According to a study by the Employee Benefit Research Institute, over a quarter of retirees are spending more than they can afford due to the pressures of inflation and a ...
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When people think about retirement planning, they tend to put their focus on saving and investing so they have a nice nest egg when they quit working. And ...
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Comments Off on 4 Ways Taxes Could Burst Your Retirement Bubble (and What to Do About Them)
As the CEO of a company whose mission is to help people secure retirement, I am obsessed with the unintended consequences of retirement planning and advice that focuses ...
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Comments Off on How To Build Your Own Retirement Paycheck
The biggest difference between yesterday’s retiree vs. today’s is the diminished defined benefit — or pension — plan replaced by defined contribution plans with ERISA of 1974(opens in new ...
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Financial planners cite three retirement phases: Go-Go, Slow-Go and No-Go. In the Go-Go years, typically 65 to 75, healthy young retirees spend big on travel, hobbies and scratching ...
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Comments Off on Boomer’s remorse: Here are the top 5 ‘big money’ purchases you’ll (probably) really regret in retirement
In 2007, at 30 years old, I achieved a net worth of $1 million. I had saved 50% of my $150,000-per-year salary, invested 90% of every annual bonus, ...
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Comments Off on 45-year-old who retired with $3 million says ‘getting rich’ didn’t make him happier—here’s what did
The paradox at hand: if your goal is not to make anyone rich with an inheritance, why are you worried about what happens to the principal? With the ...
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Comments Off on It’s All About the Income, Chapter 1: The Paradox of Retirement Income Planning
There are so many books, articles, podcasts, and shows about planning for retirement that it might seem overwhelming to you. With so much information coming at you, it’s ...
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Comments Off on Transitioning Into Retirement: Your Plan A And Plan B
The gender wage gap has remained remarkably stubborn for decades and, inevitably, becomes a significant shortfall at retirement. In 2020, women made 83 cents for every dollar earned by men, according to ...
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Comments Off on This is what women must do to overcome the retirement savings shortfall, says a financial pro
Inflation can threaten even the most beautifully laid out retirement plans. Here are strategies for managing inflation and mitigating its impact on your retirement. Read more at The ...
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