Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. Having a solid insurance plan in place will help simplify a complex, emotional situation ahead of time.

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Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. Yet while succession planning is often overlooked, it holds immense significance for your future well-being.

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FMG

SEPTEMBER 16, 2022

Meeting with your clients outside of the office and getting them engaged with your community planning is crucial for establishing strong relationships. Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community.

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Park Place Financial

JANUARY 9, 2023

Retirement Planning 5 Reasons Why Houston Is a Great Place to Retire Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For many people, retirement offers the time and opportunity to travel and explore new endeavors they never had the time for during their working years. Is Houston a good place to retire?

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Nerd's Eye View

NOVEMBER 8, 2023

Retirement is often framed as one's "golden years", a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. housing and food) or discretionary (e.g., Read More.

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WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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Random Roger's Retirement Planning

APRIL 28, 2024

People having their hand forced earlier than they were planning, this happens to plenty of people in their 50's, is a real thing that can coexist with the financial need for many to work longer. I would also start to Plan B some ideas if the thing(s) you're relying on doesn't pan out. Hopefully there's a little left over for fun too.

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Envision Wealth Planning

SEPTEMBER 14, 2022

Smarter money moves for young single women in a new career: You can also listen and watch my presentation on this topic on the Envision Wealth Planning YouTube channel. Whether you use envelopes filled with cash, earmarked for food, an Excel spreadsheet, or an app like Mint. And of course the big one, a retirement plan.

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Investing Caffeine

MAY 3, 2023

Many Americans spend more time planning a vacation than they do preparing for retirement or planning their finances. If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years.

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Investment Writing

NOVEMBER 15, 2022

for retirement: planning a prosperous, healthy, and happy future by John E. How to Cook Everything: 2,000 Simple Recipes for Great Food by Mark Bittman. Black Food: Stories, Art, and Recipes from Across the African Diaspora, edited by Bryant Terry. What color is your parachute? Nelson and Richard N.

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WiserAdvisor

MAY 3, 2023

Health and financial planning must go hand in hand to ensure you always have enough savings to tackle the unexpected. Therefore, it is essential to consider your health when making financial plans. A financial advisor can help you understand how to factor your health into your financial planning.

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Envision Wealth Planning

MARCH 1, 2022

Unlike buying organic foods to “do the right thing” when it comes to your health, you don’t necessarily have to spend more to do better. For example, an employer-sponsored 401(k) or 403(b) retirement plan is a wonderful perk. The Envision Wealth Planning investment process starts with qualifying and quantifying your goals.

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Good Financial Cents

JANUARY 26, 2023

A lot of people out there dream of early retirement – who wouldn’t love to hang up the office keys and jump off the 9-5 train sooner rather than later? But while it’s possible to retire at 50 and have plenty of time left in life to have new experiences, it takes careful planning and a will of steel.

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Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. Please contact us if you’d like to discuss your financial plan.

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WiserAdvisor

SEPTEMBER 13, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

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Nationwide Financial

JUNE 8, 2023

For many clients, it can be difficult to make ends meet during periods of high inflation, let alone save money for retirement. Obviously, individuals and families must cover their basic needs, such as food and shelter, before considering how much to invest in retirement plans or rainy-day funds.

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Integrity Financial Planning

JANUARY 9, 2023

due to increased costs of necessities like food, energy, and gas. [2] 2] With higher prices in consumer goods, retirees may have had to reevaluate their withdrawals and spending on retirement accounts as their income became strained. Talk to us today to receive guidance that empowers you to get into 2023 with a solid financial plan. [1]

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FMG

FEBRUARY 27, 2023

From The Great Washington County Food Bank to Young Life, they have supported many of these causes for up to twenty years. Retire Secure Financial Planning Managing Principal Nancy Tani, CFP®, JD, MBA , Retire Secure Financial Planning is a financial planning and investment management firm serving the greater Chicago area.

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Integrity Financial Planning

AUGUST 31, 2022

What are the decisions you need to make now for your retirement, even if we’re in a recession? Brian talks about how to stress-test your plan and what to keep in mind. What should people planning to retire in the next year keep in mind? Make sure to work with a financial advisor who will look at your plan comprehensively.

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WiserAdvisor

SEPTEMBER 14, 2022

The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.

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Validea

SEPTEMBER 13, 2023

Define your financial goals and objectives, whether it’s retirement planning, buying a home, or funding your child’s education. Having a purpose-driven approach to investing provides direction and motivation, helping you stay on course.

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WiserAdvisor

JANUARY 16, 2024

This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. These figures can serve as a valuable reference point for individuals planning their retirement.

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Random Roger's Retirement Planning

SEPTEMBER 22, 2022

A couple of different posts related to retirement from Humble Dollar to look at today. We talk about padding retirement budgets for unbudgetable expenses by $1000/mo or some other number relevant to your circumstance and history with unexpected one-offs. The last thing I would hope anyone would cut back on is healthy food.

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Carson Wealth

MARCH 2, 2023

Having a plan in place before you retire can be key to a successful experience. Make a Realistic Budget Many people assume their spending will decrease in retirement without work-related expenses, but that’s not always the case. If that pattern continues throughout retirement, your budget can quickly get out of whack.

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Random Roger's Retirement Planning

APRIL 16, 2024

For many years, I've said I did not want to retire from what I do for a living realizing that is the sort of thing that I could change my mind at some point. Twenty years later and I am still in the same place, not wanting or planning to retire. We have some intermediate term planning/spending needs and we've started in on them.

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Yardley Wealth Management

SEPTEMBER 28, 2022

Banning junk food does not.” For example, when your company auto-enrolls you in its 401(k) retirement plan, for heaven’s sake, let them. Having to donate to your worst anti-charity might be a strong nudge to stick to your savings plan! To count as a mere nudge, the intervention must be easy and cheap to avoid.

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Clever Girl Finance

SEPTEMBER 4, 2022

Save more by making your own food. One option is to make your own food. These frugal meal plans and cold lunch options may provide inspiration. A road trip food stop may be fun, but what if you could save more—and live better—by changing it up? I don’t know about you, but greasy road-trip food never makes me feel my best.

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Random Roger's Retirement Planning

DECEMBER 24, 2023

What others, food probably? Regardless of whether $12000 in this context seems like a lot of money or not, don't ignore these items in your planning. How do your planned expenses, the ones you know about now, stack up to what you'll get from Social Security? What are your highest monthly expenses?

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Nationwide Financial

DECEMBER 20, 2022

Elder care planning, which includes long-term care planning (LTC) , is something many people think about as retirement closes in. One reason for a delay in planning may be the belief that long-term care means “ending up in a nursing home”. However, too many people just keep thinking about it and don’t act.

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Random Roger's Retirement Planning

DECEMBER 17, 2023

Yahoo warned of potential problems retirees may face if their plan is to rely solely on Social Security. Hopefully a mortgage is paid off, hopefully there are no car payments to make and health insurance at 65, if retired, should go down quite a bit on Medicare, especially if income goes way down.

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Random Roger's Retirement Planning

JULY 9, 2023

About 40 years ago employers started to pivot away from pensions to 401k, they started to pivot away from defined benefit plans to defined contribution plans. The only pension I am remotely close to is the Arizona Public Safety Personnel Retirement System. Problems have been long in the making and seem to have gotten worse.

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Random Roger's Retirement Planning

OCTOBER 3, 2023

He said that people should be prepared for two weeks in a hotel, plus food after a disaster without functional ATM machines. The amount of processed, carby food we eat is literally killing us. The high end was framed by John Ramey of The Prepared Site. That sounds like some sort of prepper type of group or company but I am not sure.

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Midstream Marketing

SEPTEMBER 24, 2019

People who have inherited an IRA or some other type of retirement plan account can use this calculator to find out more about the estimated annual withdrawals that they might have to take in certain situations. Investment Planning. Retirement Planning. Self Employed Plan Contribution.

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Random Roger's Retirement Planning

NOVEMBER 19, 2023

Building a plan based on assuming an 11% payout forever is really going to hurt this guy if that is what he is saying. Retire, move to Spain, enjoy food and excellent healthcare. Assuming an 11% payout in perpetuity is a very bad idea. T-bills now yield 5% after years of not having any yield.

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Clever Girl Finance

OCTOBER 17, 2023

Whether you’re looking for a new job or just accepted an offer, knowing how much money you’re making—or could make—is essential for planning your finances. Many people contribute to retirement plans or pay their health insurance via employer deductions from their paychecks. It might be time to ask, should I max out my 401k ?

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Clever Girl Finance

DECEMBER 13, 2023

If you have high-interest debt, it’s best to create a plan to pay it off as soon as possible. Not only can a big debt burden prevent you from saving for retirement, but it can also cost you thousands in interest payments. Some common tax-advantaged retirement savings solutions include your 401(k), 403(b), and SIMPLE 401(k) plan.

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Nationwide Financial

AUGUST 24, 2022

But sometimes clients can use simplified tips to help them think through their plans. Knowing their monthly expenses, social security plans, long term tax implications, and more can be important steps in helping clients prepare for retirement. For me, the key to being ready is having a solid retirement income plan.

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