Retirement Planning News, Information and Guidance

life insurance for retirement

7 Instances When You Will Want Life Insurance for Retirement

A frequent question among those nearing and in retirement is: Do I need life insurance for retirement? The answer, like most financial planning related questions, is that it depends.  When you are working, the purpose of life insurance is to replace your income or pay off large debts in order to help provide for your…

retirement events

6 Awful Retirement Events That Are Likely to Happen to You — and How to Prepare

There are a lot of things that can potentially go wrong in retirement.  Stocks could fall, inflation could skyrocket, high tides might flood your beach side retirement haven or maybe you tear your shoulder and can no longer golf or garden. None of these retirement events are out of the question, but they are not…

Robyn Bri

Meet the 18 Year Old Who Has More Retirement Savings than the Average 50 Year Old

Robyn Bri is 18 years old and just graduated from high school in Marin, CA.  In some ways, she is an average high achieving kid.  In another way, she is very remarkable. Although retirement is a long ways off for Bri, she has already saved over $85,000 by working part time jobs and investing. Yes,…

Podcast: Big Picture Retirement Interviews Stephen Chen, Founder of NewRetirement

The Big Picture Retirement Show is a podcast about retirement and estate planning by Devin Carroll and John K. Ross. Devin has been helping people with money related stuff for a while.  In addition to his ownership role at Carroll Investment Management, he’s also the Chief Compliance Officer and half owner of Cogent Advisory Group, an…

useful retirement plan

8 Tips for Building a Useful Retirement Plan — Not One With Just a High Thunk Value

Everyone knows that they need a retirement plan.  But that means different things to different people.  And, not every plan is a truly useful retirement plan. All too often a retirement plan is something that is prepared for you by a professional.  It is no doubt well thought out, but how exactly is it going…

retirement shortfall

How Much of the Global $400 TRILLION Retirement Shortfall Belongs to You?

A massive retirement shortfall is developing — and it is a much bigger problem than your own possible lack of sufficient retirement assets. If you are lucky, your retirement savings can be measured with 6 zeros — meaning you a millionaire and probably well prepared for retirement.  However, most of us measure our retirement savings…

retirement advice

Retirement Advice: 8 Tips from an 80 Year Old Who Has More Savings Now than When He First Retired

Retirement advice and how it is implemented can have a profound impact on your retirement lifestyle and the estate you might leave behind.  Here Henry K. “Bud” Hebeler outlines concepts that helped him not only achieve a secure retirement but also be better off now than when he first retired. Get more from Bud at…

financial mistake

The 12 Big Financial Mistakes that Most People Make and 12 Easy Fixes for a Better Future!

All of us can do better when it comes to personal finance.  Here are some relatively easy fixes for 12 common financial mistakes that are probably hurting your lifestyle now and will have a negative impact well into your retirement.  Most of these problems are shared by at least 50% of all Americans. Big Financial…

Bud Hebeler’s 2017 Economic Outlook: 6 Reasons to Plan Conservatively for Retirement

The following on 2017 economic outlook comes to us from Mr. Henry K. “Bud” Hebeler.  Bud has been working with retirees for many years, developed special material for their use, and given numerous seminars on retirement. His current focus is dissemination of sound financial planning information that applies to a wide range of personal investment,…

best TED Talks

10 Best TED Talks to Help You Have a Better Retirement

You want to have a better retirement. But how do you get there? You could spend hours researching the latest science behind happiness, personal finance and investment theory, and health research. Or you can take a few minutes to watch the best TED Talks related to retirement. With their engaging speakers and easy-to-digest format, even…