Enjoying Retirement
It’s time to enjoy the fruits of your labor. This means more free time with friends, family and hobbies. But don’t cancel plans to meet with your CFP® professional. Keep checking in to tie up loose ends and see if your financial plan is running smoothly.
Is Working With a Financial Planner One of Your New Year's Resolutions? Find Out How A CFP® Professional Can Help You
What better time than the start of a new year to craft your financial future. Working with a CFP® professional provides direction in several areas of personal finance, including budgeting, investments, insurance and tax planning.
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It’s important to note that when tax-loss harvesting, the replacement investments have a lower basis and, if sold, will recognize the gain deferred from the sale when first harvesting the loss. That said, a good strategy may be to hold these positions in one’s portfolio for as long as possible and consider it a core holding, held long-term.
Recent events have accelerated discussion around estate planning and end-of-life preferences. But we don’t need to wait for a world event to review our estate plans – personal life events matter, too.
This rule suggests that retirees can withdraw 4% of their retirement savings every year for the duration of their retirement. However, as economic landscapes and life expectancies evolve, the original 4% rule is increasingly being considered outdated and in need of a revamp.
The beginning of the holiday season is a great time to sit down with a financial advisor to go over your spending and finances. Having someone organize your finances and then make appropriate recommendations will enable you to be smarter and more efficient with your money.
A CFP® professional can help you budget for your retiree bucket list. As you plan your retirement activities, it is worth considering that your Go-Go years are the time when you’ll have the most energy and resources to finish bucket list items.
Financial apps and automated services are everywhere these days, promising to make life easier and help you make financial decisions. Here are some of the best electronic financial tools for retirees and how you should use them — as well as what’s best left to your human advisor.
Medicare is a valuable source of health insurance for people 65 and older, and for some younger adults with permanent disabilities.
CFP® professionals share their thoughts on what they wish consumers knew about planning for retirement.
A CFP® professional can you help you prepare for retirement and protect your financial plan through economic volatility.
Work with a CFP® professional to build your savings, pay off debt and optimize your finances to recession-proof your retirement income plan.