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Strategy of Retirement Planning

6 Common Mistakes People Must Avoid with Their Retirement Money

Mar 06, 2019

Introduction We all look forward to retirement imagining that we’ll spend those golden years of our lives relaxing and enjoying...

Five Ways to Start the New Year on the Right Foot

Dec 12, 2015

The New Year is just around the corner, which makes it the perfect time to do a bit of portfolio housekeeping. The New Year is a good...

8 Financial Moves to Make for the New Year

Dec 09, 2015

The New Year's Eve is usually synonymous with holidays and partying. But it also signifies some important financial deadlines. Spend a...

The Markets are a Mess -- So Can I Retire?

Oct 31, 2015

What happens in the first decade of retirement can predict upto 80% of your retirement income plan outcomes.How to optimise especially for...

Should You Save for Retirement or Pay for College?

Oct 26, 2015

Your kids are about to go to college. Your retirement's round the corner too. If you don't have enough time and money to reach your ideal...

The Unseen Risk for High-Net Worth Investors: Inflation

Oct 14, 2015

Having a high net worth does not necessarily mean you can relax. While you may enjoy the finer things in life, these finer things are...

Five Retirement Expenses That May Catch You By Surprise

Sep 14, 2015

You may think that your retirement expenses may be lower than your current cost of living, but the fact of the matter is that you will be...

How to Play 'Retirement Catch-Up' If You Had a Late Start

Aug 26, 2015

Better late than never. Some important guidelines to help you start working towards your ideal retirement corpus. ...

New Statistics Show What Retirement is Really Like

Aug 20, 2015

style="display:none!important;">We're all concerned about retirement, and you may even spend a lot of time thinking about what your...

Four Ways Healthcare Costs Can Derail Your Retirement

Jul 08, 2015

High healthcare costs can derail even the best-laid retirement plans. If you haven't factored this in to your retirement planning, it's...

5 Retirement Planning Steps Most People Overlook

Dec 19, 2014

Your retirement date is rapidly approaching. You’re in good financial health and you feel well-positioned for a secure retirement...

How Preparing for Retirement is Different for Women and What We Can Do About It

Sep 30, 2014

Most women in America will be disproportionately impacted by America's retirement process, and not in a good way. Women face unique...

How to Avoid Costly Retirement Regrets

Sep 18, 2014

New retirees often worry about how to sustainably afford retirement, and many wish they could have a retirement planning do-over. The...

How to Ensure a Worry-Free Retirement

Sep 16, 2014

By Anna Wroblewska. Financial markets are, unfortunately, totally unpredictable. While your retirement savings could be growing rapidly...

Why Retirement is Over-Rated

Jul 07, 2014

By Paula Pant. How much money do I need to retire? How much should I be saving per year toward my retirement? Should I save for my kids'...

Pros and Cons of Early Retirement: Realities and Strategies

Jul 05, 2014

SUMMARY: Early retirement might sound like a way to win extra time in one's personal life, but the financial realities can be challenging....

The Late Planner's Guide to Retirement Catch-Up

Jul 02, 2014

James O'Brien We tend to think that every smart and successful retiree began his or her savings plan early on, dutifully funneling an...

How Do Freelancers Retire? Savings Plans for Independent Professionals

Jun 17, 2014

\By James O'Brien. When we talk about retirement planning, we're often basing our conversation on the presumption of traditional...

A Retirement Gender Gap? Why It Exists and How to Start Closing It

Jun 10, 2014

By James O'Brien. There's good news and bad news about how and what women save for retirement. The good news is that a majority of...

8 Tips to Help You Plan for Retirement if You're Starting Late

Jun 03, 2014

By Paula Pant. So you recently decided to become serious about retirement planning. You bought a few books, read a few online articles,...

The Cat Food Dilemma

Apr 16, 2014

When I left the Army in 1973, it was to go to work for the Dupont Walston brokerage firm. Our training center was in Los Angeles about...

Great Expectations

Feb 24, 2014

Today, 51 percent of Americans aged 60 to 64 remain in the workforce1. For these and other Americans, retirement doesn't mean slowing down...

Retirement Management: Planning To Turn Present Dreams into Future Realities

Feb 24, 2014

Retirement can be one of the most active times in an individual's life. However, it can also be one of the most expensive. Attributed...

Retirement Planning: Scared or Prepared?

Feb 24, 2014

If you are planning on winning the lottery, don't bother reading this. For the rest of you, however, it is never too early to begin...

Five Common Retirement Planning Mistakes

Feb 24, 2014

Saving for retirement is among the most important investment objectives, regardless of your age or stage in life. But simply resolving to...

Planning for Early Retirement

Feb 24, 2014

Some people retire by choice. Others do so involuntarily because of corporate restructuring that has drastically cut the ranks of middle...

Preparing for Retirement: Some Get It, Some Still Don't

Feb 24, 2014

Legislation passed in the last several years gave people saving for retirement the ability to put more money into IRA accounts and...

Top 10 Ways to Beat the Clock and Prepare for Retirement

Feb 24, 2014

Instead of going online, you can get any Employee Benefits Security Administration publication listed here by calling the U.S. Department...

Circle These Retirement-Planning Deadlines on Your Calendar

Feb 24, 2014

Circle These Retirement-Planning Deadlines on Your Calendar By Paula Pant Who doesnt love the idea of retiring on a tropical beach,...

Don't Wait to Plan Your Retirement

Feb 24, 2014

Most of us find it easier to earn and spend money than to save it. Planning and saving for retirement too often take a back seat to other...

Plan Today for Retirement Tomorrow

Feb 24, 2014

Planning and saving for retirement, like cleaning out the attic, may be something you figure you'll get to later. But when "later" arrives...

Time for a Financial Tune Up?

Feb 24, 2014

In the front window of the bike store near my home there's a big sign that reads, "FREE LIFETIME TUNE UPS!" When you buy a bicycle, as I...

Retirement Planning: Don't Let Outdated Retirement Statistics Leave You Underfunded and Unprepared

Feb 24, 2014

Forbes Magazine ran a cover story entitled "Retirement: Why You Won't Need As Much As You Think". In the article, economist Laurence...

Budgeting to Retire

Feb 24, 2014

The old adage ?out of sight, out of mind? is never truer than when it comes to budgeting for retirement. Starting young is the best...

Short Term Retirement Planning

Feb 24, 2014

One way to make any event stressful is to head into it unprepared. If you're within five years of retirement, to ensure a smooth...

Major Retirement Planning Blunders

Feb 24, 2014

Here are the most common 21 retirement blunders people often make. Exposing more than 10% of any portfolio in one holding or stock, be...

Retirement Myths

Feb 24, 2014

It is an unfortunate fact that many Americans spend less time planning for their retirement than planning for their vacations. All it takes...

Retirement Planning: Understanding Your Withdrawal Alternatives

Feb 24, 2014

More than 20 million Americans currently participate in 401(k) plans through their employers with an average account balance around...

The Word 'Retirement'

Feb 24, 2014

The word ?retirement? brings great worry to many Baby Boomers. They often worry if they will be able to retire and if they can retire,...

The New Face of Retirement Planning

Feb 24, 2014

Retirement these days just isn't what it used to be. A generation ago, many Americans spent their golden years pursuing mostly sedentary...

Maximizing Your Wealth

Feb 24, 2014

When advising clients on a suitable rate of withdrawal from their portfolios during retirement, we face the challenge of recommending a...

Striking a Delicate Balance

Feb 24, 2014

When the day comes for you to begin drawing a retirement income, will you know how much you can withdraw safely from your investment...

What It Means to Be a Baby Boomer

Feb 24, 2014

With the oldest baby boomers turning 60 this year, the retirement landscape is about to undergo a seismic shift. What does it mean to be a...

Don't Make These Retirement Planning Mistakes

Feb 24, 2014

We all recognize the importance of planning and saving for retirement, but too many of us fall victim to one or more common mistakes. Here...

Getting To Retirement With Sufficient Income

Feb 24, 2014

There are a few basic calculations you can make, regardless of your income or your age, to come up with a number you need to know. ...

Early Retirement Begins with Early Retirement Planning

Feb 24, 2014

Everyone dreams of throwing away his or her alarm clock, saying goodbye to early morning commutes and, instead, waking up to leisurely read...

Having a Happy Retirement

Feb 24, 2014

Never Too Early. Never Too Late. There's no wrong time to plan for your retirement. Sooner is, of course, better & making it possible...

Get a Plan for Retirement

Feb 24, 2014

Given much thought to retirement lately? Don't make the mistake of thinking about what you'd like to do when you retire, but not how you're...

Worried About the Future? You're not Alone

Feb 24, 2014

According to a recent survey, even the wealthiest Americans believe they need more money to secure their future - $2.3 million, on average1...

Measuring Your Nest Egg

Feb 24, 2014

You may have a specific vision of your retirement & traveling the world, downsizing to a beachfront cottage or spending time with your...

Solving the Problem of the 30 Year Retirement Income Stream

Feb 11, 2014

60 million plus adults all have the same problem. They will turn 60 this year through 2021 and they may be the first generation to out...

Retirement Income Planning: Why an Appropriate Withdrawal Rate Matters

Feb 11, 2014

Accumulating enough assets for retirement may be the top priority for investors. However, the amount that is withdrawn from a portfolio...

Retiring at 55: Rules of the Road

Feb 11, 2014

Do you want to retire before Social Security kicks in, say at age 55? Should you? Could you? The Rules of the Road Plan on living...

Women Face Unique Retirement Challenges

Feb 11, 2014

Saving for retirement remains one of the most important financial goals for both men and women. While saving for retirement is a huge...

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