Financial Planning | RetirementGoat 3/3

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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!

Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

A clear and quick overview from yahoo!life of some of the advantages/disadvantages of naming a bank (that may apply to other...

Jan 10, 20231 min read

The Financial "Workout" That Will Make You Money in the New Year

The Financial "Workout" That Will Make You Money in the New Year

The Financial "Workout" That Will Make You Money in the New Year

A pretty light take on financial approaches from Road & Track, of all places. A couple of possible take-aways for some of us who may see...

Jan 10, 20231 min read

I saved over $1 Million for retirement by age 48

I saved over $1 Million for retirement by age 48

I saved over $1 Million for retirement by age 48

Some have saved more, earlier, for retirement, but most of us haven't. Here are some good points on the author's approach to saving from...

Jan 8, 20231 min read

When Your Parents Haven't Saved for Their Own Retirement

When Your Parents Haven't Saved for Their Own Retirement

When Your Parents Haven't Saved for Their Own Retirement

This is a very common issue and a frightening one for those of us who have always been focused on our own retirement planning and taking...

Jan 5, 20231 min read

7 reasons why you should consider meeting with a financial planner

7 reasons why you should consider meeting with a financial planner

7 reasons why you should consider meeting with a financial planner

Some simply stated reasons, from Business Insider, why you might consider meeting with a financial planner as well as a few solid...

Jan 5, 20231 min read

Investing Mistakes During a Recession

Investing Mistakes During a Recession

Investing Mistakes During a Recession

Some solid, common-sense advice from Entrepreneur. - RetirementGoat

Jan 2, 20231 min read

12 Tips for Making Your Retirement Savings Last

12 Tips for Making Your Retirement Savings Last

12 Tips for Making Your Retirement Savings Last

No huge surprises but lots of common sense here and maybe one or two new points. I particularly like the advice to monitor your account...

Dec 30, 20221 min read

How Much Money Do You Need to Feel Wealthy?

How Much Money Do You Need to Feel Wealthy?

How Much Money Do You Need to Feel Wealthy?

Interesting article with some surveys and research cited. One of the things that I found interesting is that the definition of "wealthy"...

Dec 26, 20221 min read

Shark Tank Kevin O'Leary's Investment Advice to Combat Inflation

Shark Tank Kevin O'Leary's Investment Advice to Combat Inflation

Shark Tank Kevin O'Leary's Investment Advice to Combat Inflation

Some common sense advice from Kevin O'Leary about selecting investments that may be less volatile during a high-inflation period in the...

Dec 24, 20221 min read

Can You Take "It" With You? Reflections on Life Planning

Can You Take "It" With You? Reflections on Life Planning

Can You Take "It" With You? Reflections on Life Planning

This is a worthwhile read from Psychology Today on how materialism affects our life planning, and, in turn, our happiness. - RetirementGoat

Dec 23, 20221 min read

4 Best Long-Term Investments

4 Best Long-Term Investments

4 Best Long-Term Investments

Warning: no hot tips here! However, there is a some good information and comparisons between types of investments which many experienced...

Dec 22, 20221 min read

How to Financially Coexist with Boomerang Kids

How to Financially Coexist with Boomerang Kids

How to Financially Coexist with Boomerang Kids

There are a variety of reasons kids return home to live with their parents, many are legitimate, and often welcome. However, all parents...

Dec 21, 20221 min read

4 Steps to Take if You Lose Your Job Near Retirement

4 Steps to Take if You Lose Your Job Near Retirement

4 Steps to Take if You Lose Your Job Near Retirement

There are a few truly bracing studies out on the high percentage of workers, at all levels, who are terminated within ten years of...

Dec 21, 20221 min read

Should You Consider Preferred Shares?

Should You Consider Preferred Shares?

Should You Consider Preferred Shares?

Preferred Shares are well-known to investment professionals and share some characteristics of common shares and some characteristics of...

Nov 28, 20221 min read

5 Steps to Help Clients Stay on Track for Retirement

5 Steps to Help Clients Stay on Track for Retirement

5 Steps to Help Clients Stay on Track for Retirement

Here is an article in US News for Financial Advisors but with key take-aways relevant to all retirement savers. - RetirementGoat

Nov 27, 20221 min read

How Long $1 Million Will Last in Retirement in Every State

How Long $1 Million Will Last in Retirement in Every State

How Long $1 Million Will Last in Retirement in Every State

Clearly lots of variation and lifestyle and financial what-ifs involved, but this article provides some interesting comparisons of...

Nov 27, 20221 min read

How Much Will You Get From Social Security?

How Much Will You Get From Social Security?

How Much Will You Get From Social Security?

Another great article from the Motley Fool. Very simple guidance on how US Social Security benefits are determined. - RetirementGoat

Nov 27, 20221 min read

Why It's Time to Rethink Common Retirement Advice

Why It's Time to Rethink Common Retirement Advice

Why It's Time to Rethink Common Retirement Advice

Really good straight-forward article from The Motley Fool which has been a great investment site noted for their contrarian views on...

Nov 26, 20221 min read

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