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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Lifestyle
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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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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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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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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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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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
