What's the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.
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This week I start with a focus on the idea of determining how much is enough and learning to spend joyfully once you’ve reached that point. Resources address what many people think is hard about investing and retirement planning…. building and managing a portfolio. We also address what I think is the real challenge, understanding...
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Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.
The post 87 Thought Provoking Questions About Wealth: Understand Your Values and Attitudes About Money to Live Happier appeared first on NewRetirement.
Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others'.
The post Are You Wealthy? 19 Ways to Define Wealth appeared first on NewRetirement.
, About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page How to Pay 0 on Capital Gains , Ep 310 Posted by Benjamin Brandt Podcast 0 Would a 0 tax rate help you live an even better retirement In this weekâ s Retirement Headline , weâ ll explore a WSJ article titled How You Can Grab a 0 Tax Rate If that doesnâ t pique your interest , I donâ t know what will Listen in to hear how you can learn to plan so that you can take advantage of a 0 tax rate on capital gains . income Would a 0 tax rate help you live an even better retirement Click To Tweet Outline of This Episode 1:42 How to grab a 0 tax rate 7:08 4 ways to take action 11:22 How will lowering my taxable income
Eligible NYSLRS retirees will see a cost-of-living adjustment (COLA) in their monthly pension payments at the end of September 2023. This is a permanent annual increase to your retirement benefit that is based on the cost-of-living index and a formula set by State law. For upcoming pension payment dates, check our pension payment calendar. How the COLA is […]
Play should be an important component of both work and retirement. Explore why it's so important and how to do it more.
The post It’s Time to Play! Why Having Fun is So Important In both Work and Retirement appeared first on NewRetirement.
I have an interesting set of resources covering a diverse array of topics today. Let’s dive right in! A Little Perspective I encourage you to look past the clickbait listicle title on this first resource. If you do, you will find a thought provoking list to help you align your spending with timeless truths. From...
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, About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Dirty Dozen Tax Scams , Ep 309 Posted by Benjamin Brandt Podcast 0 Scammers are constantly changing their playbooks to try and stay ahead of the authorities . That is why the IRS annually updates its âDirty Dozen Tax Scamâ list . This week weâ ll explore the latest article from the IRS  on this yearâ s tax scams then weâ ll check out an article from Financial Advisor Magazine  that involve questionable tax practitioners and charitable remainder annuity . trusts Donâ t miss out on this weekâ s listener question because chances are , you have had this question as well . Click To Tweet Outline of This
Do you have student loans? Are you having difficulties paying it back? Back in August 2022, the Biden administration announced a three-part plan to help federal loan borrowers. Part 1 ... Read more
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Even a financially secure retirement can come with problems. Explore retirement boredom and what else vexes people about post work freedom.
The post The Hard Parts of Retirement: Boredom and Other Problems appeared first on NewRetirement.
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
The post A Big Risk for Retirement Investments? Avoiding Risk! appeared first on NewRetirement.
If your last federal tax bill was larger than you expected, or if you received a hefty refund, it might be time to review how much federal tax withholding comes out of your NYSLRS pension. If you’re not sure whether you need to adjust your federal withholding, you may want to check with a tax […]About Blog Retirement Planning Social Security Investing Financial Planning Hiring A Financial Advisor General All Articles Podcast Ask A Question Work With Me Select Page Should We Even Worry About IRMAA Ep 308Â Posted by Benjamin Brandt Podcast 0 As a financial advisor that thinks a lot about the Medicare surcharge IRMAA , an article titled Stop Worrying About IRMAA written by a source I trust certainly caught my . eye In this episode , weâ ll explore what IRMAA does , reflect on the article , and discuss whether the IRMAA surcharge is worth worrying about . If you have questions about IRMAA or are starting to approach Medicare age you wonâ t want to miss out on this . episode Outline of This Episode 1:22 How Medicare works 5:33 How IRMAA works 8:09 My thoughts 9:18 Action items 14:50A couple of months ago I posted that Caroline had started Social Security, and I described our thought process around that decision. Depending on your financial circumstances, there could be a range of ages for which starting Social Security makes sense. But for most Americans nearing age 65, it’s definitely time to start Medicare. If...
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