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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Lifestyle
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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For anyone who anticipates retiring one day, planning is critical. This means saving throughout your career, calculating your future Social Security benefits and anticipating your expenses in retirement. ...
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Comments Off on High-Net-Worth Retirement Planning Guide
A recent survey conducted by Schwab Retirement Plan Services found that on average, plan participants think they need to save $1.9 million for retirement. But how accurate is this number? ...
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Comments Off on $1M Is No Longer the Standard Nest Egg — Here’s How Much Most Americans Think You Actually Need To Retire
Find calmer seas with a retirement plan that includes safe income and eliminates the sour stomach that comes with market corrections. Read more at Kiplinger ...
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Comments Off on Choppy Market Impacting Your Retirement Income Plan?
When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
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Comments Off on Views Why good retirement planning is about much more than money
