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Articles in Retirement Planning

Whether you are 25 or 65, it's never too soon or too late to plan for a happy, financially-secure retirement.
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Did you think to remodel your home?

by Brent Leavitt, CFP® Level 11
  Did your retirement plan involve a home remodel? Or even a home remodel remodel? My mother-in-law spent about a decade taking care of her mother. Not only did she require lots of attention and care, but she also ...(more)
Comment   |  Jun 08, 2017
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5 Compelling Reasons to Have a Roth IRA

by W. David Kern, CFP® Level 12
You know the old adage – ‘there’s no time like the present’. This is a noteworthy saying that is particularly true for young individuals and families who want to start saving seriously for the future. But how and where ...(more)
Comment   |  Jun 06, 2017
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9 Things You Must Know Before Retiring

by Nathan Garcia, CFP® Level 15
  Before Retiring you'll need to know these 9 pieces of information to have a better retirement:  1) When to file for Social Security 2) How much your Health Care costs will be 3) How much you currently spend 4) ...(more)
Comment   |  Jun 02, 2017
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by Randy Brunson Level 17
  Two things to note first this week, which are taxes and politics.    First, the tax filing deadline for federal income taxes is April 18th.  Typically it would be Monday April 17th, since the 15th falls on ...(more)
Comment   |  Apr 20, 2017 from Suwanee, GA
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Don’t Let Your Best Thinking Derail Your Retirement Dreams

by Peter Carl Hafner Level 12
The stock market did great last year. The Dow was up 13.4%; the S&P gained 9.5%; and the Nasdaq was up 7.5%, according to CNN Money.  But do you remember how things started? 2016 began with the worst five-day ...(more)
Comment   |  Apr 06, 2017 from Buffalo, NY
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Important Steps to Take for Your Retirement Plans

by David Neil Chazin Level 6
                                                 Setting Your Objectives & Goals There is no express highway or fast lane to take you directly to retirement. Preparing for any long-term journey requires a road map ...(more)
Comment   |  Mar 28, 2017 from San Ramon, Cal
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Seven Concerns & Fears About Retirement -By J. Barry Watts, Tax & Retirement Strategist

by James Barry Watts Level 6
Seven Concerns and Fears About Retirement By: J. Barry Watts   The speckled-with-grey-haired executive wearing the rumpled trench coat dropped into the seat beside me at gate B33 of the Pittsburgh airport with a loud ...(more)
Comment   |  Dec 09, 2016
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Understanding your Social Security Benefit for Young and Old

by James Leland Hancock Level 10
Understanding your social security benefit is a huge part of being prepared for retirement, and even the young generation should understand what they can expect to receive from social security.   It can be very ...(more)
Comment   |  Dec 07, 2016
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by Curtis Steven Farrell Level 13
  Mark Twain once said, “comparison is the death of joy.” While this may be excellent advice for personal development, comparison is imperative as an employer and mandatory as a plan sponsor. If you sponsor your ...(more)
Comment   |  Nov 30, 2016 from Mission Viejo, CA
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Just where does the fear of outliving our money come from? Part II.

by Larry R Frank Sr Level 20
The foundation to answer where does fear of outliving money come from was laid in yesterdays’ post (Part I). Why is all of this important? The fear of outliving your money also (there’s another reason listed below) ...(more)
Comment   |  Nov 11, 2016 from Roseville, CA
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Just where does the fear of outliving our money come from? Part I

by Larry R Frank Sr Level 20
  You see the headline all the time that has something to do with basically these four words: Risk, Outliving, Longevity and Money. The viewpoint that you may outlive your money because of increasing longevity ...(more)
Comment   |  Nov 11, 2016 from Roseville, CA
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A Simple Retirement Income Process

by Larry R Frank Sr Level 20
Working or retired, the focus of most people is keeping their check book full of money for the monthly expenses they have. While working, the source of the money is obvious … it is from you working. While retired, ...(more)
Comment   |  Sep 14, 2016 from Roseville, CA
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To Roth, or not to Roth

by Timothy Francis Brennan Level 6
I get a lot of questions about IRAs so I thought a quick crash course in the basics would be helpful.  Tax laws, regulations and individual circumstances change frequently so always check with your advisor or tax ...(more)
Comment   |  Aug 30, 2016
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WHEN are investments for?

by Larry R Frank Sr Level 20
Most people understand to some degree, what investments are for – presumably for “their goal,” whatever that goal may be. Most people though, miss the difference between what and when investments are for. So, what is ...(more)
Comment   |  Jul 20, 2016 from Roseville, CA
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Already receiving Social Security – you might need a check up!

by Larry R Frank Sr Level 20
Security Planning isn’t just for people who haven’t claimed yet. People who are already receiving Social Security often forget about other benefits they may be entitled to after having filed. The wise owl circles ...(more)
Comment   |  Jul 06, 2016 from Roseville, CA
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Can you “restrict” your Social Security now?

by Larry R Frank Sr Level 20
  Did you turn 62 by 1 Jan 2016? Your options later if you didn’t. If you did turn 62 by then … … you retain the ability to claim just your spousal benefits (Why? answer later) from your spouses Social Security ...(more)
Comment   |  May 11, 2016 from Roseville, CA
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How to Stay Calm in a Volatile Market

by Gregory Sigismund Ostrowski Level 8
It seems like every time we turn on the financial news, there’s another story that’s grabbing our increasingly limited time and attention. Whether it was the economic crisis in Greece, or the more recent slowdowns in ...(more)
Comment   |  May 07, 2016
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Is File and Suspend Dead for Social Security? Nope!

by Larry R Frank Sr Level 20
  Okay, the first part of the new Social Security rules* has gone by – we’re into May now and you may have read already about the demise of File and Suspend. Rather than talk about what one could have done (a moot ...(more)
Comment   |  May 04, 2016 from Roseville, CA
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Earn too much to contribute to a Roth IRA?

by Andrew Comstock, CFA Level 20
Roth IRAs are a terrific retirement account although not everyone is able to contribute directly to them because of income limits. There is a solution for people who fall into this category that give them all of them ...(more)
Comment   |  Apr 11, 2016 from Leawood, KS
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The 7 Deadly Retirement Sins, Part 7

by Ryan Patrick Zacharczyk Level 20
          Not working with an independent, objective advisor who is a CFP®          Perhaps the biggest mistake that a retiree will make is not working with an objective, fee-only Certified ...(more)
Comment   |  Mar 31, 2016
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