Random Roger's Retirement Planning

DECEMBER 20, 2023

Yet another piece from Yahoo Finance about the jackpot that Gen-X is in when it comes to being able to retire. The article started with a rehash of the latest numbers we mentioned the other day that Gen-X on aggregate expects to be $439,000 short of what they think they need, $661,000 versus $1.1 Someone said there is ageism.

Retirement 74

Retirement Retirement Planning Medical Planning 74

WiserAdvisor

FEBRUARY 21, 2023

is expected to have an astounding 80 million older people aged 65 and above by 2040. Some studies also show that by 2034, the number of older adults will outnumber children. This is a common way to target an individual’s retirement savings. This will comprise an estimated 21% of the entire country’s population.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Random Roger's Retirement Planning

SEPTEMBER 27, 2023

Once you've allocated risk correctly, more of a top down process, I would encourage focusing on the bottom line number of the portfolio first. If you have bonds that mature in 2035 or 2040, maybe they haven't done what you would have hoped for but in terms of figuring out what to do, you're in a bad spot. That's how it works.

Portfolio 75

Portfolio Clients Accounting Numbers 75

WiserAdvisor

MAY 3, 2023

The numbers can differ for different states based on the cost of living and healthcare. Consider buying disability insurance According to the Social Security Administration, about one in four 20-year-olds will become disabled before reaching retirement age. Carefully plan for retirement Your health can impact your retirement plans.

Financial Planning 52

Financial Planning Planning Medical Healthcare 52

Brown Advisory

JULY 23, 2019

Buffett has invested in companies that had retired 70% of their shares over time, so he likes the idea of companies buying shares at a discount to intrinsic value. will turn socialist in 2020, 2040 or 2060. Buffett places a very high value on this float but won’t give a number. Buffett does not think that the U.S.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett has invested in companies that had retired 70% of their shares over time, so he likes the idea of companies buying shares at a discount to intrinsic value. will turn socialist in 2020, 2040 or 2060. Buffett places a very high value on this float but won’t give a number. Buffett does not think that the U.S.

Insurance 52

Insurance Investing Investments Management 52