Financial Plannin...
Follow
Find
608 views | +0 today
Financial Planning for Retirement
Financial planning topics related to planning for and managing a financially successful retirement.
Curated by Roger Wohlner
Your new post is loading...
Your new post is loading...
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Rescooped by Roger Wohlner from 401(k) Plan Issues
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

$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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Your 401(k) is not Free | The Chicago Financial Planner

Your 401(k) is not Free | The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
A significant percentage of 401(k) plan participants don’t realize that their company retirement plan is not free.
more...
No comment yet.
Rescooped by Roger Wohlner from 401(k) Plan Issues
Scoop.it!

Five 401(k) Investing Tips for This or Any Market | The Chicago Financial Planner

Five 401(k) Investing Tips for This or Any Market | The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
Here are five 401(k) investing tips for this or any market environment.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Get With The Plan: Making money last in retirement - The Star-Ledger - NJ.com

Get With The Plan: Making money last in retirement - The Star-Ledger - NJ.com | Financial Planning for Retirement | Scoop.it
Get With The Plan: Making money last in retirement The Star-Ledger - NJ.com Dan and Vicki, whose names have been changed, have saved $905,900 in IRAs, much of which came from a rollover from Dan's 401(k) plan, $348,800 in mutual funds, $2,000 in...
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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?
more...
No comment yet.
Rescooped by Roger Wohlner from TalentCircles
Scoop.it!

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
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

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.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Time Well Spent: Choosing an IRA or a Restaurant? | The Chicago Financial Planner

Time Well Spent: Choosing an IRA or a Restaurant? | The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
Choosing the wrong restaurant might result in a bad dining experience. Choosing the wrong IRA account or the wrong investments might result in a bad retirement.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

7 Retirement Investing Tips | The Chicago Financial Planner

7 Retirement Investing Tips | The Chicago Financial Planner | Financial Planning for Retirement | Scoop.it
Here are 7 retirement investing tips.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Have you started taking your RMDs? - Ahwatukee Foothills News

Have you started taking your RMDs? - Ahwatukee Foothills News | Financial Planning for Retirement | Scoop.it
Have you started taking your RMDs? Ahwatukee Foothills News Here, in a nutshell, is the story: Once you reach age 70 1/2, you must begin taking taxable withdrawals — known as “required minimum distributions,” or RMDS — from your traditional IRA and...
more...
No comment yet.