Sitting on a pile of savings right now? Financial planners say there are 5 smart ways to use it Business Insider July 14, 2021 One of the first changes I made at the start of the pandemic was a complete overhaul of my personal finances. When things started shutting down and some of my … Read the full article
4 smart things retirees did to save money that guarantee them a comfortable lifestyle Liz Knueven July 12, 2021 Anyone who’s already retired knows that getting there takes a lot of time, hard work, and money. Retirees say there are a few things they’re glad they did with their money … Read the full article
Rethink the Order of Your Retirement Account Drawdowns. It Can Save You on Taxes Neal Templin July 10, 2021 Conventional wisdom says retirement savings should be spent with a focus on drawing down taxable accounts early in retirement. Many seniors can slash their lifetime tax bills by ignoring this advice, however, and charting a … Read the full article
Top 10 Retirement Mistakes That Could Cost You Your Happiness Andrew Rosen, Contributor July 8, 2021 The ultimate goal in your retirement is to be happier. Ideally, in retirement you’ll spend your days in a happier state because you’ll be doing the things that you enjoy, in a location that you love, surrounded by the … Read the full article
5 Steps To Protect Your Retirement Assets And Income Steve Vernon, Contributor July 7, 2021 As you transition into retirement, it’s a good idea to adopt strategies that help protect you from significant financial losses in your later years due to mistakes, financial exploitation from unethical friends and relatives, and fraud. … Read the full article
Revealing The Retirement Trifecta Julia M. Carlson, Contributor July 7, 2021 There are three key strategies for a successful retirement plan: Proactive Accumulation, Smart Investment Strategy, and Tax-Efficient Distribution. Each one builds off the others and together they create a powerful blend of what is needed to pursue financial independence. Let’s examine these essential elements … Read the full article
A Second Look: Four Retirement Rules Of Thumb Steve Parrish, Contributor May 5, 2021 Rules of thumb are common in financial literature. Who can disagree with “buy low, sell high” or “decrease your risk exposure by diversifying your portfolio”? Author and retirement planner Dana Anspach, CFP®, RMA®, observes that these kinds of rules of thumb … Read the full article
A financial planner says there’s one piece of retirement advice clients never want to hear Tanza Loudenback May 5, 2021 Financial planner Patricia Stallworth spends her days helping people prepare for the “brand new journey” that is retirement. Many retirees are unhappy to hear they have to keep investing in stocks, a financial planner says. … Read the full article
A casual conversation with a friend prompted her to start saving for retirement after guilt and shame held her back for years Hannah Van Sickle May 7, 2021 It all started innocently enough: My friend and I were on a socially distanced afternoon walk, enjoying the early spring sun, when she uttered two words that … Read the full article
4 Ways The Secure Act 2.0 Would Change Retirement Planning Kristin McKenna, Senior Contributor May 7, 2021 If passed, the ‘Secure Act 2.0’ would significantly alter the retirement landscape. Officially called the Securing a Strong Retirement Act of 2021, the bill is essentially a follow up to the 2019 Secure Act. After approval from the … Read the full article
