How to develop an investment strategy for retirement
Retirement Planning Book
Retirement planning: How to build your buckets
The Best Retirement Planning Calculator
What is the most tax-efficient withdrawal strategy?
Tax Estimator In The Retirement Budget Calculator
How Much Do I Need To Retire?
Retirement Spending Calculator
Create A Retirement Budget For Free
In many marriages, one spouse will often take the lead in handling the couple’s financial tasks, including retirement planning, while the other is happy to let the finance person handle all the details.
How To Create A Retirement Planning Dashboard
Will you buy or lease your next car?
While planning your retirement, you’ve probably asked yourself, “Will my money last for the rest of my life?”
Important numbers to update in the retirement budget calculator every year.
Deciding whether to pay off your mortgage is a critical financial planning decision, especially for those with limited savings. Paying off the mortgage offers improved cash-flow and peace of mind, but the financial costs may be too high for some retirees.
Spending calculator for retirement
Asset allocation is one key to creating a cash flow strategy that works in retirement. But the cash flow strategy that worked during the wealth accumulation years may not work for a retiree. Retirees should take some time to re-evaluate their asset allocation, and make sure that it fits with their distribution strategy.
Retirees typically want to spent their retirement years with the people they love without worrying about their money. These popular portfolio withdrawal strategies are designed to help retirees fund their retirement without fear of running out of money.
Financial independence means you have enough money to cover all your expenses without working again. We share how to calculate your personal financial independence number, so you can see whether you're on track to achieve financial independence before retirement.
Healthcare costs are a non-negotiable line item in your retirement budget, but understanding how Medicare works can help you optimize your spending. This article covers six tips for keeping healthcare spending costs low while keeping quality high.
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