By Emily Guy Birken September 30, 2023 There’s an old joke in the financial industry about how simple it is to ensure you have enough money for retirement: Just figure out when you’re going to die and work backwards from there. Okay, so the financial industry isn’t famous for its sense of humor. But … Continue reading Your ‘longevity literacy’ can make or break your retirement planning
Category Archives: Retirement
Downsizing and Rightsizing: How to Simplify Your Life in Retirement
Downsizing and Rightsizing: How to Simplify Your Life in Retirement Due / Aug 30, 2023 Part of retirement means re-evaluating your needs and transitioning to a new chapter of life. This downsizing process can be emotional as well as beautiful. Evaluating what you need out of your home can be one of the most freeing and … Continue reading Downsizing and Rightsizing: How to Simplify Your Life in Retirement
Gen Z and millennials are already dipping into their retirement funds—even more than Gen X
By Sam Becker June 28, 2023 It’d be easy to forgive most people for changing or even abandoning their financial or investing strategy over the past few years. With the pandemic, inflation, ongoing prospects of a recession, and rising interest rates, there’s been a lot of economic action packed into a relatively short period … Continue reading Gen Z and millennials are already dipping into their retirement funds—even more than Gen X
Six retirement planning tips for Gen X
By Emily Guy Birken May 13, 2023 Greater work experience often means higher pay, which puts professionals in their 40s and 50s in an excellent position to ramp up their retirement savings. But this time of life also coincides with many additional financial needs, such as helping elderly parents or paying for kids’ higher … Continue reading Six retirement planning tips for Gen X
Tips To Help Retirees Invest in Stocks
Tips To Help Retirees Invest in Stocks ValueWalk / 16 Feb 2023 Many would say that stocks are fit only for the young and daring because of the risks involved, and thus, those planning for retirement must stay away from stocks due to their unpredictable nature. However, it is a misconception because equities are … Continue reading Tips To Help Retirees Invest in Stocks
Retirement Plans in 2023: Choosing the Right Account
Retirement Plans in 2023: Choosing the Right Account Due / 08 Feb 2023 Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact, according to a Bankrate survey conducted in 2022, 55 percent of American workers are behind on their retirement savings. If you … Continue reading Retirement Plans in 2023: Choosing the Right Account
Seniors Don’t Want to Retire Anymore. Here’s Why and How to Help
Seniors Don’t Want to Retire Anymore. Here’s Why and How to Help Due / 06 Oct 2022 Retirement can be a dream for one and a nightmare for another. People treat retirement differently, depending on their requirements and circumstances. While some feel retirement is the time to pack up bags and travel or commit … Continue reading Seniors Don’t Want to Retire Anymore. Here’s Why and How to Help
Retirement Planning Tips for the Self-Employed
Retirement Planning Tips for the Self-Employed Due / 18 Aug 2022 For the self-employed, retirement planning can be a bit more complicated than for the rest of the population. They don’t have the benefit of an employer-sponsored plan and an HR department where they’ll find counseling and advice on planning for their retirement years. However, … Continue reading Retirement Planning Tips for the Self-Employed
25 Ways to Stop Spending Money and Save for Retirement
25 Ways to Stop Spending Money and Save for Retirement Due / 13 Jul 2022 Unfortunately, there are no shortcuts when it comes to saving for retirement. Instead, you must do all the small things that can add to a stable post-career life. Reining in spending, keeping costs down, and setting aside extra funds are … Continue reading 25 Ways to Stop Spending Money and Save for Retirement
Tax and Retirement Consequences of Biden’s 2023 Budget Proposal
Tax and Retirement Consequences of Biden’s 2023 Budget Proposal Due / 23 Jun 2022 As part of the Biden administration’s fiscal year 2023 budget proposal, aka the Green Book, for the Treasury Department, Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee in early June 2022. Her first stop … Continue reading Tax and Retirement Consequences of Biden’s 2023 Budget Proposal