Top 15 Retirement Planning Mistakes to Avoid
#1 Not having a rational process A process for decision-making helps maintain focus, reduces uncertainty, and ensures that everyone remains on the same page. Having a process translates to efficiency and usually results in more money spent AND less frustration. Having a process should allow individuals to internalize planning subjectivity and view the totality of […]
12 Ways to Perfectly Time Your Retirement Planning
Choosing a retirement date is the final step before entering retirement. But for a smooth transition, most individuals will need to coordinate benefits and potentially make last-minute adjustments to their financial planning retirement strategy. #12 Rethinking the Retirement Budget Generally, retirees enjoy more free time once they retire. In many cases, that means spending more money than […]
Rebuilding the Retirement Planning Buckets
As the COVID-19 pandemic swept the country, we first reported this event’s game-changing effect on retiree income, specifically for those who recently retired or were about to retire. Many individuals do not fully understand how the pandemic (and now the Ukraine invasion) has fundamentally changed retirement planning. Many who do, feel forced to take on […]
