Life Span, Health Span, Wealth Span: A More Expansive Approach to Retirement Planning
Have you ever considered the benefits of focusing on your "health span” – the period of life spent in good health – over your life span?
How Likely Are You to Need Long-Term Care?
When you consider the list of risk factors that can upend your retirement, long-term care expenses should be one of them.
Untangling the IRS’s New Finalized (and Proposed) Regulations on RMDs: The 10-Year Rule, Trust Beneficiaries, Spousal Beneficiaries, Annuities, and More!
The Final Regulations issued on July 18, 2024, confirmed the annual RMD requirement for Non-Eligible Designated Beneficiaries starting in 2025, with no penalties for missed distributions from 2021–2024.
Unasked Questions
There are the BIG questions you will ask yourself regarding retirement, such as: When should I retire? Or do I have enough saved? However, there’s more to the puzzle when it comes to planning the fulfilling retirement you deserve.
Welcome to the (Investing) Jungle
If you’re like many investors, it’s common for you to experience feelings of regret and frustration at times, maybe wishing you had bought specific stocks like Amazon or Microsoft earlier.
Creating Incentive Trusts to Foster Beneficiary Legacies Without Spoiling the Kids
Estate planning is often viewed primarily as a method for you to efficiently transfer assets while minimizing taxes and avoiding probate. However, this general approach can overlook the importance of passing on your intangible assets, such as values, lessons, and opportunities.
One is Not Enough
To create a simple yet effective investment portfolio, consider starting with an S&P 500 index fund for broad stock market exposure. This fund offers diversification and includes major successful companies, but it has some issues.
Six Lessons from Six Years of Retirement
Whether you’re already retired or are looking forward to retiring, past podcast guest Fritz Gilbert provides a wealth of knowledge on how his personal retirement journey can help you optimize your own.
The Income Strategy That Gives Retirees a 'License to Spend': Blanchett, Finke
Past podcast guests David Blanchett and Michael Finke's new analysis suggests annuities act as a "license to spend," enabling you to spend more comfortably in retirement.
Social Security Basics: 12 Things You Must Know to Maximize Your Benefits
Amidst the complexities of Social Security, here you’ll find an in-depth look at maximizing benefits, whether you’re approaching or are already in retirement.
Driven by Taxes
Taxes impact your money throughout your entire life. If you’re like the author of this article, tax policies can also significantly influence your financial decisions to and through retirement.
How Much Money You Need for Retirement
Ben Carlson discusses the validity of the four percent rule for retirement planning, highlighting its conservative nature and effectiveness.