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Retirement Planning

This category is the heart and soul of Wealth Pilgrim. Here you’ll find a host of information created to help you reach your retirement goals and enjoy the journey. These are nuts-and-bolts articles to help you understand where you are now, identify where you want to be and when you want to get there, and design a roadmap to help you do so.

The Ultimate Money Guide To Plan Your Own Retirement

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

a dog at the beach

By the time you finish reading this and going through the exercises, you’ll have a very good idea of whether or not you are on track to reach your retirement goals and what you can do to improve your situation. Who Should Plan Out Their Retirement and When? You and everybody you know. I don’t […]

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Are You Expecting Too Much In Retirement?

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

retirement expectations

I stumbled on a fascinating graphic a few days ago over at Investors Business Daily (a great newspaper for investors). It depicts what most people expect their “retirement” to look like. Have a gander: When I saw this I nearly fell off my chair. It clearly shows that only 21% of us expect to retire […]

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What Happens After Someone Leaves You Their IRA?

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

inherited ira

If you inherit someone else’s IRA you have to be really careful about mandatory distributions. Depending on your relationship to the person who passed away and their age, you may be required to take money out of the IRA every year no matter how young you are now. And if you  fail to comply with […]

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Is Your Retirement Income Safe?

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

retirement income

No matter what your age is today, at some point you’re going to want to stop working. And when you do that you will rely on passive retirement income to support yourself for the rest of your life. That being the case, the question is, how safe is that income? Even if you are already […]

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How Much Should You Take Out Of Your Retirement Accounts And When?

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

Jim, a very sophisticated client recently called me because he was worried about the IRS. He will turn 70 next January and just wants to make sure he complies the rules on mandatory distributions from retirement accounts. He’s confused and he’s not alone. It can be easy to get mixed up on this topic. Not […]

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Taking Money Out of an IRA Penalty-Free – 7 Ways

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

If you are interested in taking money out of an IRA penalty-free, there are a number of ways to do this. But first let’s see why it’s so important to stick to the IRA rules. Let’s say you have $3,500 in credit card bills that you want to pay them off with IRA funds. If […]

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Who is Neal Frankle

Neal Frankle

I'm a CERTIFIED FINANCIAL PLANNER™ Professional with more than 25 years of experience. I feel very blessed and hope to share my personal financial experience and professional wisdom with readers of WealthPilgrim.
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Wealth Pilgrim is not responsible for and does not endorse any advertising, products or resource available from advertisements on this website. Wealth Pilgrim receives compensation from Google for advertising space on this website, but does not control the advertising selection or content. Please do the appropriate research before participating in any third party offers. The information contained in WealthPilgrim.com is for general information or entertainment purposes only and does not constitute professional financial advice. Please contact an independent financial professional for advice regarding your specific situation. Wealth Pilgrim does not provide investment advisory services and is not a registered investment adviser. Neal may provide advisory services through Wealth Resources Group, a registered investment adviser. Wealth Pilgrim and Wealth Resources Group are affiliated companies. In accordance with FTC guidelines, we state that we have a financial relationship with some of the companies mentioned in this website. This may include receiving payments,access to free products and services for product and service reviews and giveaways. Any references to third party products, rates, or websites are subject to change without notice. We do our best to maintain current information, but due to the rapidly changing environment, some information may have changed since it was published. Please do the appropriate research before participating in any third party offers.


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