Terms

Retirement

Retirement refers to the withdrawal from one's position or occupation or from one's active working life. One can achieve retirement when you have sources of income that do not have to be earned by working. As retirement and financial independence come in pair, both are achieved through savings and investment income, an increasing number of individuals are choosing to put off this point of total retirement, by selecting to exist in the emerging state of pre-tirement. It's important to understand the difference between retirement planning, financial planning, and investment advice.

Asset Classes

Treasury Inflation-Protected Securities

Entities

2050 Wealth Partners
AE Wealth Management
ALEX.fyi
AXA Advisors, LLC
Advanced Capital Group
Advantage Gold
AllianceBernstein
Andrew Marshall Financial
Artifex Financial Group
Avondale Investment Management
Bahl & Gaynor
Bankers Trust
Banyan Hill Publishing
BlackRock
Blankenship Financial Planning
Bleakley Financial Group
Brenton Point Wealth Advisors
Brouwer & Janachowski
Buckingham Strategic Wealth
CAPTRUST
CapWealth
Carroll Financial
Carson Wealth
Carver Financial Services
Cassaday & Company, Inc.
Century Management Financial Advisors
Cerity Partners
Cetera Advisor Networks
Charles Schwab Corporation
Check Capital Management
Churchill Management Group
Clan Capital
Clear Harbor Asset Management
Collins Investment Group
D.B. Root & Company
D.K. Brede Investment Management
DeYoe Wealth Management
Define Financial
Douglas C. Lane & Associates
Edelman Financial Engines
Endowment Wealth Management
Evergreen Gavekal
Fairpoint Wealth Management
Farr, Miller & Washington
Fidelity Investments
Flagship Harbor Advisors
Fort Washington Investment Advisors
Franklin Templeton Investments
Fulcrum Financial Group, LLC
FundX Investment Group
GFM Asset Management
Gibson Capital, LLC
Global Retirement Partners
Granite Hill Capital Management
Guild Investment Management
HarryDent.com
Hayden Royal
Heritage Financial Services
Hightower Advisors
Investment Counsel Company
Investments & Wealth Instituteā„¢
Iron Gate Global Advisors
JK Investment Group
Jacques Financial LLC
Janney Montgomery Scott
John G. Ullman & Associates, Inc.
Johnson Investment Counsel
Kaplan Financial
Kovitz
Lake Avenue Financial
Leede Jones Gable
Legal & General
Life Planning Partners
MG&A Wealth
Mainstay Capital Management
Mariner Wealth Advisors
MarketWatch
Massey & Associates, Inc.
McGee Wealth Management
Mercer Advisors
Moneta Group
Money Map Press
Montag & Caldwell
NCA Financial Planners
Napkin Finance
National Association of Personal Financial Advisors
National Institute for Cannabis Investors
New Street Advisors Group
Newport Capital Group
Northern Trust Corporation
Obermeyer Wood Investment Counsel
Objective Capital Management
Oppenheimer & Co.
PWL Capital
Paul R. Ried Financial Group
Pension Dynamics Company
Pivotal Advisors
Plancorp
Pring Turner Capital Group
Puckett & Sturgill Financial Group
RBC Wealth Management
RIA Advisors
Ritholtz Wealth Management
Royal Crown Wealth Management
Royce Investment Partners
STRATA Trust Company
SWS Partners
Schechter Wealth
Sensible Money
Signature Estate & Investment Advisors
Silvercrest Asset Management Group
Simone Zajac Wealth Management Group
Simply Safe Dividends
Sizemore Capital Management
Snowden Lane Partners
Sungarden Investment Management
T. Rowe Price
TSG Wealth Management
Teachers Insurance and Annuity Association
The Bahnsen Group
The Mather Group
The Motley Fool
Tycuda Group
Vailshire Capital Management
VectorVest
Venturi Private Wealth
Wealth Enhancement Group
Wells Fargo Asset Management
Wilmington Trust
myCIO Wealth Partners
oXYGen Financial

People

Aaron Marks
Aaron Romain
Abraham Cecena
Adam Butler
Adam Carlin
Adam Fortuna
Adam Goldstein
Adam Mesh
Alejandro Reyes
Alex Chalekian
Ali Panahpour
Amanda Han
Andy Schwartz
Angelo Robles
Barry Glassman
Bernie Kent
Bert Schweizer
Bill King
Bill Stash
Bill Winterberg
Blair DuQuesnay
Bob Coleman
Bob Collins
Bob Froehlich
Bob Powell
Bob Stone
Brad Sherman
Brian Cooke
Brian Frank
Brian Hunsaker
Bruce Burrows
Carrie Schwab-Pomerantz
Charles Day
Charles Noble III
Charles Zhang
Cheryl Young
Chris Cooke
Chris DeHaemer
Chris Reining
Christina Boyd
Christine Hurtsellers
Christopher Jones
Chuck Bean
Chuck Carnevale
Colleen Jaconetti
Craig Pfeiffer
Damion Lupo
Dan Bortolotti
Dan Morris
Dana Anspach
Daniel Want
Daniel Zajac
Daren Alcantar
Darrell Pennington
Darren Harp
David Bahnsen
David Bieber
David Chang
David Eifrig
David Krejca
David Kudla
David Lees
David McKnight
David Root
David Scarpello
Dean Trindle
Debra Brede
Don d'Adesky
Doug Kinsey
Doyle Shuler
Ed Slott
Edwin Choi
Ellen Safir
Elliott Kugel
Eric Kittner
Erin Scannell
Esther Duflo
Frank Serebrin
Gary Liska
Geoff White
George Papadoyannis
George Peacock
Gerry Klingman
Glen Strauss
Glenn Degenaars
Gordon Pape
Greg Franks
Greg Heller
Greg Smith
Hildy Richelson
J Mintzmyer
Jacqueline Willens
Jane Quinn
Jared Kizer
Jason Stephens
Jeff Colin
Jeff Erdmann
Jeff Grinspoon
Jeff Leventhal
Jeff Massey
Jeff Rose
Jeff Ross
Jeffrey Becker
Jeffrey Kleintop
Jenny Harrington
Jim Bell
Jim Blankenship
Jim Detterick
Jim Leech
Jim McLaughlin
Jimmy Mengel
Joe Montgomery
Johanna Walters
John Olson
John Thomas
Jonathan Beukelman
Jonathan DeYoe
Jonathan Murray
Jordan Waxman
Joseph Jacques
Joseph Sheeley
Josh Holt
Josh Levine
Kai Stinchcombe
Kelli Click
Kevin Kinzie
Kevin Myeroff
Kevin Peters
Kirk Spano
Kristina Hooper
Kristy Shen
Laila Pence
Larry Carroll
Larry Raffone
Larry Swedroe
Laura Shin
Lazetta Braxton
Lee Robertson
Leo Stevenson
Liz Ann Sonders
Louis Barajas
Lyle Wolberg
Margaret Starner
Maria Bruno
Marie Dzanis
Mark Anson
Mark Cortazzo
Mark Smith
Mark Thorndyke
Martin Halbfinger
Marty Bicknell
Mary Mullin
Matt Bohlsen
Matt Kircher
Matt Ran
Mel Lagomasino
Mel Lindauer
Melissa Corrado-Harrison
Michael Farr
Michael Finke
Michael Poppo
Michele Cagan
Mike Heroux
Mike Philbrick
Mike Piper
Mike Ricca
Mike Sawyer
Mike Wilson
Miles Clyne
Mohamed Eldawy
Morgan Paxhia
Moss Crosby
Neal Frankle
Neal Triplett
Neil Gilliss
Nick Gertsema
Nilus Mattive
Patti Brennan
Paul Ried
Paul Tanner
Perry Chappell
Phillip Toews
Preston Cherry
Rachel Lacey
Raj Bhatia
Raj Pathak
Ramsey Smith
Randy Carver
Randy Garcia
Randy Swan
Ric Edelman
Rich Abrams
Rita Cheng
Rob Riedl
Rob Siracusano
Roger Wohlner
Ron Stenger
Royce Running
Russell Wild
Ryan Sprowls
Scott Couto
Scott Tiras
Scott Van Den Berg
Scott Wilson
Scott Wood
Sean Dillon
Sean Stannard-Stockton
Shane Brisbin
Shane Oliver
Shannon Eusey
Sharon Oberlander
Shawn Allen
Shawn Rubin
Shirl Penney
Shlomo Benartzi
Simon Hamilton
Sonny Kothari
Sophia Bera
Stephanie Pierce
Stephen Janachowski
Stephen Perry
Steve Butler
Stewart Mather
Susan Williams
Suze Orman
Taylor Schulte
Ted Davis
Ted Jenkin
Ted Siedle
Ted Snow
Teresa Ghilarducci
Terrell Gates
Terri Jacobsen
Thomas Herold
Tiffany McGhee
Tim Pagliara
Timothy Higgins
Todd Battaglia
Todd Silaika
Tom Florence
Tom Gardner
Tom Vacheron
Van Tharp
Wally Obermeyer

Publications

A Medicare Owner's Manual
A Million Is Not Enough
A Social Security Owner's Manual
An IRA Owner's Manual
Automatic Income Machine
Barbara Friedberg Personal Finance
Be Your Own Boss
Biglaw Investor
BlackRock Blog
Broke Millennial Takes On Investing
Cabot Dividend Investor
Can I Retire?
Cashing in on Covered Calls
Common Sense
Control Your Retirement Destiny
Crash Proof
Daniel Zajac Blog
Dave Ramsey's CORE Financial Wellness
Day Trading Micro Futures for Income
Debt Free For Life
Dividend Growth Rocks
EconoPower
Ed Slott's Retirement Decisions Guide
Finance and Philosophy
Financial Secrets of My Wealthy Grandparents
Fry's Investment Report
Fund Your Future
Get What's Yours
Getting Your Financial Ducks In A Row
Good Financial Cents
High Yield Landlord
How Much Money Do I Need to Retire?
How To Get Rich; Without Winning the Lottery
How To Invest In Gold And Silver
How to Make Your Money Last
How to Make a Fortune from the Biggest Market Opportunities in U.S.History
How to Retire Rich
How to Retire on Dividends
How to Retire with Enough Money
Independent Contractor, Sole Proprietor, and LLC Taxes
Intelligent Income
Invesco Blog
Invest Safely
Invest and Beat the Pros
Investing Made Simple
Investing QuickStart Guide
Investing in Your 20s and 30s For Dummies
Investormint
It Pays to Talk
Jason Bond Picks
Learn to Earn
Long Run Income
Look Before You LIRP
Mad Fientist
MarketWatch
Marketimer
Massey on Money
Mindful Money
Mindful Money
Money Map Report
Money Morning
More Than Enough
Mutual Fund Mastery
My Stock Market Basics
Napkin Finance
New Guide to Financial Independence
Oblivious Investor
One Hour Investor
One Year to an Organized Financial Life
Optimize Your Retirement
Parlay Your IRA Into a Family Fortune
Pay for College Without Sacrificing Your Retirement
Personal Finance After 50 For Dummies
Personal Finance Desk Reference
Personal Finance Terms
Personal Finance at Your Fingertips
Plan Your Prosperity
Plunder!
Portable Pension Plans for Casual Labor Markets
Profitable Investing
Quit Like a Millionaire
Real Investment Advice
Real Life, Real Money
Rescue Your Money
Rescuing Retirement
Retire Before Dad
Retire Young Retire Rich
Retirement 101
Retirement Daily
Retirement Millionaire
Retirement Planning QuickStart Guide
Retirement for Dummies
Rich Dad's Prophecy
Save More Tomorrow
Secrets of Canadian Top Performers
Set for Life
SmallIvy Book of Investing
Smart Couples Finish Rich
Social Security Made Simple
Sovereign Man: Confidential
Spend 'Til the End
Stansberry Venture Technology
Start Over, Finish Rich
Stay Mad for Life
Stay Rich for Life!
Stock Market for Beginners Paycheck Freedom
Stock Sequence Trader
Strategic Trader
Streetwise Retirement Planning
Sustainable Wealth
The 3% Signal
The 4 Hour Workweek
The 4% Rule and Safe Withdrawal Rates In Retirement
The Aftershock Investor
The Amazing Covered Call
The Automatic Millionaire
The Barefoot Investor
The Barefoot Retirement Plan
The Best Investment Writing
The Bogleheads' Guide to Investing
The Bogleheads' Guide to Retirement Planning
The Book on Advanced Tax Strategies
The Chicago Financial Planner
The Clash of the Cultures
The Complete Idiot's Guide to Social Security
The Courage to be Rich
The Dividend Hunter
The Easy VIX
The Elements of Investing
The Emergence of Numerical Weather Prediction
The Equity Risk Premium
The Financial Advisor to Building Wealth
The Fund Industry
The High Income Factor
The Index Fund Solution
The Investor's Manifesto
The Lies About Money
The Little Book of Common Sense Investing
The Little Book of Money
The Millennial Money Fix
The Money Answer Book
The Money Class
The Motley Fool Investment Workbook
The Motley Fool Personal Finance Workbook
The New Retirement Savings Time Bomb
The New Rules of Money
The Only Investment Guide You'll Ever Need
The Only Math Book You'll Ever Need
The Oxford Income Letter
The Power of Zero
The Relaxing Retirement Formula
The Retirement Savings Time Bomb... and How to Defuse It
The Ric Edelman Show
The Road to Wealth
The Simple Path to Wealth
The Small Investor
The Tax and Legal Playbook
The Total Money Makeover
The Truth About Money
The Truth about Retirement Plans and IRAs
The Ultimate Retirement Guide for 50+
The Wealth Advisory
Thinking Smarter
Trading Options
Unshakeable
Vanguard Blog
Wealth Pilgrim
Wealth of Experience
Wealthy Retirement
What Every Fidelity Investor Needs to Know
When I'm Sixty-Four
While America Aged
Who Stole My Pension?
Wise Investing Made Simpler
Working After Retirement For Dummies
Yield Hunting
You Don't Have to Drive an Uber in Retirement
You're Fifty - Now What?
You're Retired...Now What?
You've Earned It, Don't Lose It
Your Complete Guide to a Successful & Secure Retirement
Your Complete Retirement Planning Road Map
Your Smart Money Moves

Terms

Individual Retirement Account
Investment Management
Pension Fund
Personal Finance
Wealth Management

Aaron Marks

Aaron Romain

Abraham Cecena

Adam Butler

Adam Carlin

Adam Fortuna

Adam Goldstein

Adam Mesh

Alejandro Reyes

Alex Chalekian

Ali Panahpour

Amanda Han

Andy Schwartz

Angelo Robles

Barry Glassman

Bernie Kent

Bert Schweizer

Bill King

Bill Stash

Bill Winterberg

Blair DuQuesnay

Bob Coleman

Bob Collins

Bob Froehlich

Bob Powell

Bob Stone

Brad Sherman

Brian Cooke

Brian Frank

Brian Hunsaker

Bruce Burrows

Carrie Schwab-Pomerantz

Charles Day

Charles Noble III

Charles Zhang

Cheryl Young

Chris Cooke

Chris DeHaemer

Chris Reining

Christina Boyd

Christine Hurtsellers

Christopher Jones

Chuck Bean

Chuck Carnevale

Colleen Jaconetti

Craig Pfeiffer

Damion Lupo

Dan Bortolotti

Dan Morris

Dana Anspach

Daniel Want

Daniel Zajac

Daren Alcantar

Darrell Pennington

Darren Harp

David Bahnsen

David Bieber

David Chang

David Eifrig

David Krejca

David Kudla

David Lees

David McKnight

David Root

David Scarpello

Dean Trindle

Debra Brede

Don d'Adesky

Doug Kinsey

Doyle Shuler

Ed Slott

Edwin Choi

Ellen Safir

Elliott Kugel

Eric Kittner

Erin Scannell

Esther Duflo

Frank Serebrin

Gary Liska

Geoff White

George Papadoyannis

George Peacock

Gerry Klingman

Glen Strauss

Glenn Degenaars

Gordon Pape

Greg Franks

Greg Heller

Greg Smith

Hildy Richelson

J Mintzmyer

Jacqueline Willens

Jane Quinn

Jared Kizer

Jason Stephens

Jeff Colin

Jeff Erdmann

Jeff Grinspoon

Jeff Leventhal

Jeff Massey

Jeff Rose

Jeff Ross

Jeffrey Becker

Jeffrey Kleintop

Jenny Harrington

Jim Bell

Jim Blankenship

Jim Detterick

Jim Leech

Jim McLaughlin

Jimmy Mengel

Joe Montgomery

Johanna Walters

John Olson

John Thomas

Jonathan Beukelman

Jonathan DeYoe

Jonathan Murray

Jordan Waxman

Joseph Jacques

Joseph Sheeley

Josh Holt

Josh Levine

Kai Stinchcombe

Kelli Click

Kevin Kinzie

Kevin Myeroff

Kevin Peters

Kirk Spano

Kristina Hooper

Kristy Shen

Laila Pence

Larry Carroll

Larry Raffone

Larry Swedroe

Laura Shin

Lazetta Braxton

Lee Robertson

Leo Stevenson

Liz Ann Sonders

Louis Barajas

Lyle Wolberg

Margaret Starner

Maria Bruno

Marie Dzanis

Mark Anson

Mark Cortazzo

Mark Smith

Mark Thorndyke

Martin Halbfinger

Marty Bicknell

Mary Mullin

Matt Bohlsen

Matt Kircher

Matt Ran

Mel Lagomasino

Mel Lindauer

Melissa Corrado-Harrison

Michael Farr

Michael Finke

Michael Poppo

Michele Cagan

Mike Heroux

Mike Philbrick

Mike Piper

Mike Ricca

Mike Sawyer

Mike Wilson

Miles Clyne

Mohamed Eldawy

Morgan Paxhia

Moss Crosby

Neal Frankle

Neal Triplett

Neil Gilliss

Nick Gertsema

Nilus Mattive

Patti Brennan

Paul Ried

Paul Tanner

Perry Chappell

Phillip Toews

Preston Cherry

Rachel Lacey

Raj Bhatia

Raj Pathak

Ramsey Smith

Randy Carver

Randy Garcia

Randy Swan

Ric Edelman

Rich Abrams

Rita Cheng

Rob Riedl

Rob Siracusano

Roger Wohlner

Ron Stenger

Royce Running

Russell Wild

Ryan Sprowls

Scott Couto

Scott Tiras

Scott Van Den Berg

Scott Wilson

Scott Wood

Sean Dillon

Sean Stannard-Stockton

Shane Brisbin

Shane Oliver

Shannon Eusey

Sharon Oberlander

Shawn Allen

Shawn Rubin

Shirl Penney

Shlomo Benartzi

Simon Hamilton

Sonny Kothari

Sophia Bera

Stephanie Pierce

Stephen Janachowski

Stephen Perry

Steve Butler

Stewart Mather

Susan Williams

Suze Orman

Taylor Schulte

Ted Davis

Ted Jenkin

Ted Siedle

Ted Snow

Teresa Ghilarducci

Terrell Gates

Terri Jacobsen

Thomas Herold

Tiffany McGhee

Tim Pagliara

Timothy Higgins

Todd Battaglia

Todd Silaika

Tom Florence

Tom Gardner

Tom Vacheron

Van Tharp

Wally Obermeyer

Saving For Retirement

  • Some estimate that you'll need 80% of your current income during retirement
  • Some estimate that you can use 4% of your savings each year in retirement (without going broke)