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Your Retirement Planning Starter Pack

Carson Wealth

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. How much should I be saving?

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Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

Nerd's Eye View

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes.

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Retirement Planning Tips for Women

Talon Wealth

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. Suppose you significantly reduce your stock investments close to or after retirement.

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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

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Weekend Reading For Financial Planners (June 15-16)

Nerd's Eye View

Also in industry news this week: While an infusion of Private Equity (PE) capital has shaken up the RIA M&A market, the ultimate implications for advisors, their clients, and the PE firms themselves remain unclear A recent study has found that a significant portion of 'DIY' investors are open to working with a human advisor (and paying for the (..)

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5 Years of Spending in Retirement

A Wealth of Common Sense

Further Reading: Planning For Early Retirement 1As.

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Melted Rocks & Retirement Planning

Random Roger's Retirement Planning

At 50 though, you do need to have some context for how viable your idea of retirement is. My reasoning is as it has always been, my income is levered to the ups and downs of the stock market, I don't ever want to retire, we have been living below our means for ages and now all the more so having just paid off our mortgage.