Blog

November 4, 2022

Investing In Retirement

How to develop an investment strategy for retirement

October 25, 2022

Retirement Calculator: How much money do I need to retire?

Retirement Planning Book

September 26, 2022

New research shows the bucket strategy is better than previously thought.

Retirement planning: How to build your buckets

June 25, 2022

Tax-efficient Withdrawal Strategies

What is the most tax-efficient withdrawal strategy?

April 19, 2022

How To Enter Your Paycheck Into The Retirement Budget Calculator

Tax Estimator In The Retirement Budget Calculator

March 29, 2022

How Much Do I Need To Retire? The Ultimate Guide

How Much Do I Need To Retire?

March 17, 2022

How To Create A Free Retirement Budget

Create A Retirement Budget For Free

February 28, 2022

Getting Your Spouse On Board With Retirement Planning

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.

February 24, 2022

Your Financial Dashboard As You Prepare For Retirement

How To Create A Retirement Planning Dashboard

February 4, 2022

Buying Vs Leasing A New Car

Will you buy or lease your next car?

January 27, 2022

How To Create A Retirement Budget

While planning your retirement, you’ve probably asked yourself, “Will my money last for the rest of my life?”

January 15, 2022

Important Numbers To Update Every January

Important numbers to update in the retirement budget calculator every year.

September 17, 2021

Should you pay off your mortgage before retiring?

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.

August 27, 2021

Retirement Spending Calculator

Spending calculator for retirement

June 27, 2021

Asset allocation during retirement: Structuring your portfolio to meet your cash flow needs

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.

May 24, 2021

7 Popular Retirement Withdrawal Strategies

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.

March 23, 2021

What is your Financial Independence (FI) Number?

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.

February 13, 2021

Optimizing Medicare Spending in Retirement: 6 Tips for people age 63 and up

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.

January 20, 2021

The top four questions to ask before taking Social Security

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.

December 23, 2020

Buckets of money: An investment strategy for retirement planning

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.

December 13, 2020

7 Budget Categories When Planning For Retirement

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.

December 2, 2020

Late start to retirement saving? 5 tips to make your retirement budget work

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.

November 5, 2020

Easy Retirement Calculator with Great Visuals

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.

November 4, 2020

5 budget changes to expect when you downsize in retirement

Downsizing homes is one way to cut expenses and grow your nest egg in retirement. But downsizing can lead to some unexpected budget changes.

October 2, 2020

Simplify retirement planning with personalized retirement calculator charts

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.

September 24, 2020

Retirement Calculator - When Can I 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.

September 14, 2020

Thank You

Retirement Budget Calculator Dashboard

September 9, 2020

Retirement Benchmarks

Retirement Benchmarks

July 31, 2020

The Ultimate Retirement Calculator

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