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After the Paycheck

Exploring a wide range of topics aimed at helping people to and through their retirement.

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Exploring a wide range of topics aimed at helping people to and through their retirement.

4 New Tax Proposals That Could Shake Your Retirement Plan

4 New Tax Proposals That Could Shake Your Retirement Plan

Several of the suggested proposals in Biden’s tax plan could significantly affect retirees and how those nearing retirement build...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

Old 401k Options & The Pros/Cons Of Each

Old 401k Options & The Pros/Cons Of Each

When you change employers or enter retirement, you likely have four choices of what to do with your retirement account. Most of...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

The Role Dividend Paying Stocks Play In Your Retirement Portfolio

The Role Dividend Paying Stocks Play In Your Retirement Portfolio

The notion of using dividends in retirement, either as a way to complement other financial assets, or perhaps rely on them for an...


Tags: Retirement Planning, Income Planning, after the paycheck,

Creating A Retirement Income Drawdown Strategy

Creating A Retirement Income Drawdown Strategy

Starting your social security withdrawals before full retirement age could result in THOUSANDS of dollars of reduced potential...


Tags: Retirement Planning, Income Planning, pensions,

Myths of Conventional Financial Wisdom

Myths of Conventional Financial Wisdom

Financial rules of thumb are useful to many people who can’t or won’t make time for complete and in-depth financial planning, but...


Tags: Retirement Planning, Asset Protection Planning, 401(k),

3 Unexpected Challenges You May Face Heading Into Retirement

3 Unexpected Challenges You May Face Heading Into Retirement

You may have heard this before, but if you think your retirement situation will be similar to that of your grandparents or...


Tags: Retirement Planning, Income Planning, risk management,

Should Bonds Still Have A Role In Your Retirement Plan?

Should Bonds Still Have A Role In Your Retirement Plan?

With interest rates so low, is there still a role for bonds in today’s retirement portfolio? Traditionally, bonds were used in...


Tags: risk management, 401(k), after the paycheck,

Healthcare Options In Retirement

Healthcare Options In Retirement

One of the major considerations you'll need to take into account in retirement is figuring out your health insurance options. 


Tags: Retirement Planning, after the paycheck, Medicare

You’ve Inherited Money, Now What Should You Do?

You’ve Inherited Money, Now What Should You Do?

If you’ve recently inherited money, you might be feeling a lot of emotions. Losing a loved one is hard, and you need time to...


Tags: Retirement Planning, estate planning, after the paycheck,

How A Tax Planning Strategy Today Could Help Maximize Income In Retirement

How A Tax Planning Strategy Today Could Help Maximize Income In Retirement

When over 250 recent retirees were asked, in terms of expenses, what the biggest surprise was in retirement, do you know what the...


Tags: Income Planning, IRA Conversions, 401(k),

Where To START When Thinking About Retirement And Your Income

Where To START When Thinking About Retirement And Your Income

Earlier this year we shared a post about The "Ostrich effect", which refers to the psychological tendency to avoid negative...


Tags: Retirement Planning, Income Planning, after the paycheck,

Six Financial Actions To Take Before The End Of The Year

Six Financial Actions To Take Before The End Of The Year

 

 
 
 
 
 
 
 
 
 
 
 

Tags: Retirement Planning, after the paycheck, asset management

Why Your Portfolio Strategy Needs To Be Different Than When You Were Working

Why Your Portfolio Strategy Needs To Be Different Than When You Were Working

What’s your goal, financially speaking, for retirement? Most likely, its to make sure you have enough money to last through your...


Tags: Retirement Planning, risk management, after the paycheck,

What Happens If You Retire Right Before A(nother) Market Crash?

What Happens If You Retire Right Before A(nother) Market Crash?


Tags: Retirement Planning, after the paycheck, asset management

Thinking You Should Delay Your Retirement Date? Consider This...

Thinking You Should Delay Your Retirement Date? Consider This...

A landmark study released in August found that 39% of American workers, some 68 million in all, are changing the timing on when...


Tags: Retirement Planning, risk management, 401(k),

Types Of Markets And Their Effect On Your Retirement Accounts

Types Of Markets And Their Effect On Your Retirement Accounts

 

Why are there different "markets" discussed in the news,...


Tags: Retirement Planning, market update, 401(k),

Navigating Job Loss When Nearing Retirement

Navigating Job Loss When Nearing Retirement

 

 

In this episode of after the paycheck, John Conley and...


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

How To Measure Your Current Portfolio Against Your Retirement Goal

How To Measure Your Current Portfolio Against Your Retirement Goal


Tags: Retirement Planning, Income Planning, risk management,

Withdrawing From Retirement Accounts in a Bear Market

Withdrawing From Retirement Accounts in a Bear Market


Tags: Retirement Planning, Income Planning, risk management,

Calculating Probability Of Success In Retirement

Calculating Probability Of Success In Retirement


Tags: Retirement Planning, risk management, after the paycheck

Glossary Of Terms Regarding Financial Products

Glossary Of Terms Regarding Financial Products


Tags: Retirement Planning, Annuities, Asset Protection Planning,

How Your Retirement Plan Could Benefit From Charitable Donations

How Your Retirement Plan Could Benefit From Charitable Donations


Tags: Retirement Planning, tax-deferred accounts, 401(k),

How The SECURE Act May Effect Your Retirement Plan

How The SECURE Act May Effect Your Retirement Plan


Tags: Retirement Planning, Asset Protection Planning, social security,

Navigating The New Era of Estate Planning

Navigating The New Era of Estate Planning


Tags: Retirement Planning, Asset Protection Planning, estate planning,

How To Start Withdrawing From Your Retirement Accounts

How To Start Withdrawing From Your Retirement Accounts


Tags: Retirement Planning, Asset Protection Planning, 401(k),

4 Tips For Turbulent Times In Retirement Planning

4 Tips For Turbulent Times In Retirement Planning


Tags: Retirement Planning, risk management, market update,

Life Insurance - The If, When, & Why It May Be A Good Option

Life Insurance - The If, When, & Why It May Be A Good Option


Tags: life insurance, after the paycheck

Taxes In Retirement - How Your Retirement Income May Effect Your Social Security Benefits

Taxes In Retirement - How Your Retirement Income May Effect Your Social Security Benefits


Tags: Retirement Planning, tax-deferred accounts, social security,

Target-Date Funds & The Role They Play In Your Retirement Accounts

Target-Date Funds & The Role They Play In Your Retirement Accounts

 


Tags: Retirement Planning, tax-deferred accounts, 401(k),

The History Of Annuities & Defining Their Purpose

The History Of Annuities & Defining Their Purpose


Tags: Retirement Planning, Annuities, after the paycheck

Knowing Your Monthly Budget Needs In Retirement

Knowing Your Monthly Budget Needs In Retirement


Tags: Retirement Planning, Income Planning, risk management,

Social Security - The Pros/Cons of Taking Your Benefits Before Full Retirement Age

Social Security - The Pros/Cons of Taking Your Benefits Before Full Retirement Age


Tags: Retirement Planning, social security, after the paycheck

A Roth IRA Conversion - The Why, The When, And How

A Roth IRA Conversion - The Why, The When, And How


Tags: Retirement Planning, IRA Conversions, tax-deferred accounts,

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