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Your Retirement Planning Starter Pack

Carson Wealth

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. How much should I be saving?

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Retirement Planning Tips for Women

Talon Wealth

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. That’s why you must actively understand how each investment plays into your portfolio.

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. Another important aspect of investment planning is its role in combating inflation.

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6 Signs It’s Time to Ditch DIY Retirement Planning

Carson Wealth

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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Stock Picking is Not the Same Thing as Portfolio Management

A Wealth of Common Sense

The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. Plus, I like the fact that it’s difficult to get the money out of these ac.

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4 Hurdles in Retirement Beyond Your Investment Portfolio

Carson Wealth

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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How much do I need to retire? Planning for Your Unique Retirement Needs

Carson Wealth

Simple heuristics – such as planning on spending 70% of your current income or being able to spend down a fixed percentage of your portfolio annually – fall short when life gets in the way. Answers to questions surrounding “Can I retire on a million dollars?” or “Can I retire with two million dollars?”