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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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Featured Income Lifestyle Retirement

Transitioning Into Retirement: Your Plan A And Plan B

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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Featured Income Lifestyle Retirement Social Security US

This is what women must do to overcome the retirement savings shortfall, says a financial pro

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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Featured Income Lifestyle Retirement

Manage the Effect of Inflation on Retirement

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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Featured Income Lifestyle Retirement

High-Net-Worth Retirement Planning Guide

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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