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Personal Experience with Phased Retirement

Submitted by 360Blue Financial Strategies on August 24th, 2023

Reboot, Rewire or Retire: Personal Experiences With Phased Retirement and Managing a ‘Life Portfolio’

This 78-year-old former actuary and retirement consultant shares her personal insights on the four key areas for success in retirement. Be prepared to help clients make more than just the financial transition.

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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6 Steps to Determine Your Retirement Deadline

Submitted by 360Blue Financial Strategies on August 5th, 2023

Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves actionable steps to visualize getting from now to the desired tomorrow. Here are six ways to make that idea a specific, detailed plan towards a retirement date you can live with:

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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3 Retirement Roadblocks for Women – and 4 Ways to Get Around Them

Submitted by 360Blue Financial Strategies on August 5th, 2023

Women need to plan for an independent retirement. Statistically speaking, women live longer than men.1 U.S. census figures show that 59 is the median age of widows. So, a widow can anticipate another 25 or more years of living and retirement expenses. 

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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Retirement Strategy: When and How to Update Your Retirement Plan

Submitted by 360Blue Financial Strategies on July 21st, 2023

While you and your trusted retirement professional will work to create an overall retirement strategy, this does not mean that you won't need to make changes along the way.

So, the question remains: When should you revisit your retirement strategy?

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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Retirement Strategy: Planning Your Retirement Lifestyle

Submitted by 360Blue Financial Strategies on July 21st, 2023

Some retirees succeed at realizing the life they want; others don't.

Fate aside, it isn't merely a matter of investment decisions that make the difference. There are certain dos and don'ts – some less apparent than others – that tend to encourage retirement happiness and comfort.

Retire financially literate.

Tags:
  • Retirement
  • Retirement planning
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What To Know Before Retiring Early

Submitted by 360Blue Financial Strategies on July 12th, 2023

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring early that no one talks about.

Will You Have Enough Money for Your Entire Retirement?

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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Retirement Planning: What do Military Families Need to Know?

Submitted by 360Blue Financial Strategies on July 12th, 2023

Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge, because you need to ensure that you meet all the military's qualifications and that you are taking full advantage of any veterans benefits coming your way.

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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The Surprising Student Debt Problem of High Earning Millennials

Submitted by 360Blue Financial Strategies on July 5th, 2023

Sixty-five percent of college seniors graduating from private or public college have accumulated student loan debt.1 That debt averages out to around $28,950 per graduate.2 And while student loan debt is a burden to any graduate, it can have a surprisingly negative effect on HENRYs, or those considered to be a high earner, not rich yet.

Tags:
  • College Savings
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Savings Accounts vs. Money Market Accounts

Submitted by 360Blue Financial Strategies on July 5th, 2023

When you want to stash away some of your money, it’s likely you’ll turn to the account options provided by local banks and credit unions. While it’s common to open a checking and savings account for easy access to your cash, it’s important to consider all of your options - including money market accounts (MMA).

Tags:
  • College Savings
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Retirement vs. Funding Your Children's College Education

Submitted by 360Blue Financial Strategies on June 26th, 2023

As many parents start ramping up their retirement planning efforts, their children are also preparing for an important next step in their lives: higher education. It may seem overwhelming to manage both at once, but it’s important to face some very hard decisions. If you’re thinking about tapping into your retirement accounts, ask yourself a few questions:

Tags:
  • College
  • college education
  • college planning
  • College Savings
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