The Chicago Financial Planner
OCTOBER 21, 2021
According to Fidelity an average couple both aged 65 will spend $300,000 on medical costs in retirement. The estimate was $190,000 in their 2005 survey. This is a significant amount even for retirees with a retirement nest egg in excess of $1 million. High deductible health insurance plans . Click To Tweet.
NAIFA Advisor Today
FEBRUARY 6, 2025
He was President and Director of the Society of FSP Central Indiana Chapter from 2002 through 2005. He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.
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NAIFA Advisor Today
JANUARY 28, 2025
Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.
NAIFA Advisor Today
DECEMBER 20, 2023
Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.
Random Roger's Retirement Planning
SEPTEMBER 30, 2024
Eddy Elfenbein and Cullen Roche came a long shortly after me, sometime in 2005 I believe and Tadas Viskanta from Abnormal Returns also started in 2005. I started to contribute posts to them in 2005, the first article there was about TIPS ETFs. The first one was writing for TheStreet.com from 2005 to early 2014.
Getting Your Financial Ducks In A Row
OCTOBER 17, 2022
Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers).
Random Roger's Retirement Planning
SEPTEMBER 9, 2022
I've owned NEE for clients since 2004 or 2005 when it was still FPL Group which stood for Florida Power & Light. Of course there's a story there that becomes pretty apparent once you look under the hood which is that XLU's largest holding is Next Era Energy (NEE). Here's the above chart with NEE added in.
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