How to Improve Your Financial Well-Being, Even in Times of Uncertainty
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
Category: Retirement Planning
Retirement Planning and Your Taxes: 24 Tips for Keeping More of Your Own Money
Planning for retirement should involve strategizing to minimize taxes. Explore 24 tips to help you plan, file, and save money.
Podcast: Cullen Roche — Inflation Risks & Investing for Retirement
Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement
Average Retirement Income 2022: How Do You Compare?
Average retirement income 2022 – find out how your income compares to averages and get tips for boosting your income. Read now!
The No Regret Retirement: Make Sure You Are Happy with the Big Decision
You don’t want to and can’t afford to get retirement wrong. Here are tips to make sure you are ready, willing and able to have a retirement without regrets.
3 Mental Blocks Preventing Your Secure Retirement
You need a retirement plan even if you don’t want one. Here are 3 tips for overcoming the mental blocks to achieving a secure financial future!
Can You Do Better than Average on this Quiz of Your Retirement Financial Literacy?
The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!
15 Scenarios to Try with a Comprehensive Retirement Calculator!
There is so much more to retirement planning than having enough savings. And, you have more options than you think when it comes to having a secure retirement. A comprehensive retirement calculator will enable you to try different retirement scenarios – exploring infinite possibilities between working, saving, investing, spending, leaving something behind and more. There…
Set Financial Goals: It’s the Secret to a Prosperous and Secure Future
Set financial goals today to reduce stress. Learn why setting short-, medium- and long-term financial goals are critical to your success.
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want
So much that is written about retirement planning is about rates of return, inflation, savings thresholds, tax mitigation, budgeting, asset allocations, and other relatively dry and often somewhat stressful topics. However, most people care about their finances and planning for retirement because they have a dream for their future. It is important to remember that…
Podcast: David Blanchett — Guaranteed Income in Retirement
Steve and David discuss retirement income and go over some listener questions
How to Retire Like a European Socialist (and Why You Might Want to)
Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?
The 10 Best Life Expectancy Calculators and Why You Should Use One When Planning Your Retirement
Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!
Your Year End Retirement Checklist: Put 2021 Behind You and Prepare for a Great 2022 and Beyond
Use this retirement checklist of 24 wise things to do before each year’s end to set yourself up for a great year and a secure future.
How Much Do You Need for Retirement if You Will Live to Be 100?
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
10 Reasons Why You Should Actually Retire at 62 (If You Can)
Early retirement — retiring at 62 or before — seems like a wonderful dream to a lot of people. You’ve been in the workforce for decades. You have focused on work with the goal of enjoying the rest of your life on your own terms. But is it too early to get out of the…
How Gratitude Improves Your Financial Well Being (and Health Too): Happy Thanksgiving!
The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.
What Rates of Return Should You Use for Retirement Planning?
Get details on historic returns and a framework for making your rate of return projections. Here is info you need for a more secure future.
7 Simple Tips for How to Invest for Retirement
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
What Advice Would Your 80-Year-Old Self Offer to You Today?
The advice might be inspiring. But, putting yourself in the mindset of your 80-year-old self might be really important. Find out why…
Are Alternative Investments a Good Idea for Your Retirement?
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
An Expert Guide to Big Life Transitions (Retirement and Beyond)!
Here are 8 tips that you can use right now to make retirement or whatever life transition you’re experiencing go more efficiently and happily. Read now!
Hurry! Life After Retirement is Going to Be Great (If You Are Truly Ready)
Run don’t walk toward life after retirement. Research says it will be the best time of your life. Explore 7 tips to get ready to retire now!
Which Countries’ Citizens Enjoy the Best Retirement? (Guess Where the U.S. Ranks?)
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
10 Recent Economic Headlines and What They Mean for Your Money (Will Roth Conversions Be Scrapped?)
As summer ends and the economy continues to reopen, there has been a lot of significant economic news. Here are 10 recent headlines and what each of them means for your money. Some of these headlines report on events that have happened. Others are anticipating future events. Each may have a significant impact on your…