The Motley Fool

DECEMBER 24, 2023

More people are delaying retirement or reentering the workforce right now, and anyone who's thinking about retiring soon should understand this new development before making a big decision. Macroeconomic conditions have affected some key retirement risks, making things more difficult for a lot of seniors.

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The Big Picture

APRIL 13, 2023

Some encouraging news about people saving for retirement: A study by Vanguard Group found that “Automatic enrollment and the rise of target-date funds” are having a substantial and positive impact on retirement savers, in particular, on Millennials and Generation Z investors. Clark and Kevin D.

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The Motley Fool

JULY 1, 2023

And she understands that carving out money for savings , whether it's for emergencies or retirement, isn't easy. An important goal to prioritize If you're only a modest wage earner, it's easy to see why you might struggle to sock a lot of money away each year for retirement. Now $45,000 isn't enough for most people to retire on.

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Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. This might be the time to consider an adjustment.

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Walkner Condon Financial Advisors

DECEMBER 13, 2022

Financial planning, done right, is a helping profession, and I couldn’t wait to help people. During the years I stayed home, I dutifully contributed the $6,000 per year to my spousal IRA, but that just doesn’t add up that fast, especially when compared to what my husband was accruing in his 401k account with an employer match.

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Sara Grillo

MARCH 8, 2024

Is that the advisor’s role, or should their role be talking to clients about what’s going on in their lives so that they could get a heads up on what the planning changes should be, changes to risk tolerance, et cetera. What tax do I pay when I retire? How do I retire from Procter and Gamble? Yeah, exactly.

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The Big Picture

DECEMBER 14, 2023

In my own personal portfolio I use a whole bunch of index mutual funds that happen to be available in those retirement plans and they do a great job. Most people who contribute to their IRA or their 401K don’t think about it in shares, they think about it in dollars. Dave Nadig : Absolutely. for one share.

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Walkner Condon Financial Advisors

MARCH 16, 2023

As we are now within 30 days of the April 18 tax filing deadline (April 15 falls on a weekend and April 17 is a federal holiday), it is important to begin organizing your documents and creating a plan to file your taxes, if you have not done so already. It is important to review the 1099R to ensure that the rollover was coded correctly.

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The Motley Fool

JANUARY 10, 2024

When I say long haul, I own this in my retirement portfolio. Ricky Mulvey: So, I know you mentioned Teladoc's one that's in your retirement portfolio, but I'm thinking to Dane's question. Or maybe an exchange traded fund that you already own and stories can always change but that you plan on holding through 2024? What's a stock?

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Walkner Condon Financial Advisors

AUGUST 13, 2022

A 401(k) is a qualified retirement plan that is sponsored by an employer. It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals.

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The Motley Fool

AUGUST 16, 2023

They're planning to move forward aggressively on this shift in September and October. This is one where I own this in one of my retirement accounts. In my case, for example, this is something that I own in a retirement portfolio, I'm just going to let it run. Now, I think that really all goes to it.

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Walkner Condon Financial Advisors

OCTOBER 28, 2022

Roll It Into Your New Plan. Roll It Into an Individual Retirement Account (IRA). Leave Your 401(k) With Your Previous Employer’s Plan. In most cases with 401(k) plans, as long as you have a balance that is large enough, you are not forced to do anything. Move Your Old 401(k) to Your New Employer’s Plan.

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The Motley Fool

AUGUST 14, 2023

You went on to conclude, "Being retired young, each year is pretty vital. One thing I'm picking up from Mark's tweet is that not all of us who, "retire young" have necessarily hit the jackpot or sold our Internet company or our AI start-up to others for billions. Whereas 15 months ago, I thought I'd never be able to retire."

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Bell Investment Advisors

JUNE 16, 2022

Once your needs are covered, you’re ready to create your plan. But your plan needs to take into account other practical and not-so-practical considerations. For example, an estate planning goal of reducing your net worth may call for a lump-sum gift. Never mind the potential complexity if you have to request financial support.

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Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ll review: – How has the retirement landscape been affected by COVID-19? – How can advisors grow their retirement business in the current crisis? I’m super excited to welcome the team at Retirement Learning Center.

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The Motley Fool

JANUARY 25, 2024

Or maybe this whole plan is just another way of trying to time the market which often doesn't work out well. The one caveat to this is if you front load your 401K and you max it out before the end of the year, you may miss out on some of the match. Of course, that would only give you the average over the course of a year.

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The Motley Fool

APRIL 10, 2024

That as you say, if I want to go on a seven hour trip, I don't have to stop and plan my stops at a superchargers and hope there's no lineup and hope I can get in and out and under 40 minutes, it runs on gas. Money comes and goes, there's never a real savings and we'll be working until we die because we'll never have every other retirement.

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The Motley Fool

MAY 1, 2024

Robert Brokamp: Every investor had to start somewhere, whether it's a centibillionaire like Warren Buffett or just one of the thousands of Americans who retire everyday. Do you need to set up an account to invest for retirement? So you definitely want to leave the money in the IRA that you can leave alone until you reach retirement.

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The Motley Fool

FEBRUARY 3, 2024

We're thinking about that and planning for next month. So I'm not going to say the exact plan for next month's mailbag, but I am going to hype it up a little bit on this month's mailbag and say it will be something special, I hope, and if it is, that will be because you made a great suggestion. Next month, will be a little bit special.

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The Big Picture

FEBRUARY 27, 2023

Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing. The demographic question touches on a big issue: $6 trillion dollars in 650,000 (401k) retirement plans held by 10s of millions of Americans.

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The Motley Fool

JULY 15, 2023

Thinking year of retirement, investing, and other sundry delights, your best questions, our best answers. He's got that emergency fund already started and he's already starting to save for his retirement. There are some exceptions but mostly want to leave it alone for retirement. I will say our Fool 401K.

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Sara Grillo

MAY 10, 2024

One of my best clients who runs a business just hired another advisor to manage their 401k plan.” ” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning.

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The Motley Fool

SEPTEMBER 30, 2023

If I'm picking my own stocks, I don't want my future retirement riding on my abilities. A lot of reasons people have regular, old mutual funds is because that's what's in their 401K or that's within their 529 plan, so you stick with that. Alison Southwick: Bro, how do you think about ETFs in your portfolio?

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The Motley Fool

MARCH 25, 2024

If ASML relocates, the government has a cross-ministry plan. If you're saving for a trip or a down payment, Monarch connects your goal to your savings accounts and your spending habits, so, you know how much to save every month and the app's intuitive design makes it easy to use and plan for those goals. How about an estate plan?

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The Motley Fool

MARCH 5, 2024

You can picture a 21-year-old, Jason, cluelessly throwing money into his company pension plan with 100% match, let me tell you David Gardner: Awesome. I've been retired for 10 years now, worked for various companies. I'm not surprised you've been retired for a decade or so for somebody who got started that well and has saved so well.

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Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals. The “Boomer” mom focused on retirement and caretaking. She worked for 3M for 38 years, retiring in the healthcare division.

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The Motley Fool

MAY 7, 2024

It's not just that they made the accounting change, they're actually adjusting their incentive plan to better align with shareholder interest. She knows about as much as anyone about financial planning. The first I'm going to mention is the one I know the best, Garrett Planning Network started by Sheryl Garrett.

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

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Fortune Financial

APRIL 11, 2024

The reality for those with various employers is that untracked retirement savings might lead to missed financial growth opportunities and instability. Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement.

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Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. Stock options are a common form of compensation for employees, particularly in startup companies.

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Mr. Money Mustache

JULY 18, 2022

And if the following statement rings true to you, you may be suffering from this same hardship: “I think I’m close to having enough money to jump into early retirement, but not quite. Or to put it another way, her planned spending of $50k is only a 2.5% most of whom are already retired and currently having brunch without them?).

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Sara Grillo

AUGUST 25, 2023

Transform Retirement www.transformretirement.com Avg account size: Approx. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Services: Brava provides advice-only planning delivered through hourly, project-based, or ongoing engagements.

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Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Like many of my posts it sparked quite an outrage. Yeah, you have a short fall.

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The Motley Fool

MARCH 9, 2024

Wendy's plan to test surge pricing. Ricky Mulvey: Let's talk about the repurchase plan because that's grabbing some headlines for Zoom. Alison Southwick: Our first question comes from Jim, I have been contributing to my 403(b) plan every year with an employer match. AutoZone 's international growth. Zoom's board authorized $1.5

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Walkner Condon Financial Advisors

APRIL 27, 2023

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?” It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner.

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Sara Grillo

MAY 23, 2022

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. How do you start an advice-only financial planning firm?

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Walkner Condon Financial Advisors

APRIL 13, 2022

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner. Do nothing.

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