Pete the Planner: Doing what’s right isn’t always popular when planning for retirement

Doing the right thing financially is hard. It's OK to acknowledge this from time to time, but don't talk yourself out continuing to do i.....»»

Category: topSource: usatodayNov 9th, 2018

Pete the Planner: What to do when your retirement money problem isn’t a financial one

A soon-to-be retiree with $2 million in assets and $400,000 in income is worried that he won't be able to afford to retire. Pete the Planner tries to help with suggestions about budgeting in retirement.         .....»»

Category: topSource: usatodayJul 20th, 2018

Retirement planning: 11 more ways to age your wealth gracefully and happily

Last year, I gave you my 11 most frequently offered tips on aging well. It was among my best-read columns. Since then, I’ve collected ot.....»»

Category: topSource: usatodayOct 7th, 2018

Pete the Planner: Long-term health care costs blow up couple's retirement planning

Most people should explore long-term care insurance, especially if they are concerned about their assets being diverted entirely to their medi.....»»

Category: topSource: usatodaySep 7th, 2018

Retirement tips: 8 ways to start your year-end financial planning now

Begin your planning while there’s still plenty of time to increase your retirement savings, lower your taxable income and avoid tax pen.....»»

Category: topSource: usatodayAug 29th, 2018

Retirement tips: 8 ways to to start your year-end financial planning now

Begin your planning while there’s still plenty of time to increase your retirement savings, lower your taxable income and avoid tax pen.....»»

Category: topSource: usatodayAug 29th, 2018

Do you have enough life insurance? Pete the Planner now thinks he needs more

Up until this week, I’ve enjoyed the peace of mind that comes with purchasing the right amount of life insurance to protect the financial interest.....»»

Category: topSource: usatodayAug 3rd, 2018

Pete the Planner: Retirement day here? Enacting your plan requires a bit more planning

A retirement finalization plan con.....»»

Category: topSource: usatodayJul 27th, 2018

Pete the Planner: Evolution of personal finance advice depends on people actually caring

The world of personal finance doesn't seem to have learned the lessons of the past 20 years. It may look as though Americans turned a corner but, in truth, we didn’t.      .....»»

Category: topSource: usatodayJun 29th, 2018

Pete the Planner: A critical look at Roth IRAs, a financial product I've used for 20 years

The Roth IRA is the best financial product that exists today. But Roth IRAs aren’t perfect, and today I’m choosing to lean into their imperfections......»»

Category: topSource: usatodayJun 8th, 2018

Pete the Planner: Student loan grace period? Ignore it and start financial journey right

As we are in the midst of college graduation season, there’s a large group of 22-year-olds out the.....»»

Category: topSource: usatodayJun 1st, 2018

Let’s get real about planning: What an average retirement costs

According to the latest data, “older households” — defined as those run by someone 65 and older — spend an average of $45,.....»»

Category: topSource: usatodayMay 31st, 2018

Retirement planning: How much should I contribute to an IRA — and how often?

IRAs are a great way to save for retirement. So, how do you maximize the benefits of an IRA? Here’s how much and how often to contribute to your.....»»

Category: topSource: usatodayMay 26th, 2018

Retirement planning: 15 reasons to start the process while still in your 20s

There are many reasons to start planning for retirement now while you’re young, healthy, and vibrant. Seniors are now healthier than they were even .....»»

Category: topSource: usatodayApr 21st, 2018

Pete the Planner: Health is a factor when doing the math on Social Security enrollment

The decision on when to take Social Security should be based on your health, your spouse’s health, income sources and asset levels, says Dunn. &.....»»

Category: topSource: usatodayApr 13th, 2018

4 factors to consider when deciding on stocks or bonds in retirement

Whether you’re a recent college grad, mid-career professional, or senior, deciding how much to put in stocks and bonds can .....»»

Category: topSource: usatodayNov 4th, 2018

3 tips to avoid running out of money in retirement

Here's a terrifying topic: running out of money in retirement. It’s commonplace, lasts years and is a scarier than any Halloween horr.....»»

Category: topSource: usatodayOct 28th, 2018

Here’s why more than 50% of millennials risk never being able to retire

Nearly 52 percent of millennials aren't contributing to retirement accounts, according to.....»»

Category: topSource: usatodayOct 26th, 2018

How today's low taxes can help nurture your retirement nest egg

A taxpayer who previously fell into the 15% tax bracket is now taxed at a 12% rate. Retirement investors can and should take advantage. Here&rsquo.....»»

Category: topSource: usatodayOct 21st, 2018

Here's how to decide who gets what after a breakup

Even though most of us aren’t playing in the same ballpark as Ariana Grande and Pete Davidson, how do you decide who keeps what after a breakup? Buzz60's Sean Dowling has more.     &.....»»

Category: topSource: usatodayOct 16th, 2018

Retirement savings: How to translate your nest egg into monthly income

If you’re having trouble translating your retirement savings into monthly income, do.....»»

Category: topSource: usatodayOct 10th, 2018