Clinging to widely known "rules of thumb" to determine how much you need to save can lead to over-saving (especially for higher-income individuals).
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Precautions you can take to reduce the odds of experiencing disruptive advisor turnover issues that can rob you of the immense benefits of advisor continuity.
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(~4 min) Retirement doesn’t have to be withdrawal from work. Retirement today is empowerment. It can be a transition where you change how you engage.
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We’ve always found it odd that traditional retirement planning focuses on the probability of success or failure. The retirement planning industry has used this
Expected market returns play a key role in a retirement plan. What can one do to improve their situation in light of lower expected returns besides the
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Knowingly or not, you started planning for retirement the minute you decided to participate in a company-sponsored retirement plan or make an IRA contribution.
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There are several reasons why retirement planning professionals recommend individuals/couples start retirement planning at least five years before they plan to
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New clients came to me recently feeling very proud they could craft a retirement spending plan budget (see our Insight entitled "How to Create a Retirement
Last week, Morningstar published some new research entitled “The State of Retirement Income: Safe Withdrawal Rates” that claims the old “4% rule” should be
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While estate planning is certainly not the most joyful part of the retirement planning process, planning for what might happen if you have an unexpected health
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Before we get into creating a Retirement Spending Plan and share a link to the spreadsheet we use for this exercise, let’s first explore what a Retirement
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A seemingly simple question of "what age should I retire?" is actually quite complex when one considers their personal definition of retirement and their unique
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