Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. Continue reading
Tag Archives: Retirement Income
Social Security Timing: Reframing Your Thinking For Better Decision-Making
Your brain uses mental shortcuts to help solve problems. While shortcuts can be quite helpful in many aspects of daily life, in other areas shortcuts may harm your decision-making. Social Security claiming is often one of these negatively impacted areas. Continue reading
Retirement “Magic Numbers” Make Little Sense
In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a “magic number” of retirement savings falls well short of good retirement planning. Continue reading
Trends in Social Security Claiming Ages
As your retirement approaches, understanding Social Security claiming strategies is crucial for maximizing benefits and ensuring financial stability even for financially successful families. Claiming Trends If you’re considering retirement, you likely know that you can claim reduced retirement benefits as … Continue reading
The Benefits of Roth IRAs for Tax-Free Retirement Income
One of the most important considerations when planning for retirement is ensuring a steady income stream to sustain your desired lifestyle. With life expectancies increasing and the costs of living rising, it’s essential to have a robust retirement savings plan. … Continue reading