Top Trending LinkedIn Posts about retirement planning

The pros and cons of maxing out 401(k) contributions, from the ability to take a more flexible approach to tax planning to the

The TCJA's impending expiration raises the importance of planning for clients who will potentially be impacted, which, given the law's broad scope, could

The importance of life assurance, a pension fund and a lasting power of attorney

Nobody likes to think about catastrophe scenarios such as death,

"Imagine entering retirement with the confidence to spend $10,000 a month. How? Let's go on a journey of understanding together."

Our conversations begin with

These are no doubt the 2 biggest risks to your wealth and retirement income.


Taxes and health care costs.

Nothing

Stop Uncle Sam from raiding your retirement

Executing a Roth IRA conversion isn't just about saving on taxes

It's about smart, long-term planning.


When Linda

𝗠𝗶𝗹𝗹𝗲𝗻𝗻𝗶𝗮𝗹 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗖𝗼𝘂𝗻𝘀𝗲𝗹𝘀: the next 10-15 years will be different for your financial planning than for the Boomers.

Here's why...

I used to think financial planning was all about numbers and future goals.

But over the years, my perspective has shifted.

Make today meaningful while building a secure tomorrow.

I talk a lot about retirement planning, but I do not want people to think that

$2M saved and confused.

—> Worked hard all your life
—> You’ve invested well
—> Kids are grown up

But what’s next? How do you make it

60% of high-earning 40-year-olds face a brutal retirement reality (Are you one of them?)

A "nasty shock" awaits because

the retirement life you are

Over 7 months, my client paid me $7,000 in fees.

My team devised a strategy that saved him $300,000 in taxes.

𝗬𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗴𝗼𝗮𝗹𝘀 𝗱𝗲𝘀𝗲𝗿𝘃𝗲 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘄𝗶𝘀𝗵𝗳𝘂𝗹 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴.

We all have financial dreams — buying a home, traveling the world, or maybe retiring early.

Think your retirement budget is just your current expenses with a 'retired' label slapped on?

Think again.

Retirement: a word that paints pictures of leisure,

"Life Is a Buffet—And So Are Your Finances!"

When you go to a buffet with hundreds of options, you can fill your plate with

𝐋𝐢𝐟𝐞 𝐦𝐨𝐯𝐞𝐬 𝐟𝐚𝐬𝐭, 𝐝𝐨𝐞𝐬𝐧’𝐭 𝐢𝐭?

As former VP of Finance, I’ve seen firsthand how the urgent can easily overshadow the important.

Busy professionals often have

Whether you’re playing golf or planning for retirement, it’s important to study the course. With so many options, learning about a range of

What is an "income glide path," and why is it crucial for your retirement plan?

Here I discuss a "static income glide path".

Why

Tax season might feel far away, but the truth is, it’s always around the corner, and proper planning can make all the difference.

Balancing

2 burritos = $20 🤯




My wife and I love to have burritos every now and then for dinner after the kids go down.

I

Planning for Post-Sale Income Needs

When planning to sell your business, consider how it will fund your retirement.

Factor in costs

Retirement planning is a waste of time.
 
You'll probably die before you retire anyway.
 
So why waste your time saving money you'd rather splurge on

Retirement planning is a waste of time.
 
You'll probably die before you retire anyway.
 
So why waste your time saving money you'd rather splurge on

3 Mistakes You Should Avoid in Estate Planning 🚨

Estate planning is not just for millionaires or retirees.

If you’re

Who says you have to wait until retirement to really start living?

Life’s way too good to just hit pause and wait for the

The 4% rule suggests that in retirement, you can withdraw 4% of your savings annually without running out of money for 30 years.

"𝐉𝐚𝐬, 𝐡𝐨𝐰 𝐦𝐮𝐜𝐡 𝐝𝐨 𝐈 𝐧𝐞𝐞𝐝 𝐟𝐨𝐫 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭?" 💰

This is the holy grail question.

This was asked by my client Ms. Jane (Pseudonym)

Retirement planning can be harder too with corporate landlord inflation cost increases vs a fixed rate mortgage.

Why now could be a good time for clients nearing and in retirement to trim their equity allocations (perhaps as part of a

Retirement Planning Alert: Are you making this costly mistake?

Don't do this when converting your Roth IRA.

Many people either under-convert