Social Media Ideas for Retirement Planning

Retirement planning at 50: How a Rs 1.3 crore bond portfolio can generate nearly Rs 1 lakh a month

Financial experts say retirement planning should focus on purpose-driven portfolios rather than arbitrary corpus targets. A balanced mix of liquidity, fixed income and equities can...

Early Retirement Planning: The 50-Year Puzzle

In Zindagi Na Milegi Dobara, the protagonist Arjun had a number. We wanted to hit the target corpus by 40, retire, and finally start living. It’s one of the most seductive ideas Bo...

‘I’m easing into retirement’: I’m getting an $80,000 pension payout. Where can I invest it safely?

“I expect to have several years before I take distributions from my 401(k) account.”

Retirement is a long game: What 43 years of saving taught me

We spend our careers measuring income, assets and rates of return, but the return that matters most is what all those years of discipline allow you to do.

19 Lessons You’ll Learn When You Build Your Retirement Plan

The best plans go far beyond just when you can retire.

Why Working With Retirement Planners Can Improve Your Retirement Strategy

Retirement planning is one of the most important financial decisions you can make. While saving regularly is an essential part of preparing for the future, a successful retirement...

Your retirement corpus

There is no one-size-fits-all retirement corpus. Learn how to estimate yours based on expenses, inflation, lifestyle and the 4 per cent withdrawal rule.

What to Do With Your 401(k) If Retirement Is 3 Years Away

It's time to give your savings a close look.

Your Free Playbook to Retirement Income Planning

Save, invest, prosper with My Own Advisor. Your Free Playbook to Retirement Income Planning There’s a lot to think about when it comes to achieving your retirement goals. I know. I...

The Death of Traditional Retirement

Retirement Was Never Supposed to Feel This Urgent. But Here We Are. Our parents had a version of retirement that mostly worked. You joined a company young, stayed long enough, buil...

Retirement and Business Succession Planning for Registered Investment Advisors

Many investment advisor firm owners spend decades building trusted client relationships but wait too long to develop a formal succession strategy. Planning what happens in case of...

Planning for Retirement? Start at the End (and Work Backwards)

“What do you want your retirement to look like?” Most people pause when I ask that. Then they give vague answers: I want to travel more” or “spend time with the grandkids.” Nice id...

What Will You Do in Retirement? Your Money Depends on It.

Workers often focus solely on their retirement savings balance. But figuring out how you want to spend the rest of your life could be job No. 1.

Your Retirement Plan Has a Blind Spot (Part 1)

We plan for inflation, longevity, and market crashes. We rarely plan for our own decline. For the last five years, I have spent a significant amount of time thinking about retireme...

Planning to Retire in 2027? 3 Things to Do Right Now.

Take these three steps now to make your transition into retirement nice and smooth.

How to Know If You Have Enough to Retire in 2028 -- a Simple Framework

If you're thinking about retiring in 2028, here's exactly what you need to do.

Non-Financial Retirement Planning: 10 Investments Worth Making

Non-financial retirement planning covers what a portfolio can't: time, health, purpose, and the people you love. Here are 10 places to start. The post Non-Financial Retirement Plan...

Your Retirement Playbook

Whether it's maximizing your CPP, deciding between an RRSP and TFSA, or unlocking the value of your home, these expert insights can help you make smarter financial decisions for th...

The plan every Indian family needs

Here is a simple financial planning roadmap for Indian families, from your 20s to your 60s, covering SIPs, insurance, debt, retirement and more..

Retirement corpus: ₹3.75 crore or ₹4.62 crore -- How much do you need for your golden years in India?

Retirement planning in India often starts with estimating how much money is needed to generate a steady income after leaving the workforce. While the 4% withdrawal rule suggests a...

Retiring soon and in the top slab. Switch to direct or wait?

Retiring in four years and in the highest tax slab? For debt funds, waiting to switch from regular to direct plans after retirement may reduce your tax bill.

Professional guidance for financial plans

How a middle-aged couple with two kids planned for their retirement and their children’s education and sought help to evaluate and achieve their goals

74% of Americans with an advisor feel ready to retire — here's the boring 3-step plan that starts there

Government-sponsored retirement programs

With retirement planning, people often ask, “Which investment gives the highest return?” In reality, the true value of a retirement program extends far beyond dividends, interest r...