Category Archives: Retirement Asset Planning

Why Aren’t You Retired?

Why Aren’t You Retired?

While you may be financially prepared to retire, your ability to successfully transition from the workplace to retirement will be dependent upon planning for three important nonfinancial factors.

Do You Have Enough After-Tax Income to Retire?

Do You Have Enough After-Tax Income to Retire?

I recently did a Google search, “How much do I need to retire?” This is obviously a popular query since it returned 19,600,000 results. After scrolling past the ads, I began clicking on the responses. Excluding retirement calculators, here’s a summary of the top five answers: Yahoo Answers – Best Answer: $750,000 Fidelity: Save at…

Volatility ETFs are Too Volatile

Volatility ETFs are Too Volatile

Investment in a volatility ETF is a market timing play that’s unsuitable as an investment strategy for most individuals planning for retirement or who are already retired.

6 Deficiencies of 401(k) Plans

6 Deficiencies of 401(k) Plans

There are six deficiencies of 401(k) plans compared to defined benefit pension plans that transfer the retirement accumulation and retirement income planning responsibilities from employers to employees.

Read Between the Retirement Survey Headlines

Read Between the Retirement Survey Headlines

I was recently looking at the results of one of the key word searches that I routinely perform, “retirement survey.” The first two, both of which are headlines of articles in widely-read publications, are as follows: Younger Americans are the Most Optimistic About Retirement, Study Shows Older Workers Feel on Track for Retirement. Are They?…

Sometimes You Don’t Know What You Don’t Know Until It’s Too Late

Sometimes You Don’t Know What You Don’t Know Until It’s Too Late

I recently came across the following comment by a reader of an article in an online publication discussing planning strategies that you can use to help you determine if you’re ready to retire: These points are fine. But I’m retired, and I know plenty (of) other retirees. Retirement planning is not all that difficult. Control…

Do You Want to RAP or Do You Prefer to RIP?

Do You Want to RAP or Do You Prefer to RIP?

Retirement planning is a time-sensitive and arduous task that requires a high level of discipline and commitment over the duration of one’s adult years, not to mention specialized expertise.

I Paid for My Dad’s Funeral

I Paid for My Dad’s Funeral

When we make financial decisions, we often don’t think about the long-term effects – good and bad – they will have on other people.

Don’t Plan to Squeak By Into Retirement

Don’t Plan to Squeak By Into Retirement

Let’s face it. We’re a “just in time” society. With busy lives, we do a lot of things at the last minute. But we can’t apply that thinking to retirement income.

What is a Retirement Income Planner?

What is a Retirement Income Planner?

A retirement income planner helps design a plan for a predictable income stream from one’s assets to meet financial needs for the duration of retirement.

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Advisory services offered through Retirement Income Center, a Registered Investment Advisor

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