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6 Last-Minute Retirement Planning Strategies

(TNS)—Are you facing imminent retirement with nothing but Social Security and pocket change for your so-called “golden years”? It may not be too late for you to catch-up on.....»»

Category: realestateSource: rismediaJul 15th, 2019

How to invest for a long retirement

Living longer challenges traditional strategies for retirement planning......»»

Category: topSource: moneycentralOct 25th, 2019

New retirees: Don"t overlook this tax-planning sweet spot

After full-time work ends and before required minimum distributions from retirement accounts begin, you can often use strategies to minimize the taxes you pay on your assets......»»

Category: topSource: moneycentralAug 17th, 2018

Retirement Strategies: Ready To Invest In An Energy Play And A Discussion On Retirement Planning - Ensuring A Smooth Transition

Retirement Strategies: Ready To Invest In An Energy Play And A Discussion On Retirement Planning - Ensuring A Smooth Transition.....»»

Category: topSource: seekingalphaSep 7th, 2018

Forget Your Real Age, Plan Your Retirement Around Your "Biological Age"

Measuring so-called “biological age” could have a dramatic impact on retirement planning strategies, and on public policy. Here’s what you need to know......»»

Category: topSource: barronsJan 28th, 2019

5 things I do every month in my 30s to retire a millionaire by 50

When I was in my 20s, I didn't take planning for retirement seriously, but now I'm on track to be able to retire early and be well off when I do. The offers and details on.....»»

Category: topSource: businessinsiderApr 18th, 2024

Retirement Planning: Here’s How Much To Have Saved at 40

Imagine yourself on a pristine beach, basking in the sun, finally free from the daily grind. Now, picture that dream scenario interrupted by the nagging worry of “how am I going to afford this?” We all look fo.....»»

Category: smallbizSource: nytApr 13th, 2024

Family-owned business: Careful planning helps family businesses pick new leaders — Table of Experts

Many small, family-owned businesses, historically the backbone of Western New York’s economy, are approaching a generational shift in leadership as baby boomers arrive at retirement age. All eyes are on the next-in-line. They have the benef.....»»

Category: topSource: bizjournalsApr 12th, 2024

Retirement Weekly: News and analysis for those planning for or living in retirement

Retirement news and analysis.....»»

Category: topSource: marketwatchMay 7th, 2021

OneDigital acquires Atlanta firm, adds $2.3B in assets

The retirement and wealth planning company continues to build its assets under advisement and extend its reach into lucrative markets......»»

Category: topSource: bizjournalsMay 7th, 2021

Retirement Planning Group Buys Cerner Corp, AT&T Inc, Johnson & Johnson, Sells iShares ...

Related Stocks: CERN, PG, JPM, T, JNJ, TIP, EMB, TSLA, CL,.....»»

Category: personnelSource: nytApr 26th, 2021

Retirement Weekly: At career’s end, maybe we should embrace anti-retirement

Retirement planning should be replaced with longevity planning.....»»

Category: topSource: marketwatchApr 24th, 2021

Fisher Investments Says Age Isn"t Everything in Retirement Planning

The right asset allocation is crucial for reaching long-t.....»»

Category: personnelSource: nytApr 14th, 2021

Financial management firm to expand Oakwood offices, add new wealth advisors

The 10-person firm specializes in wealth management, retirement and estate planning, portfolio management, executive benefit plans, stock options, pension analysis and life insurance analysis......»»

Category: topSource: bizjournalsMar 23rd, 2021

Part II of IV: Women and Financial Planning

Feeling behind in retirement savings and planning? A conversation with two Johnson Financial Group advisors Q4 2020 hedge fund letters, conferences and more This article continues a four-part conversation with Johnson Financial Group ad.....»»

Category: blogSource: valuewalkMar 12th, 2021

6 safer, expert-backed vacation ideas during the pandemic, whether you"re taking a last-minute spring break trip or planning ahead for summer

If you're seeking a safe vacation during COVID, we rounded up every option we've covered for closer-to-home trip ideas based on expert advice. If you buy through our links, we may earn money from affiliate partners. Learn more. iStock; Alyssa Pow.....»»

Category: worldSource: nytMar 11th, 2021

Personal Finance Daily: Last-minute strategies for lowering your 2020 business tax bill and majority of jobless Americans chose going back to work over receiving the extra $600 unemployment benefit

Thursday’s top personal finance stories.....»»

Category: topSource: marketwatchFeb 11th, 2021

Tax Guy: Last-minute strategies for lowering your 2020 business tax bill

It’s not too late to cut last year’s tax bill......»»

Category: topSource: marketwatchFeb 11th, 2021

NerdWallet: Pandemic savings setbacks? Here’s how to rebuild your retirement

Many Americans have been leaning on their retirement accounts to help make ends meet. If this is you, consider using these strategies to help you recover......»»

Category: topSource: marketwatchFeb 5th, 2021

Creative Planning"s biggest acquisition yet adds $6B in assets

Creative Planning acquired $6 billion in retirement assets from Iron Financial, more than the firm added though acquisitions in all of 2020......»»

Category: topSource: bizjournalsFeb 4th, 2021

Outside the Box: Think saving for retirement is hard? Try spending it

3 strategies to determine how much you can safely spend in retirement.....»»

Category: topSource: marketwatchJan 27th, 2021