No retirement budget is complete without factoring in Social Security Income. But deciding when to take Social Security can be a challenge. These are the four questions to answer before filing for Social Security.
The bucketing strategy divides a retirement portfolio into different risk segments called buckets. Retirees can use their cash bucket to cover their day-to-day budget needs. The remainder can be invested in riskier assets to promote growth to cover a retiree's future needs.
Having a good budget will help you have more confidence as you prepare for retirement. Here is a list of the 7 primary categories when planning for retirement.
Getting a late start to retirement savings can make a comfortable retirement seem impossible. But people in their 40's, 50's and 60's can still take steps to make the retirement budget work.
Preparing to retire can cause worry and uncertainty. An easy to use retirement calculator with great visuals can help provide a better understanding of retirement readiness.
Downsizing homes is one way to cut expenses and grow your nest egg in retirement. But downsizing can lead to some unexpected budget changes.
The financial side of retirement planning can be a challenge. A retirement budget calculator with personalized charts can help you see whether you're on track to retire.
A retirement calculator can help people who are ages 55-64 keep a close eye on the numbers that matter the most as you are preparing for an early retirement.
Retirement Budget Calculator Dashboard
In this video we explain why retirement is all about cash-flow and how you can use the retirement budget calculator to create a retirement plan that will give you more confidence as you prepare for retirement