Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.

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Truemind Capital

MAY 3, 2024

The exercise will also help you prioritize your goals, the health of your current finances, understand if you are making sufficient savings & investing properly to be able to achieve your goals – Constantly upskill yourself in different areas. appeared first on Investment Blog. Ignorance is no bliss in this case.

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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.

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Advisor Perspectives

NOVEMBER 19, 2023

Individuals are increasingly looking for more tailored investment solutions, so it makes sense for plan fiduciaries to consider a more personalized approach, according to John Kutz, National Retirement Plan Strategist. He says personalization may be the ticket to better retirement outcomes.

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Talon Wealth

OCTOBER 26, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

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Getting Your Financial Ducks In A Row

NOVEMBER 7, 2022

When you have the bulk of your financial assets in retirement plans, you might accidentally expose yourself to some risks that you haven’t thought about… since retirement plan assets are much more likely to be impacted by changes to legislation – as we have seen in the past. No related posts.

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Wealth Management

APRIL 14, 2023

OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.

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Nerd's Eye View

DECEMBER 6, 2023

And because many service offerings have traditionally focused on areas like investments and securities recommendations, there has been little debate about the need to register as an advisor. Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition.

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Nerd's Eye View

MAY 17, 2023

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. on a work visa – maintaining enough flexibility to preserve their assets should those plans change.

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Integrity Financial Planning

NOVEMBER 16, 2022

Financial planning is not the same for everybody, so it’s important to have a plan. Living below your means, saving, and investing can get you far. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan. Why would someone not want to retire? (9:51).

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A Wealth of Common Sense

MARCH 14, 2024

This past week, I received three questions about retirement, all of which concern long-term planning at different stages of life. A reader asks: Chatting with the friends, we all seemed to be relatively close to one another in terms of cash on hand, investments in the market and current incomes.

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Wealth Management

NOVEMBER 28, 2023

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investments to support an ambitious growth plan.

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Carson Wealth

AUGUST 25, 2022

By Craig Lemoine, Director of Consumer Investment Research. How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement.

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Integrity Financial Planning

NOVEMBER 2, 2022

Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you understand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

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Nationwide Financial

JANUARY 10, 2023

Women are more likely than men to be interested in decumulation strategies like guaranteed lifetime income investment options. Plan sponsors can help with education and new solutions. 2022 was a difficult year for many American retirement savers who watched markets drop and inflation dent their monthly budgets.

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Random Roger's Retirement Planning

DECEMBER 23, 2022

We spend a lot of time here on unexpected, one-off, unbudgetable expenses that can blow up a retirement plan that doesn't have a lot of margin for error. Before all that happened we invested some money into our rental house. There is an element of luck to this too I believe.

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Integrity Financial Planning

MARCH 15, 2023

Have you thought about taxes or estate planning or when to withdraw and from where? From retirement income to tax strategies on an investment property, Brian shares what options you might have. Here’s what you’ll learn on today’s show: Why shouldn’t you plan retirement by yourself? (0:12)

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Carson Wealth

AUGUST 23, 2022

Retirement plans like 401(k)s and traditional or Roth IRAs can be an easy and effective way to save for retirement. Contributions to a traditional 401(k), IRA, and other retirements plans are usually deductible up to a limit. However, not all retirement plan contributions are tax deductible.

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Random Roger's Retirement Planning

AUGUST 18, 2022

Blogger Nomadic Samuel put out a call to FinTwit for a how I invest my money series. These are all things to incorporate into retirement planning in case every assumption we make at 40 or 50 turns out to be wrong. Not sure I will participate because of how uninteresting our accounts are.

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Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0) Read More.

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Abnormal Returns

DECEMBER 14, 2022

Podcasts Christine Benz and Jeff Ptak talks with Jamie Hopkins of Carson Wealth about some common retirement planning questions. morningstar.com) Peter Lazaroff talks with Ben Carlson about questions that spreadsheets can't necessarily answer.

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Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult.

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Integrity Financial Planning

MAY 11, 2022

How much should Gen X have in their retirement accounts and when should they reach out to a financial advisor? Across their investable assets, Brian says they should have at least half a million or be aggressively saving at this point. You want to make these financial decisions before you are ready to retire.

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Steve Sanduski

APRIL 8, 2023

As I think about the nature of retirement planning, it is highly left-hemisphere focused. What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. What does all this have to do with retirement planning?

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Wealth Management

NOVEMBER 28, 2023

With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan.

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Advisor Perspectives

NOVEMBER 21, 2022

Lifetime annuities in concert with allocations to stocks, TIPS, bond ladders and other diversified investments help retirees weather changing conditions regarding inflation and interest rates.

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Advisor Perspectives

DECEMBER 3, 2022

retirement plans could consider ESG factors, the dust is finally settling. 22 rule issued by the Department of Labor (DOL) allows retirement plans to consider financially material ESG factors when selecting investments and exercising shareholder rights. After years of uncertainty around how U.S.

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Fortune Financial

FEBRUARY 28, 2023

The growth within an HSA isn’t taxed All interest earned along with investment gains in your HSA is 100% tax-deferred , meaning the funds can grow without being subject to taxes unless used for non-eligible medical expenses. By investing a portion, you can potentially grow your funds tax-free.

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WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

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Advisor Perspectives

JANUARY 20, 2023

Advice boosts workers’ confidence in choosing investments—from 35% to 65%. Learn how our industry-leading asset allocation expertise can help participants make investment choices with more confidence and help employers reach their plan goals.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy.

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Integrity Financial Planning

JULY 20, 2022

Brian shares what he tells clients about investing and retirement planning. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret. Similarly, investors who want to plan their own retirement might pick stocks based on emotions that they later regret.

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Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

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Abnormal Returns

NOVEMBER 29, 2023

(thinkadvisor.com) What makes up the three-legged stool of retirement. theretirementmanifesto.com) Retirement planning is difficult because there are so many things decisions to make. humbledollar.com) No one cares more about your retirement than you. humbledollar.com) Investing When you invest is more important than how.

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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. A major cut into your 401(k) or IRA could affect your whole retirement plan.

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Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

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Wealth Management

DECEMBER 8, 2022

Savvly's new pooled equity index fund has some similarities to a tontine, an investment that pays out at higher amounts as other participants die or withdraw early.

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