5 things fourth-quarter football strategy can teach you about retirement planning

CFP®, Phil Simonides, Group Vice President, and McAdam Financial •
Kiplinger

Football season is entering a critical stretch, and the thrilling nature of the games is boosting the sport’s popularity during this time of year. Have you ever watched a game and thought that the fourth quarter always seems to matter the most? As the game gets closer to the end, the pressure builds, and teams

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6 things married couples should talk about when planning for retirement

Fullerton Financial Planning, Steve Fullerton, Investment Adviser, and Co-Founder •
Kiplinger

When they discuss the future, couples in their 50s and 60s often put the focus on their children and grandchildren or the needs of their aging parents. If they get around to talking about themselves at all, they might discuss an upcoming vacation or something that needs fixing around the house. But what they tend

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The unsung role of budget planning in retirement

ChFC, president, Associates, Financial Dynamics, and Isaac Wright •
Kiplinger

Sometimes, the little things make a big difference. You probably remember the proverb about how for want of a nail, eventually, the kingdom was lost. As you edge toward retirement, you don’t want to lose your kingdom because of a detail you hadn’t figured on. Budgets and expense planning can be that overlooked little thing.

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How to tap your retirement savings penalty-free

Founder, Unique Financial Advisors, president, CFP™, and Vid Ponnapalli •
Kiplinger

Saving for retirement is an important financial goal, but many people struggle with it. Some are concerned that it means locking up funds and making them inaccessible for other financial goals. But this, in fact, is a myth. For example, a young 28-year-old entrepreneur once asked me if she could use some of these funds

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