Author: Will Kenton

The Ulysses Strategy: 5 Tips for Taming Fear and Greed to Achieve Retirement Security

The Ulysses Strategy (Ulysses is the Latin name for Odysseus) is a method financial planners developed to keep savers and investors from listening to the sirens’ call that could wreck their financial ship. The Story of Ulysses and the Sirens In “The Odyssey,” the great adventurer Odysseus spends ten years trying to get home safely…

retirement withdrawals

Your Guide to Developing a Retirement Withdrawals Strategy

You’ve spent your entire working career saving and investing for retirement. Now it’s time to develop a retirement withdrawals strategy. When you are thinking about withdrawing money from your retirement accounts, it’s important to come up with a strategy that ensures that your savings are going to last for a lifetime, are used efficiently, and…

best retirement investments

10 Retirement Investments That Don’t Involve Stocks, Bonds, or Other Financial Products

Investing in ourselves doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are investments that make the fullest use of our time, allow us to spend precious moments with the people we love, and enable us to focus on those things that make…

Making the most of Social Security

6 Insider Tips for Getting the Most from Social Security

Mary Beth Franklin is a nationally recognized expert in Social Security claiming strategies, she is also a frequent public speaker. And, she literally wrote the book (Maximizing Your Clients’ Social Security Retirement Benefits) that retirement planning experts use to advise clients on Social Security. She offers you her Social Security expertise with six insider tips…

reverse retirement

Reverse Retirement: Find Out Why So Many Retirees Are Going Back to Work

An astonishing number of retirees “reverse” retirement – they quit their lives of leisure and go back to work either part or full time. Is retirement really not all that it is cracked up to be? Going backward is rarely a good idea, but reversing back into a compelling job can actually have far-reaching benefits.…

Net Unrealized Appreciation

Net Unrealized Appreciation (NUA): The Tax Smart Way to Handle Company Stock in a Rollover

If you have company stock in a 401(k), you will want to learn about Net Unrealized Appreciation (NUA) and how to minimize taxes when you rollover these funds to an IRA. Should You Rollover? Once you leave a job, or reach age 59 ½ you have the option to move your 401(k) into an Individual…

overlooked retirement costs

8 Retirement Costs Overlooked by a Majority of Americans

Key retirement costs are being overlooked by the clear majority of Americans. (Probably not you though, especially if you are a NewRetirement Planner subscriber, but, keep reading to make sure.) According to a 2020 survey by the Employee Benefit Research Institute (EBRI), fewer than 4 in 10 Americans “have planned for emergency expenses or calculated…

orchid or dandelion

When It Comes to Retirement, Are You an Orchid or a Dandelion?

Dr. Thomas Boyce is a pediatrician and Distinguished Professor Emeritus in the Departments of Pediatrics and Psychiatry at the University of California, San Francisco. His best-selling book The Orchid and the Dandelion summarizes two types of individuals: dandelions (hardy and propagating) and orchids (requires extraordinary care, but are intricately beautiful). What type you are may…

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