Financial Planning for Retirement
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Financial Planning for Retirement
Financial planning topics related to planning for and managing a financially successful retirement.
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How to Advise Retired Clients with HSAs | Investopedia

How to Advise Retired Clients with HSAs  | Investopedia | Financial Planning for Retirement | Scoop.it
Here's how advisors can help retired clients make the most of HSAs and avoid mistakes.
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DOL Fiduciary Rules – What Do They Mean for You?

DOL Fiduciary Rules – What Do They Mean for You? | Financial Planning for Retirement | Scoop.it
What do the proposed DOL fiduciary rules mean for you as investors and clients of financial advisors.
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Top Tips to Reduce Required Minimum Distributions

Top Tips to Reduce Required Minimum Distributions | Financial Planning for Retirement | Scoop.it
A look at the best strategies to reduce required minimum distributions from qualified retirement accounts.
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Why Using Home Equity to Invest in the Stock Market is a Bad Idea

Why Using Home Equity to Invest in the Stock Market is a Bad Idea | Financial Planning for Retirement | Scoop.it
Here are a few specific reasons that I discourage using home equity to invest in the stock market.
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5 Key Investment Strategies for Women - U.S. News & World Report

5 Key Investment Strategies for Women - U.S. News & World Report | Financial Planning for Retirement | Scoop.it
Women's lifespans are usually longer than men's, so they need to plan their finances accordingly.
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7 Tips to Become a 401(k) Millionaire

7 Tips to Become a 401(k) Millionaire | Financial Planning for Retirement | Scoop.it
Here are 7 tips to become a 401(k) millionaire or to at least maximize the value of your 401(k) account.
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$1 trillion in disappearing retirement funds - BenefitsPro

$1 trillion in disappearing retirement funds - BenefitsPro | Financial Planning for Retirement | Scoop.it
Most employers favor the idea of keeping ex-workers' assets in their plans. They're just not sure how to go about it without the fiduciary liability.
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Accumulators: Is Your Retirement Plan on Track?

Accumulators: Is Your Retirement Plan on Track? | Financial Planning for Retirement | Scoop.it
Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special
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3 Huge Social Security Mistakes You Should Avoid - Motley Fool

3 Huge Social Security Mistakes You Should Avoid - Motley Fool | Financial Planning for Retirement | Scoop.it
Social Security works fairly well -- as long as you avoid these errors. - Chuck Saletta - Investment planning
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7 Questions to Ask Before Buying a Variable Annuity | The Chicago Financial Planner

7 Questions to Ask Before Buying a Variable Annuity | The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
Is a variable annuity right for you? Here are 7 questions to ask before buying a variable annuity.
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Six Lessons March Madness Can Teach Us About Investing For Retirement - Forbes

Six Lessons March Madness Can Teach Us About Investing For Retirement - Forbes | Financial Planning for Retirement | Scoop.it
Six Lessons March Madness Can Teach Us About Investing For Retirement
Forbes
With much of the nation so engaged, this might be a good time to talk about what the NCAA tourney can teach you about investments.
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Americans and Retirement: 3 Worrying New Findings

Americans and Retirement: 3 Worrying New Findings | Financial Planning for Retirement | Scoop.it
A new report from the Employee Benefits Research Institute brings a number of retirement issues to light.
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A Third Of Americans Have Almost Nothing Saved For Retirement

A Third Of Americans Have Almost Nothing Saved For Retirement | Financial Planning for Retirement | Scoop.it
Over a third of working people have less than $1,000 set aside for retirement, and almost two-thirds have less than $25,000 saved.
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5 Top Tips for Clients Retiring Within 5 Years | Investopedia

5 Top Tips for Clients Retiring Within 5 Years  | Investopedia | Financial Planning for Retirement | Scoop.it
Whether helping a new client or working with long-time clients, here are five financial planning tips for those within five years of retirement.
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20 Best Investing Blogs of 2016 - The College Investor - The Chicago Financial Planner

20 Best Investing Blogs of 2016 - The College Investor - The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
I am very flattered to be included in this list of the 20 Best Investing Blogs of 2016  compiled by Robert Farrington on his outstanding blog The College Investor, with it’s tagline “Investing and Personal Finance for Millennials.” I know and follow many of these people and read their blogs on a regular basis. There were a …
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SEP-IRA vs. Solo 401(k) 2015 Update

SEP-IRA vs. Solo 401(k) 2015 Update | Financial Planning for Retirement | Scoop.it
This is an update of one of my popular posts Small Business Retirement Plans – SEP-IRA vs. Solo 401(k) revised to reflect contribution limits for 2015.
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This is an update of one of the most popular posts on this blog Small Business Retirement Plans – SEP-IRA vs. Solo 401(k) revised to reflect contribution limits for 2015.  As a business owner it is up to you to save for your own retirement.  Both of these vehicles can be good choices depending upon your situation.  You work hard and deserve a solid retirement.  Please start a retirement plan for yourself and your family, or if you have one in place make sure you fund it.

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The keys to starting a business in retirement

The keys to starting a business in retirement | Financial Planning for Retirement | Scoop.it
Almost a quarter of new businesses were started by entrepreneurs ages 55 to 64 in 2013.
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Retired Baby Boomers face emotional adjustments - USA TODAY

Retired Baby Boomers face emotional adjustments - USA TODAY | Financial Planning for Retirement | Scoop.it
One of the toughest parts of retiring is missing the daily social connections with colleagues.
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2 troubling trends in retirement planning - MarketWatch

2 troubling trends in retirement planning - MarketWatch | Financial Planning for Retirement | Scoop.it
Is it possible to construct a portfolio to last through retirement and completely ignore changing economic conditions or market fluctuations?
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Retirement ‘brain drain’ could blindside U.S. employers

Retirement ‘brain drain’ could blindside U.S. employers | Financial Planning for Retirement | Scoop.it
As boomers reach retirement age, only 13% of companies have policies in place to cope with the looming loss of skills and talent.

Via Marylene Delbourg-Delphis
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Robo Advisors A Brave New World?

Robo Advisors A Brave New World? | Financial Planning for Retirement | Scoop.it
Online financial advisors or Robo Advisors are popping up all over the place and if you believe the financial press they are the future of financial advice.
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The only retirement guide you'll ever need

The only retirement guide you'll ever need | Financial Planning for Retirement | Scoop.it
Retirement guides run the gamut—from stating the obvious to engaging in scare tactics. Here's a checklist of things to boost your savings.
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How Confident Are You About Retirement? | The Chicago Financial Planner

How Confident Are You About Retirement? | The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
Surveys and overall statistics are great, but the reality is that your level of retirement confidence should be driven by your level of retirement readiness.
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What I’m Reading - March Madness Edition | The Chicago Financial Planner

What I’m Reading - March Madness Edition | The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
Here are some financial articles that I’ve read lately that you might find interesting and useful.
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Every 25-Year-Old In America Should See This Chart

Every 25-Year-Old In America Should See This Chart | Financial Planning for Retirement | Scoop.it
Compound interest is what separates the rich from the richer. (Every 25-year old in America needs to know about this chart.
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