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Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Inherited IRAs? Here is Your Guide to Strategizing Required Withdrawals from Your Account
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
Holiday Gift Guide: Great Financial Wellness and Investment Gifts for Everyone in the Family (Even the Kids)
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
How and Why to Pass on Financial Values to Your Heirs
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for fin…
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
Listen to Steve Chen and Christine Benz discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable…
The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Habits of High Achievers: When to Copy and When to Follow Your Own Path
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.
A Plan for Reliable Lifetime Income Using Bucket and Income Floor Strategies
Take a deep dive into how one retiree is achieving a secure future with guaranteed retirement income. Learn about an income floor and 3 investment buckets.
Think Abundance and Be Grateful: The Secret Mindsets for Building Wealth
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.
10 Reasons Why Talking About Money Can Give You a Better Future
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…
Can an Investment Policy Statement Make You 5 Times Wealthier?
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now…
Heart Health and Your Retirement Well Being
Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.
The Election is Over: Should You Think Any Differently About Your Retirement Plans?
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
8 Ways to Cut Housing Costs for Retirement
It’s not unusual for people to want to cut housing costs, and it’s especially true of older adults who may be looking for ways to retire early or make living on…
Giving Money to Family? Are You Handing Out More or Less than Average?
Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.
The 24 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.
Planning is the Missing Link to True Financial Security
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs…
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