Advertisement
Budgeting

The Unsung Role of Budget Planning in Retirement

More important than determining your investment strategy, outlining your post-retirement expenses can help ensure your money lasts a lifetime.

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.

Isaac Wright, president of Financial Dynamics & Associates, is a comprehensive financial planner who has helped retirees for more than 15 years. He also is author of Navigate Your Way to a Secure Retirement.

Advertisement - Article continues below

Keith Morelli contributed to this article.

Investment advisory services offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser.

Advertisement

About the Author

Isaac Wright, ChFC

President, Financial Dynamics and Associates

Isaac Wright, president of Financial Dynamics & Associates, is a financial adviser and licensed insurance professional with a focus on retirement planning and asset preservation for families and retirees. He has assisted families and retirees in reaching their financial, retirement and estate planning goals for more than 15 years. He is the author of Navigate Your Way to a Secure Retirement.

Advertisement

Most Popular

18 Things You Can't Return to Amazon
Smart Buying

18 Things You Can't Return to Amazon

Before tossing these items into your virtual shopping cart, be sure to read Amazon's return policy first.
September 17, 2020
Election 2020: Joe Biden's Tax Plans
taxes

Election 2020: Joe Biden's Tax Plans

With the economy in trouble, tax policy takes on added importance in the 2020 presidential election. So, let's take a look at what Joe Biden has said …
September 18, 2020
7 Foreign Countries Luring Americans to Work Abroad During the Pandemic
careers

7 Foreign Countries Luring Americans to Work Abroad During the Pandemic

Work remotely – really remotely – in these appealing destinations offering special visas for American workers.
September 18, 2020

Recommended

The Annuity With a Tax-Planning Twist
Financial Planning

The Annuity With a Tax-Planning Twist

A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives.
September 21, 2020
HSA Limits and Minimums
health savings accounts

HSA Limits and Minimums

Annually adjusted contribution limits and other requirements must be met if you're covering health care costs with a Health Savings Account.
September 21, 2020
Now’s the Time for Estate Tax Planning
Financial Planning

Now’s the Time for Estate Tax Planning

There's a wealth of opportunity with IRS interest rates at an all-time low and the federal estate and gift tax exemption at an historic high.
September 18, 2020
10 of the Best Target-Date Fund Families
mutual funds

10 of the Best Target-Date Fund Families

The best target-date funds are a 'set it and forget it' approach to your retirement, but which fund family should you trust your money?
September 17, 2020