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What does it mean to "retire early?"

What does it mean to "retire early?"

What are the top 5 regrets of retirees?

What are the top 5 regrets of retirees?

OCTOBER 2024 MARKET UPDATE

OCTOBER 2024 MARKET UPDATE

6 Retirement Tax Challenges You Need To Be Aware Of

6 Retirement Tax Challenges You Need To Be Aware Of

Here's what Social Security cuts could mean for you

Here's what Social Security cuts could mean for you

Is Maxing Out Your 401k The Wrong Choice?

Is Maxing Out Your 401k The Wrong Choice?

A smart way to share wealth with kids and grandkids

A smart way to share wealth with kids and grandkids

Is your retirement plan a false positive?

Is your retirement plan a false positive?

How To Get Your Money Into a Roth IRA

How To Get Your Money Into a Roth IRA

How much of your traditional IRA should you keep?

How much of your traditional IRA should you keep?

Traditional IRA to Roth IRA? How much to convert

Traditional IRA to Roth IRA? How much to convert

Don't let financial indecision cost you!

Don't let financial indecision cost you!

Optimizing Your Tax Buckets

Optimizing Your Tax Buckets

Planning to start Social Security? Know these helpful details!

Planning to start Social Security? Know these helpful details!

Retirees In Their 70s Regret These 5 Things

Retirees In Their 70s Regret These 5 Things

Balancing taxes for you and your heirs

Balancing taxes for you and your heirs

Struggling with money worry? Here's what can help.

Struggling with money worry? Here's what can help.

Sample Planning: Optimizing Your Social Security Benefits

Sample Planning: Optimizing Your Social Security Benefits

Have you talked with your kids about your money lately?

Have you talked with your kids about your money lately?

SEPTEMBER 2024 MARKET UPDATE

SEPTEMBER 2024 MARKET UPDATE

Have you talked with your parents about their finances lately?

Have you talked with your parents about their finances lately?

Have you talked with your kids about their money lately?

Have you talked with your kids about their money lately?

Why You Need a login.gov Account for Social Security

Why You Need a login.gov Account for Social Security

Financial planning steps to take before year-end

Financial planning steps to take before year-end

Financial Planning with Yogi Berra

Financial Planning with Yogi Berra

When to put together a retirement plan

When to put together a retirement plan

Fed signals policy change. What next?

Fed signals policy change. What next?

5 Reasons To Do Tax Planning As You Approach Retirement

5 Reasons To Do Tax Planning As You Approach Retirement

Putting together an income plan for retirement

Putting together an income plan for retirement

How much do you need to save before you retire?

How much do you need to save before you retire?

Sample Planning: Optimizing a $4.8 Million Retirement Plan with Smart Strategies

Sample Planning: Optimizing a $4.8 Million Retirement Plan with Smart Strategies

Tax Planning before TCJA expires

Tax Planning before TCJA expires

Taking Social Security as a Couple

Taking Social Security as a Couple

Direct vs Indirect Rollovers?

Direct vs Indirect Rollovers?

Can You Use An HSA To Cover Health Insurance Premiums?

Can You Use An HSA To Cover Health Insurance Premiums?

Should you try to ALWAYS avoid IRMAA?

Should you try to ALWAYS avoid IRMAA?

Final RMD Regulations: What You Need to Know

Final RMD Regulations: What You Need to Know

How will your future RMDs impact IRMAA?

How will your future RMDs impact IRMAA?

How to think about market volatility and market risk

How to think about market volatility and market risk

AUGUST 2024 MARKET UPDATE

AUGUST 2024 MARKET UPDATE

How Can You Help Family without Blowing Up your Retirement Plan

How Can You Help Family without Blowing Up your Retirement Plan

Where should you save in the last year's of your retirement?

Where should you save in the last year's of your retirement?

Lift the fog on your retirement future

Lift the fog on your retirement future

Can you use your HSA to pay insurance premiums?

Can you use your HSA to pay insurance premiums?

2 Key Questions to Determine if You're Ready to Retire

2 Key Questions to Determine if You're Ready to Retire

Qualified dividends for retirement planning?

Qualified dividends for retirement planning?

Retirement Milestone Ages You Need To Know

Retirement Milestone Ages You Need To Know

Portfolio considerations

Portfolio considerations

3 Reasons people postpone retirement

3 Reasons people postpone retirement

A Bucket Plan Strategy vs Guardrail Strategy - Which is Better?

A Bucket Plan Strategy vs Guardrail Strategy - Which is Better?

Don't forget about taxes on gains

Don't forget about taxes on gains

How much tax to withhold in retirement

How much tax to withhold in retirement

Are you making use of the gift tax exclusion?

Are you making use of the gift tax exclusion?

Focus on These 3 Things You Can Control in Retirement

Focus on These 3 Things You Can Control in Retirement

How does an election impact market returns?

How does an election impact market returns?

401(k) FAQs for Pre-Retirees In 2024

401(k) FAQs for Pre-Retirees In 2024

What is the perfect month to retire?

What is the perfect month to retire?

Market Correction Coming? What to do?

Market Correction Coming? What to do?

What should you do when you've saved $4.8 million for retirement?

What should you do when you've saved $4.8 million for retirement?

Google vs Financial Advisor - When is each helpful? #retirementplanning #shorts

Google vs Financial Advisor - When is each helpful? #retirementplanning #shorts

JULY 2024 MARKET UPDATE

JULY 2024 MARKET UPDATE

Warning: Be careful opening online accounts #retirementplanning #shorts

Warning: Be careful opening online accounts #retirementplanning #shorts

Are target date funds a good option? #retirementplanning #investments #shorts

Are target date funds a good option? #retirementplanning #investments #shorts

Choosing your Executor or Sucessor Trustee

Choosing your Executor or Sucessor Trustee

Spousal benefit under social security #retirementplanning #shorts

Spousal benefit under social security #retirementplanning #shorts

What is your full retirement age? #retirementplanning #shorts

What is your full retirement age? #retirementplanning #shorts

Should you use Active or Passive Funds for your retirement portfolio? #retirementplanning #shorts

Should you use Active or Passive Funds for your retirement portfolio? #retirementplanning #shorts

Power of Attorney Documents: What you Need Now!

Power of Attorney Documents: What you Need Now!

What is the difference between a HSA and FSA? #retirementplanning #shorts

What is the difference between a HSA and FSA? #retirementplanning #shorts

Target Date Funds: The Good, Bad, and Ugly

Target Date Funds: The Good, Bad, and Ugly

Update on Inverted Yield Curve #investments #retirementplanning #shorts

Update on Inverted Yield Curve #investments #retirementplanning #shorts

"I'm 61, How Much Risk Should I Take?" #retirementplanning #shorts

"I'm 61, How Much Risk Should I Take?" #retirementplanning #shorts

Does your Estate Plan include all the Right Things?

Does your Estate Plan include all the Right Things?

Consumer Staples in your retirement portfolio #retirementplanning #shorts

Consumer Staples in your retirement portfolio #retirementplanning #shorts

How can you tell if you're working with a fiduciary? #retirementplanning #shorts

How can you tell if you're working with a fiduciary? #retirementplanning #shorts

Benefits of a stock split #retirementplanning #shorts

Benefits of a stock split #retirementplanning #shorts

How Much Should You Convert to Roth in 2024?

How Much Should You Convert to Roth in 2024?

Are you too old to open a Roth? #retirementplanning #shorts

Are you too old to open a Roth? #retirementplanning #shorts

When & How To Rebalance Your Portfolio

When & How To Rebalance Your Portfolio

If you're turning 65, do you have to go on Medicare? #retirementplanning #shorts

If you're turning 65, do you have to go on Medicare? #retirementplanning #shorts

How can we derisk our 401k? #retirementplanning #shorts

How can we derisk our 401k? #retirementplanning #shorts

Sample Retirement Plan #retirementplanning #shorts

Sample Retirement Plan #retirementplanning #shorts

How does retirement look if you've saved $1.5M?

How does retirement look if you've saved $1.5M?

What is Your Safe Withdrawal Rate? #retirementplanning #shorts

What is Your Safe Withdrawal Rate? #retirementplanning #shorts

What are rules of thumb for retirement? And how should you use them? #retirementplanning #shorts

What are rules of thumb for retirement? And how should you use them? #retirementplanning #shorts

How should you adjust your bucket plan to fit your situation? #retirementplanning#shorts

How should you adjust your bucket plan to fit your situation? #retirementplanning#shorts

How does income tax impact your Magic Number?

How does income tax impact your Magic Number?

Is there a Magic Certainty Button for retirement? #retirementplanning #investments #shorts

Is there a Magic Certainty Button for retirement? #retirementplanning #investments #shorts

Safe Withdrawal Rates in 2024?

Safe Withdrawal Rates in 2024?

Don't miss this tip on IRMAA in your first year of retirement #retirementplanning #shorts

Don't miss this tip on IRMAA in your first year of retirement #retirementplanning #shorts

Don't make this mistake with social security #retirementplanning #shorts

Don't make this mistake with social security #retirementplanning #shorts

How does Social Security impact your Magic Number for retirement?

How does Social Security impact your Magic Number for retirement?

How should you respond to the Social Security Trustees report? #retirementplanning #shorts

How should you respond to the Social Security Trustees report? #retirementplanning #shorts

What drives investment returns? #retirementplanning #investments #shorts

What drives investment returns? #retirementplanning #investments #shorts

What Magic Number do Boomers and Gen X say they need to retire securely?

What Magic Number do Boomers and Gen X say they need to retire securely?

How do you time changes in your retirement portfolio? #retirementplanning #shorts #investments

How do you time changes in your retirement portfolio? #retirementplanning #shorts #investments

Why Retirement Planning Is Different For Women

Why Retirement Planning Is Different For Women

Why bucket planning works #investments #retirementplanning #shorts

Why bucket planning works #investments #retirementplanning #shorts

Is it better to minimize taxes this year or over your lifetime? #retirementplanning #shorts

Is it better to minimize taxes this year or over your lifetime? #retirementplanning #shorts

282 Banks are Stressed #shorts

282 Banks are Stressed #shorts

How risky are bonds and where do they fit in a retirement portfolio? #retirementplanning #shorts

How risky are bonds and where do they fit in a retirement portfolio? #retirementplanning #shorts

Should Everyone Start Social Security at 62?

Should Everyone Start Social Security at 62?

How to avoid faulty thinking that can derail your long-term plan #retirementplanning #shorts

How to avoid faulty thinking that can derail your long-term plan #retirementplanning #shorts

Don't make this mistake when planning your retirement income! #retirementplanning #shorts

Don't make this mistake when planning your retirement income! #retirementplanning #shorts

The intersection of IRMAA and your retirement tax plan #retirementplanning #shorts

The intersection of IRMAA and your retirement tax plan #retirementplanning #shorts

Tax on different retirement assets will affect your magic number

Tax on different retirement assets will affect your magic number

How much can you spend in retirement from a $60,000 distribution? #retirementplanning #shorts

How much can you spend in retirement from a $60,000 distribution? #retirementplanning #shorts

The new magic number to Retire #retirementplanning #shorts

The new magic number to Retire #retirementplanning #shorts

When should you start planning for retirement? #retirementplanning #shorts

When should you start planning for retirement? #retirementplanning #shorts

An Example of Choosing when to start Social Security

An Example of Choosing when to start Social Security

The Market in an Election Year #retirementplanning #investments #shorts

The Market in an Election Year #retirementplanning #investments #shorts

The Magic Number To Retire

The Magic Number To Retire

How longevity changes in retirement #retirementplanning #shorts

How longevity changes in retirement #retirementplanning #shorts

Retirement Spending #retirementplanning #shorts

Retirement Spending #retirementplanning #shorts

A Strategy for Pro-Rata Backdoor Roth Conversions

A Strategy for Pro-Rata Backdoor Roth Conversions

What to do with market at a high #retirementplanning #investments #shorts

What to do with market at a high #retirementplanning #investments #shorts

Selecting investments for Retirement Portfolio #retirementplanning #shorts

Selecting investments for Retirement Portfolio #retirementplanning #shorts

Are you getting recommendations that fit? #retirementplanning #shorts

Are you getting recommendations that fit? #retirementplanning #shorts

What is the Pro Rata Rule, and How Does it impact your Roth Conversions?

What is the Pro Rata Rule, and How Does it impact your Roth Conversions?

What is the Best Age to start Social Security? #retirementplanning #shorts

What is the Best Age to start Social Security? #retirementplanning #shorts

Preparing Your Adult Children To Inherit Wealth

Preparing Your Adult Children To Inherit Wealth

It's Time to Get Ready for Fed Cuts #retirementplanning #shorts

It's Time to Get Ready for Fed Cuts #retirementplanning #shorts

What Difference does One More Year Make to your Retirement? #retirementplanning #shorts

What Difference does One More Year Make to your Retirement? #retirementplanning #shorts

Avoid Double Tax when You use the Backdoor Roth Strategy

Avoid Double Tax when You use the Backdoor Roth Strategy

Should you keep some IRA dollars for QCDs? #retirementplanning #shorts

Should you keep some IRA dollars for QCDs? #retirementplanning #shorts

How can you keep more of your taxable bucket? #retirementplanning #shorts

How can you keep more of your taxable bucket? #retirementplanning #shorts

Do you have proper tax diversification? #retirementplanning #shorts

Do you have proper tax diversification? #retirementplanning #shorts

Is a Backdoor Roth Really Worth It?

Is a Backdoor Roth Really Worth It?

Does Inflation have any impact on your future income tax?

Does Inflation have any impact on your future income tax?

Inflation 101

Inflation 101

Is Lazy Money a problem? #retirementplanning #shorts

Is Lazy Money a problem? #retirementplanning #shorts

Don't Get Stuck in 33% Bracket #retirementplanning #shorts

Don't Get Stuck in 33% Bracket #retirementplanning #shorts

What Is a Backdoor Roth

What Is a Backdoor Roth

If Inflation is Coming Down, Does that Impact Your Retirement Plan? #retirementplanning #shorts

If Inflation is Coming Down, Does that Impact Your Retirement Plan? #retirementplanning #shorts

Retirement Planning in an Uncertain Future #retirementplanning #shorts

Retirement Planning in an Uncertain Future #retirementplanning #shorts

How should you view risk in retirement? #retirementplanning #shorts

How should you view risk in retirement? #retirementplanning #shorts

Using Net Unrealized Appreciation to minimize taxes in retirement

Using Net Unrealized Appreciation to minimize taxes in retirement

Is Lazy Money a Concern Today?

Is Lazy Money a Concern Today?

Using Donor Advised Funds to minimize income tax in retirement

Using Donor Advised Funds to minimize income tax in retirement

Using Qualified Charitable Distributions to Minimize Your Taxes in Retirement

Using Qualified Charitable Distributions to Minimize Your Taxes in Retirement

Would You Benefit from a Backdoor Roth Strategy?

Would You Benefit from a Backdoor Roth Strategy?

Tax Planning with Tax Bracket Management

Tax Planning with Tax Bracket Management

Step 4 to Creating a Good Retirement Plan

Step 4 to Creating a Good Retirement Plan

Is There a Best Month to Retire?

Is There a Best Month to Retire?

Step 3 to Creating a Good Retirement Plan

Step 3 to Creating a Good Retirement Plan

Step 2 to Putting Together a Good Retirement Plan

Step 2 to Putting Together a Good Retirement Plan

Long-Term Care 101

Long-Term Care 101

Step 1 to Putting Together a Good Retirement Plan

Step 1 to Putting Together a Good Retirement Plan

Will The Economy Boom Or Bust In 2024?

Will The Economy Boom Or Bust In 2024?

3 Things That Don't Work to Put Together a Good Retirement Plan

3 Things That Don't Work to Put Together a Good Retirement Plan

3 Challenges Your Required Minimum Distributions Cause and How to Deal with Them

3 Challenges Your Required Minimum Distributions Cause and How to Deal with Them

Questions You Must Ask Your Financial Advisor

Questions You Must Ask Your Financial Advisor

How Big Can Your RMDs Really Get?

How Big Can Your RMDs Really Get?

4 Year-End Tax Strategies

4 Year-End Tax Strategies

Understanding RMDs: A Guide For Retirees & The Soon-to-Retire

Understanding RMDs: A Guide For Retirees & The Soon-to-Retire

End of Year Financial Planning For 2023

End of Year Financial Planning For 2023

AVOID THESE 5 EXCESS CONTRIBUTIONS TO YOUR IRA OR ROTH IRA

AVOID THESE 5 EXCESS CONTRIBUTIONS TO YOUR IRA OR ROTH IRA

Five Times The SECURE Act 2.0 Might Impact You

Five Times The SECURE Act 2.0 Might Impact You

Should you keep your 401k or rollover to an IRA?

Should you keep your 401k or rollover to an IRA?

Medicare: What You Need to Know Before You Retire

Medicare: What You Need to Know Before You Retire

5 Behavioral Biases To Avoid!

5 Behavioral Biases To Avoid!

5 Reasons To Retire Now

5 Reasons To Retire Now

Can I Retire with $1 Million?

Can I Retire with $1 Million?

7 Retirement Planning Mistakes to Avoid

7 Retirement Planning Mistakes to Avoid

What do you need to to know about HSAs in retirement?

What do you need to to know about HSAs in retirement?

Retirement Income Planning 101

Retirement Income Planning 101

Retirement Income Plan

Retirement Income Plan

7 Tips To Hack-Proof Yourself

7 Tips To Hack-Proof Yourself

HSA Accounts are like a Super Roth

HSA Accounts are like a Super Roth

7 Habits For A Happy Retirement

7 Habits For A Happy Retirement

Spend More Now Plan

Spend More Now Plan

Getting It Right: Irreversible Financial Decisions

Getting It Right: Irreversible Financial Decisions

Roth Conversions for Your Children

Roth Conversions for Your Children

Retirement Rebels: Winning Your Financial Independence

Retirement Rebels: Winning Your Financial Independence

AVOID THESE 3 RETIREMENT WITHDRAWAL STRATEGY MISTAKES

AVOID THESE 3 RETIREMENT WITHDRAWAL STRATEGY MISTAKES

When & How To Rebalance Your Portfolio

When & How To Rebalance Your Portfolio

How Can You Optimize Your Roth Conversions Over Retirement

How Can You Optimize Your Roth Conversions Over Retirement

Avoid These 3 Big Retirement Withdrawal Mistakes

Avoid These 3 Big Retirement Withdrawal Mistakes

How Do You Know How Much to Convert to Roth Each Year

How Do You Know How Much to Convert to Roth Each Year

Ep 22: Top 5 Beneficiary Mistakes

Ep 22: Top 5 Beneficiary Mistakes

Should You Work Another Year, Or Can You Retire a Year Earlier?

Should You Work Another Year, Or Can You Retire a Year Earlier?

Ep 21: Debunking 2023's Top Social Security Myths (Part 2)

Ep 21: Debunking 2023's Top Social Security Myths (Part 2)

Ep 20: Debunking 2023's Top Social Security Myths (Part 1)

Ep 20: Debunking 2023's Top Social Security Myths (Part 1)

What You Should Know About Social Security Before You File for Benefits

What You Should Know About Social Security Before You File for Benefits

Social Security Survivor Benefits

Social Security Survivor Benefits

What are Social Security Spousal Benefits?

What are Social Security Spousal Benefits?

Ep 19: Lifetime Gifting: Is it Right For Your Strategy?

Ep 19: Lifetime Gifting: Is it Right For Your Strategy?

Social Security Filing at Age 70

Social Security Filing at Age 70

Social Security Filing at Age 62

Social Security Filing at Age 62

6 types of retirees

6 types of retirees

Ep 18: Rookie Mistakes Even Experienced Investors Can Make

Ep 18: Rookie Mistakes Even Experienced Investors Can Make

3 MAJOR FINANCIAL CHALLENGES FOR HNW

3 MAJOR FINANCIAL CHALLENGES FOR HNW

Ep 17: Top 10 Tax Questions for Retirees in 2023

Ep 17: Top 10 Tax Questions for Retirees in 2023

Ep 16: The 6 Types of Retirees

Ep 16: The 6 Types of Retirees

Good News under Secure 2.0 for Unused 529 Plan Funds

Good News under Secure 2.0 for Unused 529 Plan Funds

How RMDs have changed under the Secure Act 2.0

How RMDs have changed under the Secure Act 2.0

Ep 15: 10 Point Checklist For Retirement Preparedness

Ep 15: 10 Point Checklist For Retirement Preparedness

Changes to Social Security and IRMAA - How can you minimize IRMAA? Retirement Income Planning

Changes to Social Security and IRMAA - How can you minimize IRMAA? Retirement Income Planning

Ep 14: Supposed To Retire… Should I Work Another Year?

Ep 14: Supposed To Retire… Should I Work Another Year?

4% Rule - Part 3

4% Rule - Part 3