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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 […]

12 Ways to Perfectly Time Your Retirement Planning

Choosing a retirement date is the final step before entering retirement. But for it to be a smooth transition, most individuals will need to coordinate benefits and potentially make last-minute adjustments to their financial planning retirement strategy. #12 Re-thinking the Retirement Budget Generally, retirees enjoy more free time once they retire. In many cases, that […]

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 […]

Fiduciary Retirement Planner

How To Budget a Sustainable Retirement

Budgeting is one of the least liked parts of the financial planning process. However, getting a real sense of essential and discretionary expenses in a privacy-protected manner may be far less complicated than you think. Tech now allows anyone to utilize software and quickly link up bank accounts. Your data is uploaded, and algorithms can […]