Good Financial Cents

JULY 5, 2022

It’s a sad fact, but we’re all mortal and one day we will all die. This is true whether we have retired or not and there’s a 100% chance of that happening. According to Vanguard, over 25% of all Americans have a 401k plan. That brings us to the all-important question: What happens to our 401k when we die?

Distribution 73

Distribution Retirement Accounting Taxes 73

Clever Girl Finance

NOVEMBER 20, 2023

In addition to grief, you’re also expected to deal with closing out the life of your loved one—from rehoming pets to canceling a credit card after death. Figuring out what to do when a loved one dies can leave you feeling stressed and overwhelmed, but this checklist when someone dies can help make the process easier.

Certification 82

Certification Accounting Insurance Planning 82

Random Roger's Retirement Planning

APRIL 16, 2024

This is an ongoing series that started when I was 40 with the intention of sort of updating the post at milestone birthdays. A Blogger Looks At 40 A Blogger Looks At 50 A Blogger Looks At 55 A Blogger Looks At 56 A Blogger Looks At 57 I think there is an arc to these if you care to check out the older posts.

Retirement 68

Retirement Planning Investment Advisor Food 68

MazumaBusinessAccounting

JULY 7, 2021

The goal of financial planning is to help you reach your financial goals, whether that be retiring by a certain age or having the money to open a new business. For small business owners, financial planning is especially important because you need to ensure you’re planning for your business as well as yourself.

Financial Planning 98

Financial Planning Planning Financial Planner Certified Financial Planner 98

Envision Wealth Planning

SEPTEMBER 14, 2022

It’s critical to be smart about your money as soon as you start earning it. You alone are now responsible for your personal finances, and your financial success! So you will need more money for yourself in the long run if you survive your husband/partner. Pick a style and use it!

Retirement Planning 98

Retirement Planning Insurance Healthcare Planning 98

Validea

DECEMBER 7, 2022

There is a tendency to avoid looking at your finances and investments when things are bad, so I am guessing there isn’t going to be mad rush to open year-end brokerage statements this year. Here are six year-end moves to consider to help as you look to grow and optimize your wealth, financial and personal health going forward.

Accounting 52

Accounting Distribution Portfolio Taxes 52

Aleph

NOVEMBER 1, 2022

Don’t overestimate what is possible. ” Now, I know I lost most of you with the last paragraph. ” Now, I know I lost most of you with the last paragraph. Benefit Responsive Payments: In Defined Contribution Pension Plans (401k, 403b, 457, etc.), Well, the last installment in this series was 2009.

Insurance 59

Insurance Assets Management Math 59