Happy Retirement
What You Can Learn From Millennials for a Better Retirement
According to the Pew Research Center and the U.S. Census Bureau, Millennials have surpassed Baby Boomers as the largest living generation. There may be a lot of…
Financial Planning Blog & Retirement Resources
Family and Relationships
Your Adult Children Want to Help With Your Retirement
Your adult children want to help you as you age. However, they need you to be open to giving them details about what’s to come, according to a 2016 Fidelity Investments Family & Finance Study. The study also found that whether you think you…
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Annuities
What a Lifetime Annuity Is and How It Works
It is likely that you have heard of annuities. In fact, if you are already preparing and planning for retirement, you may even have one. But, you may be fuzzy o…
Retirement Planning
Warren Buffett’s Retirement Planning Advice
Warren Buffett earned his nickname honestly. The Oracle of Omaha’s success at investing is legendary, and he has ranked among the world’s wealthiest people time…
Financial Wellness
Money Talks, But Do You Speak the Language?
Have you ever traveled to a place where they speak English, but the people have a heavy accent and a different dialect? You have a vague and slowly formed idea…
Retirement Planning
Seniors Are More Vulnerable Finacial Scams: Here’s What You Can Do
It’s fairly common to believe that while a financial scam might happen next door, it certainly won’t happen any closer to home. But unfortunately, it happens ev…
Lifestyle
9 Tips to Help You Delay Retirement for a Happier and Wealthier Future
Reaching age 65 once meant collecting a final paycheck. But today, more Americans are trying to delay retirement – working well into the traditional retirement…
Estate Planning
3 End of Life Discussions You Must Have
End of life planning is often the last thing a pre-retiree wants to do. Also known as advance care planning, it’s not usually a top priority because who wants t…
Retirement Savings and Investments
Retirement Withdrawals Taxes: How to Pay Less in Taxes and Maximize Income
Retirement withdrawals taxes are important to consider. A tax-efficient strategy for can be the difference between thriving and scraping by. Much has been writt…
Financial Advisors
The Downsides of Working With the Wrong Financial Advisor
A lot of people approach retirement by their own wits. This can be a decent way to plan – nobody knows your finances and hopes for your future as well as you do…
Aging Well
3 Biggest Retirement Fears and How to Beat Them
Spiders. Snakes. The dark. Clowns. It’s likely that you have at least one of these fears. However, if you are near retirement age, then what scares you most is…
Insurance
6 Types of Insurance for a Worry Free Retirement
Saving money is hard enough. No one wants more bills to pay, especially when you’re on a fixed or limited income. But insurance is something of a necessary evil…
Retirement Planning
Is It Ever Too Late (Or Too Early) to Start Saving for Retirement?
While many people ask about how much they need to save for retirement, not as many people ask when to start saving for retirement. However, when you start savin…
Retirement Savings and Investments
Can Robo Advisors Program Wealth into Your Retirement Plan?
Robo-advisors might sound futuristic, but they’re really not as new as they sound. Robo-advisors use the same technology that’s been available to human advisors…
Retirement Planning
The Dismal State of Retirement in 2020: How to Turn Lemons into Lemonade
The retirement outlook has changed drastically since your grandparents, and even parents, retired. In fact, by some measures, retirement might seem as sour as l…
Financial Wellness
6 Ways a Life Coach Can Improve Your Retirement
You’ve saved money, but are you really ready for retirement? Using a life coach for retirement might sound crazy, but it’s not. While some people prepare for th…
Retirement Savings and Investments
The Best Retirement Plans
Best retirement plans, you say? Saving for retirement is not a one-size-fits-all proposition. Whether you use an IRA, a 401(k), one of the many other options or…
Retirement Income
5 Steps for Defining Your Retirement Drawdown Strategy
If you’re reading this, you’re likely someone who: saves money, has built up some assets, and is starting to think about how to create a retirement drawdown str…
Aging Well
What Is Your Medicaid Eligibility?
As we plan our retirement, most of us are concerned about whether or not we will be able to fund out-of-pocket healthcare costs. Medicaid is one option for peop…
Retirement Savings and Investments
Stocks, Funds, Cash, Bonds: What’s the Best Asset Allocation Strategy for Your Retirement?
Figuring out the best asset allocation strategy for your retirement isn’t something you can set-and-forget. Here are some tips on how to update and maintain you…
Retirement Income
Retirement 101: What is Fixed Income?
The term “fixed income” can be confusing. Many adults of all ages have a reasonably steady income, whether from a salaried work position or dependable work at a…
Earning
Avoid These Jobs if You Want to Be Working After Retirement
You have heard it before: “Work in Retirement!” If you want to be financially secure, working after retirement age or working as long as possible before retirem…
Retirement Jobs
Retirement Jobs: 4 Great Opportunities to Work at Home
There are benefits to going to work every day (having a place to go and people to see can keep us engaged in life in meaningful ways). What Work at Home Options…
Retirement Planning
How Much Do I Need to Retire Early? At Age 60? At 55? What About Age 50?
Early retirement might seem like a dream. But it’s one that you can achieve if you plan early and set goals as if your life depends on it. In fact, it does. So,…
Annuities
Is a Tax Sheltered 403(b) Annuity a Good Investment?
If you are an employee at a school, church, hospital, or other non-profit, then you are eligible for a “tax-sheltered annuity,” also known as a 403(b) plan. Don…
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