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Top 15 Retirement Planning Mistakes to Avoid

#1 Not having a rational process Having a rational 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 […]

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 […]

Retirement Financial Planning

Touching The Retirement Accounts. Do’s & Don’ts

When changing jobs or retiring, it’s always prudent to consider all your options as far as employer-sponsored retirement accounts. In rare cases, it can make sense to do nothing, and leave the retirement account with the old employer. There can also be benefits to transferring the account to your new employer’s plan. And sometimes, it […]