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

Playing Offense in Retirement

In a comment responding to my recent post about making better decisions in the face of uncertainty, a reader wrote: “Life is inherently risky. To try and compensate for every contingency is irratio

Paying It Forward — An Early Retiree Case Study

In our April Best of the Web post, I shared an interview with an early retiree who was a long time reader of Can I Retire Yet?. It was the most clicked on selection that month. This showed me the des

How to Save More Money for Retirement: 22 Smart and Easy Ways to Boost Savings Big!

You’ve probably heard a lot of advice about how to save more money for retirement. Everyone tells you that you really need to do it. And if you’re like a lot of people, you probably think that it

Divorce After 50: Don’t Let ‘Gray Divorce’ Ruin Your Retirement

Gray divorce — divorce after 50 — can really cramp your retirement lifestyle. When you say ‘I do,’ your personal finances may not be the first thing on your mind. But the truth is, couples wh

Planning for Long Term Care: An Important Part of Being Prepared for Retirement

Dementia. Stroke. Alzheimer’s disease. The prevalence of these health events is a big reason why you need to make planning for long term care an important part of your retirement plans. Will you n

Podcast: Brian Bollinger — Simply Safe Dividends

Episode 29 of the NewRetirement podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend investing and generating passive

How Much Umbrella Insurance Do You Need?

What does umbrella insurance cover, exactly? Do you really need it? And, if so, how much? I recently reviewed our umbrella insurance policy. I’ve carried it for years, but without really digging in

July 2019 Best of the Web

Each month we share the best resources we’ve found to help you save more, invest better, and retire sooner. Popular topics are building wealth, DIY investing, creating retirement income, managing r

How to Create a Reliable Retirement Budget: Plan for Evolving Spending

Your retirement budget determines how much you will really need to have saved for a secure retirement. It is very important to get this right. While accurately estimating your expenses for the rest o

What is Another Word for Retirement? There Has Got to Be Something Better!

I think we can all agree. We desperately need another word for retirement. Retirement is a word that we use to roughly define a period of life after work. But this word is imprecise at best and — a

Paying Off a Debt? First Celebrate then Do This…

Whether it is a credit card, car loan or the holy grail of all debts — your mortgage, paying off debt and eliminating monthly payments is a really big deal. When you pay off a debt, it is a huge op

Knock Out Worries About Running Out of Money!Give Your Retirement Plan the 1-2 Punch it Needs!

Believe me, you are not alone if you have nervously asked yourself, your spouse or even a financial advisor: “will my retirement savings last as long as I do?”  Concerns about running out of mon

10 Expected and Unexpected Ways to Use a Reverse Mortgage

From improving cashflow to curing loneliness or installing a whirlpool bathtub, there are unlimited ways that people can use a reverse mortgage to improve their lives in retirement. A reverse mortgag

Going Back to Work

Can I Retire Yet? It’s a profound question that many of us struggle with. After saving and planning for years or even decades, there is no easy answer. Many people stay in jobs and careers they ar

Taking a Sabbatical Leave: A Sneaky Way to Get an Early (Temporary) Retirement!

Early retirement is something most of us dream about.  But it is usually just that — a dream.  However, have you considered a sabbatical?  A sabbatical can be a meaningful and highly satisfying

Using Rental Properties to Create Retirement Income

A few months ago, I crossed paths with real estate investor G. Brian Davis who asked if he could write a guest post for Can I Retire Yet? Using rental real estate to create retirement income is a top

Building Your Retirement Getaway Home on the Cheap

Who doesn’t dream of having their own little getaway home? Maybe it’s a condo in a favorite city. Or a timeshare at a beach or ski resort. Or a cabin in the mountains. Owning a second home has lo

June 2019 Best of the Web

Each month we share the best resources we’ve found to help you save more, invest better, and retire sooner. Popular topics are building wealth, DIY investing, creating retirement income, managing r

Helping Aging Parents With Their Money

Many of us will have to care for aging parents at some point in time. For some, that will mean managing your parent’s finances as they deal with dementia or Alzheimer’s disease. For others, it ma

3 Reasons a Child Can Help You Retire Sooner (And 1 Big Reason Why You Shouldn’t)

Are raising a family and saving for early retirement compatible? Raising children costs money. There is no disputing it. A common narrative says having kids makes achieving a secure retirement diffic

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

[p1vc-video] 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

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

[p1vc-video] 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 y

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

[p1vc-video] 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

Personal Tax-Free Retirement Plans … The Best Kept Secret to Reaching Financial Independence

[p1vc-video] 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) retire

Investing Basics: Retirement

[p1vc-video] 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 deci

Ed Slott IUL Tax Free Retirement

[p1vc-video] 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 t

The Basics of Indexed Universal Life

[p1vc-video] 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

Tony Robbins – Excessive fees are destroying your 401k savings

[p1vc-video] 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 ta

Annuities vs (IUL) Indexed Universal Life Insurance

[p1vc-video] 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

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

[p1vc-video] 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. Unfortun


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