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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Lifestyle
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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Comments Off on How to know you’re on track with your retirement savings, according to a financial expert
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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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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Comments Off on Protecting Retirement Portfolios in a Bear Market
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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Comments Off on 7 Big Retirement Risks to Avoid
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
