Financial Planning | RetirementGoat 2/3

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Welcome to our Blog! Here you will find a selection of handpicked articles and original posts that can help you think about how you want to plan your retirement. You can use the filters below to switch between original 'Posts' and 'Articles' from various categories about all things retirement!

What Is Dividend Yield? Why Is It Important?

What Is Dividend Yield? Why Is It Important?

What Is Dividend Yield? Why Is It Important?

Good introduction to Dividend Investing with an explanation on how they are calculated, why they are offered by companies and also, an...

Mar 1, 20231 min read

Yes, Financial Care is Self Care

Yes, Financial Care is Self Care

Yes, Financial Care is Self Care

This is a pretty unique approach from mindbodygreen looking at financial planning from a wellness perspective. It may not be right for...

Feb 26, 20231 min read

Annuities: The Pros and Cons

Annuities: The Pros and Cons

Annuities: The Pros and Cons

Annuities are one of the many forms of guaranteed income in retirement. this article from Entrepreneur summarizes some of the benefits...

Feb 25, 20231 min read

10 Questions to Ask Your Financial Planner

10 Questions to Ask Your Financial Planner

10 Questions to Ask Your Financial Planner

This is directly from the Certified Financial Planner website. Great questions that are foundational, but not comprehensive, in a...

Feb 23, 20231 min read

Estate Planning: 4 Strategies for Leaving Assets to Heirs

Estate Planning: 4 Strategies for Leaving Assets to Heirs

Estate Planning: 4 Strategies for Leaving Assets to Heirs

Here are a few different options to distribute assets to consider when estate planning. - RetirementGoat

Feb 19, 20231 min read

Retirement Planning for Women: Special Considerations

Retirement Planning for Women: Special Considerations

Retirement Planning for Women: Special Considerations

Lots of great, and varied, information here from Entrepreneur. Diffiaculty in writing an article like this is that personal situations...

Feb 19, 20231 min read

What is Your Plan B? Prepping for a money reset

What is Your Plan B? Prepping for a money reset

What is Your Plan B? Prepping for a money reset

Great short article from Reuters on being prepared financially. While most of us have a plan, this is one area where good financial...

Feb 18, 20231 min read

Top 4 Takeaways From My Past Decade of Investing Experience

Top 4 Takeaways From My Past Decade of Investing Experience

Top 4 Takeaways From My Past Decade of Investing Experience

I would suggest that this verges on "must read" territory. This is a two-part article from Seeking Alpha, with the first three learnings...

Feb 14, 20231 min read

Bonds Can Be Taxable or Tax-Free - Here's Your Guide

Bonds Can Be Taxable or Tax-Free - Here's Your Guide

Bonds Can Be Taxable or Tax-Free - Here's Your Guide

Quick Primer from Business Insider on the tax implications of personally investing in bonds. - RetirementGoat

Feb 8, 20231 min read

Growth vs Value: Two Approaches to Stock Investing

Growth vs Value: Two Approaches to Stock Investing

Growth vs Value: Two Approaches to Stock Investing

These are investment terms that are used often in financial articles. This article from TipRanks explains the differences, and...

Feb 7, 20231 min read

How to Create Your Retirement Glide Path

How to Create Your Retirement Glide Path

How to Create Your Retirement Glide Path

Some interesting thoughts, from nerdwallet, particularly on the idea of phased retirement and wellness into retirement in this short...

Feb 6, 20231 min read

How to Create a Retirement Income Plan Based on Cashflow

How to Create a Retirement Income Plan Based on Cashflow

How to Create a Retirement Income Plan Based on Cashflow

Really smart approach from Kiplinger, particularly for retirees with multiple sources of incomes, company pensions, government,...

Feb 2, 20231 min read

What to do when your term life insurance is ending?

What to do when your term life insurance is ending?

What to do when your term life insurance is ending?

This is a decision for many on when do you no longer need life insurance or how much? Good overview on some of the options and...

Jan 31, 20231 min read

Dividend Growth Stocks as a Driver of Retirement Strategy

Dividend Growth Stocks as a Driver of Retirement Strategy

Dividend Growth Stocks as a Driver of Retirement Strategy

In this article from The Street, dividend growth stocks are discussed as part of an investment strategy with some of the benefits as well...

Jan 30, 20231 min read

Retirement Benefits If You Live Outside the US

Retirement Benefits If You Live Outside the US

Retirement Benefits If You Live Outside the US

Anyone who lives outside the US, or their own home country, should be certain of the treatment of both income and assets whether they are...

Jan 23, 20231 min read

Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Some interesting things to consider when interviewing a financial advisor from Kiplinger. - RetirementGoat

Jan 22, 20231 min read

Annuitization vs Lifetime Withdrawls

Annuitization vs Lifetime Withdrawls

Annuitization vs Lifetime Withdrawls

Here is a pretty subtle difference for many of us that can have large impacts in a number of ways when considering a financial product...

Jan 20, 20231 min read

The 10 golden rules of investing

The 10 golden rules of investing

The 10 golden rules of investing

I think that all ten are pretty good rules (or rules of thumb at the very least). From Fortune, I would point to #8 as one that many of...

Jan 19, 20231 min read

How to Use the Legal Cloak of Invisibility to Protect Your Assets

How to Use the Legal Cloak of Invisibility to Protect Your Assets

How to Use the Legal Cloak of Invisibility to Protect Your Assets

A Kiplinger article written by a lawyer with a clear disclaimer that this is not intended to provide evasion strategies for legitimate...

Jan 13, 20231 min read

How many financial advisors should one have?

How many financial advisors should one have?

How many financial advisors should one have?

Initially, I thought that this was an easy question with a simple answer (usually one, and sometimes yourself). However, I know of...

Jan 11, 20231 min read

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