Posts tagged "retirement planning"

early retirement

Early Retirement Checklist

The pursuit of retirement planning tends to make you feel confident and assured and offers a guide for a brand new stage of life. Here’s an early retirement checklist of concerns to get you into the swing of things. Searching out effective solutions for the scenario will put you in control and give you confidence that you can retire successfully. [...]

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Posted by Frank Shurtz - November 26, 2011 at 8:06 am

Categories: Early Retirement   Tags: , ,

retirement software

Making Optimal Use of a Retirement Software

Let’s go out on a limb and presume that Social Security will probably be around when you retire. It will be critical to factor any benefits which you receive from Social Security to your retirement strategies. You can obtain a quotation of this quantity by utilizing a retirement software. The following is an instance I ran on a retirement software [...]

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Posted by Frank Shurtz - November 13, 2011 at 12:28 pm

Categories: retirement software   Tags: , , ,

retirement software

How to Obtain Realistic Results From a Retirement Software

With retirement software spewing out various results every time you try a different program, it might be difficult to make sense of it all. Remembering that these ought to be utilized for estimates, not concrete numbers, is a good first step in dealing with the outcomes. However, there’s much more to it. It is important not to assume that the [...]

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Posted by Frank Shurtz - November 10, 2011 at 3:28 pm

Categories: retirement software   Tags: , ,

Last-Minute Retirement Planning Option

A Viable Last-Minute Retirement Planning Option

Several personal financial advisors will tell you the most beneficial way to save for retirement is to begin young and consistently put away a percentage of your earnings in a retirement savings plan such as an Individual Retirement Account.  You have certainly seen the retirement calculators that show how even a $2,000 a month investment grows to a large retirement [...]

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Posted by bobrichards - March 3, 2011 at 12:34 pm

Categories: retirement calculator   Tags: , ,

Retirement Planning Inadequacy Is Overstated

The Problem There isn’t a week that goes by without a story in USA Today or the New York Times about how unprepared people are for retirement.  While the charge is true, the retirement planning dearth is overstated. Note that journalists really don’t know anything about the topics they write about.  That is not a criticism; it is simply true. [...]

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Posted by bobrichards - January 27, 2011 at 6:20 pm

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Retirement & Estate Planning — Often in Competition

One aspect of retirement planning is protecting the assets you have accumulated.  Estate planning is also about protecting the assets you have accumulated but comes at the issue of asset protection from a different aspect. For example, in retirement planning, one is concerned with asset allocation–the idea of spreading your money among different asset classes so that a decline in [...]

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Posted by bobrichards - September 30, 2008 at 8:57 am

Categories: estate planning, retirement planning   Tags: , ,

Retirement & Estate Planning — Often in Competition

One aspect of retirement planning is protecting the assets you have accumulated.  Estate planning is also about protecting the assets you have accumulated but comes at the issue of asset protection from a different aspect. For example, in retirement planning, one is concerned with asset allocation–the idea of spreading your money among different asset classes so that a decline in [...]

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Posted by bobrichards - September 30, 2008 at 8:57 am

Categories: estate planning, retirement planning   Tags: , ,

Retirement Planning Tips For Taking Your Lump Sum

You’ve decided to retire now. You know how much you’re due from social security and any pension too. Then there’s the lump sum from your defined contribution plan at work. What retirement planning tips can help you make the most of your lump sum?   In most cases, you want to do a direct rollover of the lump sum into a new [...]

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Posted by bobrichards - September 10, 2008 at 10:16 am

Categories: retirement planning   Tags: , ,

The 5 Most Common Errors of Retirement Strategy

Following are the most common financial errors in retirement planning. These are not necessarily in order of priority. Placing too much in fixed income The Trinity Study in 1998 showed, as many studies have since, that you need to have 50%+ of our portfolio invested in equities (or other growth assets). Failure to do so insures that your assets will [...]

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Posted by bobrichards - July 25, 2008 at 12:03 pm

Categories: retirement strategy   Tags: , ,