#15 - Health Savings Account Powerplay
Do you want to kick Uncle Sam in the groin? A Health Savings Account may indeed offer you that opportunity. Learn the pros and cons of a Health Savings Account and the nuances of implementing this strategy.
Do you want to kick Uncle Sam in the groin? A Health Savings Account may indeed offer you that opportunity. Learn the pros and cons of a Health Savings Account and the nuances of implementing this strategy.
If you properly plan your travel adventures in retirement, it can be epic. Failing to plan your travels in retirement can waste time and money. Learn how to plan your travels and navigate various obstacles in this rich area of your retirement.
Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons.
Like learning curling, deciding the optimal claiming age for Social Security may seem easy from afar. Once you get into the details, it can indeed be more complicated – and consequential.
Knowing when to claim Social Security is a critical decision for retirement. Before you make that decision, it is important to understand the fundamentals of how Social Security retirement benefits are calculated and the nuances around the basic rules.
Did you know that you may want to work “in retirement”? There is a growing trend of people working in semi-retirement, and the evidence highlights many benefits from working in retirement. Whether it is paid work or volunteer work, your retirement will be more fulfilling if you were engaged in these kinds of endeavors.
Retirement may offer a great trigger point to take a fresh approach at life and begin anew. It’s a great time to look for renewal of the mind, body, and spirit. True fulfillment is retirement won’t only be enhanced with proper renewal, but it’s essential.
Having relationships in retirement may be the most important aspect of well-being in retirement. Find out why you need to be proactive in retirement and discover ways to design your ideal life around your connections.
This retirement podcast episode suggests that planning your ideal retirement includes focusing on one aspect of inner well-being, “Leisure or Play”. While the ideal retirement does not involve all Leisure, it is nevertheless a huge part of one’s retirement. There are tips and tricks to make the most out of your leisure opportunities.
Looking to reduce income taxes? In this episode of a top retirement podcast (The Retirement Oasis), the hosts explore basic tax planning concepts and a high-level overview of select tax planning strategies leading up to retirement.
Determining when and whether to retire involves knowing your number - what size of investment portfolio do you need to retire? The details matter.
What are the activities that lead to a fulfilling retirement? Hint: it's more than just relaxation and leisure. You can get there with the right planning and mindset.