Your Money Map With David Blanchett and Margarita Perry: David Blanchett and Margarita Perry joined Jean Chatzky to discuss the question/episode title: Does the 4% Retirement Rule Still Work?

403b: A 403b is a type of retirement savings plan available to employees of certain tax-exempt organizations, such as public schools, colleges, universities, hospitals, and nonprofit organizations. It is similar to a 401(k) plan but […]

401k Rollover: A 401k rollover refers to the process of moving funds from a 401(k) retirement plan account into another tax-advantaged retirement account, typically an Individual Retirement Account (IRA). This transfer allows individuals to maintain […]

Your Money Map with Jean Chatzky & Richard Leider: In this episode of Your Money Map, host Jean Chatzky is joined by Richard Leider to discuss the importance of finding purpose in retirement. Learn more: https://www.protectedincome.org/leider/

Budgeting in personal finance refers to the process of creating a plan for how you will allocate your income to cover your expenses, save for the future, and meet your financial goals. It involves tracking […]

Financial planning is the process of setting and achieving personal or organizational financial goals by creating a comprehensive strategy to manage finances effectively. It involves evaluating one’s current financial situation, identifying objectives, and developing a […]

What Is a Beneficiary? A beneficiary is an individual or entity designated to receive benefits, assets, or rights from a particular source, such as a will, trust, life insurance policy, retirement account, or investment account. […]

Estate Plan: An estate plan is a comprehensive legal and financial strategy that outlines how a person’s assets and responsibilities will be managed and distributed during their lifetime and after their death. It involves creating […]

IRA: An IRA is an individual retirement account. It is a tax-advantaged investment account designed to help you save toward retirement. IRAs are one of the most effective ways to save and invest for the future. […]

What is an annuity? An annuity is a financial services product that provides a stream of payments to an individual in exchange for a lump sum payment or series of payments. There are 2 main […]