Posts Tagged ‘Retirement Planning’
What You Should Know About Leaving an Inheritance
Estate planning is just one piece of a comprehensive retirement plan but it’s an important one because you only get one opportunity to get it right. The problem is many individuals have very little experience with inheritances and often make mistakes when handing them down or receiving them. Let’s try to change that today by informing you about inheritances and the steps you need to take.
Read MorePlanning Your Road Trip Towards Retirement
Think back to your last road trip–what did you do to prepare? Chances are you didn’t suddenly jump in the car and then a few hours (or days) later simply arrive. Yet this is what some people think retirement looks like. Instead, you’ve got to plan ahead and know where you’re going and how you’ll get there.
Read MoreCan Financial Planning Be A DIY Job?
Wondering whether or not you really need a financial advisor or if you could just figure it out on your own? Why do people choose to approach financial planning like a DIY project, and why do some of those DIYers later change their mind?
Read MoreWishful Thinking In Retirement Planning
Is your head in the clouds when it comes to retirement? Here are three common phrases people say when it comes to retirement planning. Eric shares whether these mentalities are wishful thinking.
Read MoreDelayed Gratification In Retirement Planning
Sometimes, it’s hard to make financial sacrifices when the reward seems so far away. However, delayed gratification can be extremely beneficial when it comes to your finances. Eric talks about four situations when people may be tempted to choose instant gratification over a better long-term pay out.
Read MoreFinancial “Jerseys” and What They Say About Your Plan
On game day, it’s fun to wear your jersey and show some team spirit. What you might not realize are the three ways your financial planning process is similar to a jersey. Consider the names, numbers, and symbols on a jersey. How might they be similar to the names, numbers, and symbols on your financial statements?
Read MoreTechnology For Retirement Planning
There are all sorts of online tools out there for financial planning. We’ll talk about some of the various technologies and tools to choose from as you prepare for retirement.
Read More4 Things March Madness and Retirement Planning Have in Common
What does your March Madness bracket have to do with financial planning? More than you might think!
Read MoreWhy Retirement Planning Ain’t What It Used To Be
You’ve heard your parents discussing how difficult things used to be. We’ve all heard the adage about walking uphill both ways in the snow to get to school. However, reality suggests retirement planning actually used to be easier than it is today. Find out why.
Read MoreEpisode #26: Taking Care Of Family
Part of retirement planning includes taking care of family. After all, you’ll want to make sure your loved ones have what they need after you’re gone.
Read MoreEpisode #7: Financial Pop Quiz
Today’s Prep: Eric takes a multiple choice pop quiz about retirement planning. See how his answers stack up with your own. Equipping Points: 1:29 – At What Age Should…
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