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Tax-Efficient Retirement Income Planning

0 comments January, 20, 2025

Expert insights on tax-efficient retirement income planning from Dana Anspach of Sensible Money. Understand marginal vs. effective tax rates, minimize taxes, optimize income.

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Countries With The Best Retirement Systems

0 comments December, 17, 2024

Discover the best retirement systems worldwide. Learn how countries like the Netherlands lead in adequacy, sustainability, and integrity. Improve the US retirement system with key reforms and strategies.

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The 3 Keys To Financial Security In Retirement

0 comments December, 16, 2024

Secure your financial future in retirement with expert guidance from Lisa Featherngill. Learn strategies for expenses, investment returns, and key tax considerations.

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Strategies for handling layoff near retirement

0 comments July, 29, 2024

Strategies for handling layoff near retirement: Expert tips from Dana Anspach to navigate financial challenges post-layoff, including advice on health insurance, severance packages, and managing spending.

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New Reverse Mortgages for Retirement Planning

1 comment July, 9, 2024

Once seen as a last resort for retirees with limited savings, reverse mortgages are now being used for a variety of reasons, including:

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Are You Saving Enough For Your Retirement?

0 comments June, 11, 2024

Are You Saving Enough For Your Retirement? Average Retirement Savings by Age Group: How are you doing when it comes to saving for retirement? How do your retirement savings compare to your peer group? This video addresses the average retirement savings by age. It shows how most Americans are not saving enough for retirement and that the average retirement savings falls short of what is needed.

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Retirement Withdrawal Strategies – Ask the Hammer

0 comments June, 10, 2024

In this episode of “Ask the Hammer,” Jeffrey Levine of Buckingham Strategic Wealth provided insightful advice on optimizing retirement withdrawal sequences to minimize taxes and maximize income. A listener inquired about the best withdrawal strategy involving various assets, including an IRA, a money market emergency fund, and matured savings bonds, aiming to ensure financial stability after retirement.

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Maximize Your Go Go Years In Retirement: Financial & Fitness Tips

0 comments June, 3, 2024

In this video, Beau Kemp outlines a two-step plan to conquer your “go-go” years in retirement. Packed with actionable tips, learn how to create a rock-solid financial strategy and prioritize health for an active and fulfilling start to your retired life.

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How to Find Your Retirement Joy

0 comments April, 1, 2024

How to Find Your Retirement Joy: In this video, Erin Wood CFP®, CRPC®, FBS® of Carson Group provides tips on how to find fulfillment, happiness, and “joy” in retirement through pursuing meaningful activities and relationships.

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Guide to Buying Your Dream Home in Retirement

0 comments April, 1, 2024

Guide to Buying Your Dream Home in Retirement: Purchasing your dream home in retirement requires a balance between financial planning and personal aspirations.

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