validea

JUNE 22, 2023

We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin. The post Factor Investing for Retirement with DFA’s Mathieu Pellerin appeared first on Validea's Guru Investor Blog. In this episode, we combine two of the topics we often cover on the podcast.

Retirement 52

Retirement Investing Investments Retirement Planning 52

Validea

MAY 1, 2023

Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually work out in retirement since the future is impossible to predict.

Retirement 52

Retirement Financial Planner Education 52

Validea

MARCH 14, 2023

In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Retirement Planning for Young Investors appeared first on Validea's Guru Investor Blog.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planner 52

Validea

MARCH 27, 2023

Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss how to think about retirement saving during your prime earning years.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planner 52

Covisum

DECEMBER 29, 2022

The Most Popular Blog Posts in 2022. Enjoy this recap of the 10 blog posts our readers found most impactful over the past year. Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. We're thrilled that you love our content!

Financial Planning 52

Financial Planning Planning Retirement Marketing 52

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

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

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

MAY 8, 2023

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? 1, 2, 3, 5] [link] [4] [link] The post What Happens to Inherited Retirement Accounts?

Accounting 87

Accounting Retirement Distribution Retirement Planning 87

Integrity Financial Planning

JULY 14, 2023

If you’re looking for some relaxing books to get into during your retirement, here are some great options! Ove, a recently retired and widowed man, finds his life taking an unexpected turn when a young family moves in next door.

Retirement 96

Retirement Financial Planning Planning Numbers 96

Integrity Financial Planning

FEBRUARY 24, 2023

Now that you’ve worked to set up a great life after working for so long, it can be a great idea to help avoid those retirement blues and start your retirement off with a bang! One way to kick things off the right way is to consider having a party with your friends and family to celebrate your retirement. Throw a Party!

Retirement 96

Retirement Financial Planning Planning 96

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

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

Taxes 92

Taxes Retirement Consulting Financial Planning 92

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. The concept of retirement has undergone a significant transformation in recent times. Traditional retirement plans often rely heavily on pension schemes.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System.

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

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

Random Roger's Retirement Planning

JANUARY 8, 2024

The Wall Street Journal ran an article titled Here's What It's Like To Retire On Almost Nothing But Social Security. In the early days of the blog when my wife and I were new full timers in Walker, I saw a lot of people making it work because they had to which was a productive thing to learn about and that is what these people are doing.

Retirement 60

Retirement Numbers Accounting Taxes 60

Abnormal Returns

DECEMBER 25, 2023

morningstar.com) Wealthy couples have some tax levers to pull in retirement. crr.bc.edu) Some highlights from the Nerd's Eye View blog in 2023. And more questions to ask when growing your practice. advisorperspectives.com) Do financial advisers recommend annuities to their clients? kitces.com)

Financial Advising 252

Financial Advising Startup Financial Advice Commission 252

Integrity Financial Planning

APRIL 21, 2023

Retirement is a time to relax, reflect, and pursue personal interests that were set aside during one’s working years. For those entering retirement, there are many hobbies to consider that are both fulfilling and enjoyable. The Great Outdoors For those who enjoy physical activity, hiking can be a great hobby to explore in retirement.

Retirement 92

Retirement Financial Planning Planning 92