---
title: Financial Freedom Blog | retirement planning
description: retirement planning | Read Financial Freedom's blog to stay current with personal finance issues that are important for your financial goals.
---
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## [Don't Let These Investing Mistakes Derail Your Retirement Plans](https://info.finfree.com/financial-freedom-blog/dont-let-these-investing-mistakes-derail-your-retirement-plans)
March 15, 2021 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/dont-let-these-investing-mistakes-derail-your-retirement-plans)
Investing in your life for post-retirement is one of the most important things you can do for both yourself and your loved ones. And whether you’re retired, newly retired, or almost retired, knowing\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [Planning is Key for High Net Worth Investors](https://info.finfree.com/financial-freedom-blog/planning-is-key-for-high-net-worth-investors)
February 15, 2021 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/planning-is-key-for-high-net-worth-investors)
High net worth investors need a strategic overarching plan to maximize the value of their portfolio in the months, years, and decades ahead. While a fairly simple game plan for investing may suffice\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [How High Is Your Net Worth?](https://info.finfree.com/financial-freedom-blog/how-high-is-your-net-worth)
January 14, 2021 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/how-high-is-your-net-worth)
For high net worth individuals and families planning is a necessary component that puts them on track to reach their financial goals. Those with a high net worth often work with financial\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [The Special Financial Planning Needs of Millionaires](https://info.finfree.com/financial-freedom-blog/the-special-financial-planning-needs-of-millionaires)
December 14, 2020 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/the-special-financial-planning-needs-of-millionaires)
Do millionaires have special financial planning needs? Yes. Large amounts may be placed in many more types of investments and accounts than those of folks with lesser discretionary income, and these\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [What Does It Mean To Be Wealthy?](https://info.finfree.com/financial-freedom-blog/what-does-it-mean-to-be-wealthy)
November 09, 2020 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/what-does-it-mean-to-be-wealthy)
What does it mean to be wealthy? There’s no shortage of answers, and frankly, it means different things to different people. High net worth retirement planning not only encompasses investments and\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [Asset Allocation and High Net Worth Retirement Planning](https://info.finfree.com/financial-freedom-blog/asset-allocation-and-high-net-worth-retirement-planning)
October 05, 2020 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/asset-allocation-and-high-net-worth-retirement-planning)
Asset allocation decisions are among the most important choices about investment and retirement portfolios facing high net worth (HNW) individuals. (HNW is generally defined as $1 million or more in\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [How High Net Worth Individuals Stay Wealthy](https://info.finfree.com/financial-freedom-blog/how-high-net-worth-individuals-stay-wealthy)
September 21, 2020 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/how-high-net-worth-individuals-stay-wealthy)
High net worth (HNW) individuals are defined as those with liquid assets of $1 million or more. Ever wonder how high net worth retirement planning works or how HNW folks keep that much money? To some\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [Financial Planning Services for High Net Worth Individuals](https://info.finfree.com/financial-freedom-blog/financial-planning-services-for-high-net-worth-individuals)
September 07, 2020 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/financial-planning-services-for-high-net-worth-individuals)
If you’re a high net worth individual, you have the assets in place to facilitate a comfortable retirement. At the same time, there are plenty of potential pitfalls and you will face additional\[…\]
Filed Under: [Comprehensive Financial Planning](https://info.finfree.com/financial-freedom-blog/tag/comprehensive-financial-planning), [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [Top 3 Wealth Preservation Tactics](https://info.finfree.com/financial-freedom-blog/top-3-wealth-preservation-tactics)
August 17, 2020 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/top-3-wealth-preservation-tactics)
Wealth preservation is an essential part of comprehensive financial planning. As the average life span has lengthened in the United States over the last 70 years, people are living longer. As a\[…\]
Filed Under: [Comprehensive Financial Planning](https://info.finfree.com/financial-freedom-blog/tag/comprehensive-financial-planning), [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
## [Should I Convert My Retirement Account to a Roth IRA?](https://info.finfree.com/financial-freedom-blog/should-i-convert-my-retirement-account-to-a-roth-ira)
August 03, 2020 By [ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.](https://info.finfree.com/financial-freedom-blog/author/allen-a-osgood-jr-cfp-b-s-b-a)
[](https://info.finfree.com/financial-freedom-blog/should-i-convert-my-retirement-account-to-a-roth-ira)
As part of your retirement planning, you may be wondering whether you should convert some of your retirement accounts to a Roth Individual Retirement Account (IRA)? It’s possible to convert\[…\]
Filed Under: [retirement planning](https://info.finfree.com/financial-freedom-blog/tag/retirement-planning)
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