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Contributors Featured Income Lifestyle Money Retirement

Even After a Year Like 2022, Your Retirement Income Plan Can Stay on Course

Predictions about what the markets will do or how the economy will perform are often wrong. That’s why it’s better to “prepare” rather than “predict,” and that requires ...
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Featured Income Lifestyle Money Retirement Taxes

How to know you’re on track with your retirement savings, according to a financial expert

Investing money for retirement can be daunting, especially since it’s common for future retirees to worry about whether or not they’ll have enough money to last them through their golden years. ...
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Contributors Featured Lifestyle Retirement

Doing Your Retirement Income Planning in the Right Order Matters

For all sorts of activities, doing things in the right order matters. We mostly talk about the process of retirement income planning, but the order of retirement income planning is important. To ...
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Annuities Contributors Featured Lifestyle Retirement

Protecting Retirement Portfolios in a Bear Market

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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Contributors Featured Lifestyle Retirement Taxes

4 Ways Taxes Could Burst Your Retirement Bubble (and What to Do About Them)

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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Annuities Contributors Featured Income Lifestyle Retirement

How To Build Your Own Retirement Paycheck

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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Featured Lifestyle Retirement

7 Big Retirement Risks to Avoid

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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Featured Lifestyle Retirement

Boomer’s remorse: Here are the top 5 ‘big money’ purchases you’ll (probably) really regret in retirement

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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Featured Lifestyle Retirement

45-year-old who retired with $3 million says ‘getting rich’ didn’t make him happier—here’s what did

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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Featured Income Lifestyle Retirement US

It’s All About the Income, Chapter 1: The Paradox of Retirement Income Planning

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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