Citrus Heights CA Retirement Planning

Knowledgeable retirement planners in the Citrus Heights CA area specializing in Business Continuation Planning, Asset Protection Strategies, Financial Planning For Doctors, 401k Rollovers, Retirement Plans For Businesses, and Estate and Legacy Planning

Early Retirement: 37 Tips, Tricks & Hacks for Reaching your Goal

Early retirement is a dream for many Americans, but one that few are sure they’ll be able to reach. About half of Americans retire early — between the ages of 61 and 65. That’s a full five to s

The Best Retirement Investments to Achieve Your Retirement Goals

The best retirement investments depend entirely on you and your goals. Don’t dive into anything or let anyone tell you how to invest unless they understand how much money you have and what your goa

12 Tips for a Healthy Retirement and Making the Most of Medicare

Medicare is a hugely popular program, providing health coverage to the vast majority of Americans over 65. Here are a few tricks for taking care of your health and making the most of Medicare… 1. U

Podcast: Todd Tresidder — The Leverage Equation — Maximize Your Money & Time

Episode 26 of the NewRetirement podcast is an interview with Todd Tresidder who is an author, former hedge fund manager and founder of FinancialMentor through which he provides tools, courses and coa

Do You Even Have What it Takes? 8 Skills You Need for a Fantastically Happy Best Retirement

Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you

3 Bad Financial Decisions That Helped Me Retire Sooner

We tend to judge our decisions by outcomes. In her book Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts, Annie Duke points out the faulty logic of thinking this way. We

Why Is Investing So Difficult?

We write about many topics on this blog. One consistently popular topic is investing. It’s honestly hard for me to wrap my head around why our investing posts are so popular. Darrow annually publis

Budgeting or Expense Tracking: How Much is Enough?

One day in 1991, a package arrived at my doorstep. Inside were thick paperback user manuals, and a shrink-wrapped bundle of floppy disks. I carefully sliced open the shrink wrap and inserted the firs

April 2019 Best of the Web

Spring is a time of new beginnings. If you’ve been putting off planning retirement, we’ve got a great collection of articles from around the web this month to get you back on track. This month’

How to Apply for Social Security: Easy Steps to the Right Decisions

How to apply for Social Security is very straightforward.  In fact, applying is perhaps too easy for such a very important decision.  The more important and complicated question is: When to apply?

Podcast: Mark Miller — Key Considerations as You Approach Retirement

Episode 25 of the NewRetirement podcast is an interview with Mark Miller, a long time journalist, editor and founder of Retirement Revised. Mark is the former editor of the Sunday edition of the Chic

Passive Income Ideas to Boost Your Retirement Income

Passive income streams are income sources that you benefit from without too much effort — the money just flows in. Create passive income streams and just enjoy retirement… Passive income streams

The Truth About Home Ownership and Reverse Mortgages

In following up with consumers who have visited NewRetirement’s Reverse Mortgage Calculator, it seems that an alarming number of people have a mistaken impression about who owns the home after a Re

11 Ideas for Living on Social Security Alone

Living on Social Security alone is not only possible, many retirees already accomplish that very feat every year. And, while the lifestyle associated with a Social Security income isn’t exactly lux

Choose FI: Your Blueprint to Financial Independence

My last day of work as a physical therapist was Friday, December 1, 2017. The following Monday I sat down to begin work on a book that I’ve felt the need to write for years. For the past 17 months,

Staying Strong in Retirement

Retirement planning exposes some cruel ironies of life. Most young people have an abundance of time and health in their school/training years, but little money to take advantage of these non-financia

Reasons to Live: Finding Your Purpose after Retirement or Financial Independence

What, exactly, is the point of retirement? With all our focus on the mechanics of saving and investing, it’s easy to lose sight of the bigger picture. Is financial independence really your goal, or

March 2019 Best of the Web

It’s time for our monthly collection of the best articles from around the internet to help you save more, invest better and retire sooner. We start with a few articles about the advantages of inves

Order of Operations for Tax Advantaged Investing

U.S. tax laws are complex. Spending my time and energy thinking about complicated tax schemes ranks right up there with having dental work done. . . without novocaine. However, mistakes I made early

Staying Healthy and Mobile In Retirement

I’m passionate about helping people use their money to live a better life. I’ve written hundreds of blog posts and recently finished a book manuscript to these ends. But I have no formal training

Benefits Planner: Retirement | Social Security Administration

This Social Security web site explains how to decide when to retire.

Millennials May Opt out of ERISA Plans & Opt into Tax-Free Strategies for Retirement – Part 2 of 5

How can someone create their own retirement plan? When I say create your own retirement plan I mean making use of all the retirement options available to all people. It is time to depend on your own

Protecting Your Retirement Income from Taxes – Ed Slott, CPA Tax Advisor

A Roth IRA is an Individual Retirement savings Account best known for providing tax free earnings growth and tax free retirement distributions. Individuals can contribute up to $4000 a year ($5000 if

Max-Funded Life Insurance Break-Down | Tax-Free Retirement Series

Fitness, life insurance & safe money interact in more ways than one. Not only does fitness affect one’s ability to qualify for insurance coverage, that coverage can affect one’s financial fit

Personal Tax-Free Retirement Plans … The Best Kept Secret to Reaching Financial Independence 800-955-7898 Retirement Strategies: The Tax-Free Pension Alternative. Your Personal Tax-Free Retirement Plan is better than an IRA, 401(k) or 403(b) retirement plan. Yo

Investing Basics: Retirement

Many of us think about taking out a retirement plan as a way of meeting our retirement goals. This kind of retirement plan is in fact the most common used today, and many people are deciding to secur

Ed Slott IUL Tax Free Retirement

Did you know that permanent life insurance is considered the new qualified retirement plan? I didn’t either until I came across a revolutionary product. Let me share some facts about traditional qu

The Basics of Indexed Universal Life

Indexed Universal life insurance contracts differ from traditional whole life policies by specifically separating and identifying the mortality, expense, and cash value parts of a policy. Dividing th

Tony Robbins – Excessive fees are destroying your 401k savings

About Individual Retirement Savings Plan Also known as IRA, this is a saving plan that will help you save the desired money for your investment. This plan will also allow you to delay tax payment on

Annuities vs (IUL) Indexed Universal Life Insurance

People who are making retirement plans, especially those who are close to retirement, may wonder if a life insurance policy will provide any benefits that are worth the cost. As with any financial de

Tax Free Retirement Income — Part One of Five- Tax Advantaged Income Series II

Ok I know what you’re thinking, “Why do I need life insurance.” Most folks I meet with have a negative view of what was once a must have product in everyone’s portfolio. Unfortunately most ag


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