Budgeting & Spending
Focus on How Much Will You Spend in Retirement
You may be worried that you have not saved enough for retirement. And the first piece of advice from most financial experts is to tell you to save more! However…
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Planning
Preparing for Retirement: 7 Secret Training Tips for a Successful Future
When you hear the phrase “preparing for retirement,” you probably think about savings and budgeting. However, your finances are just one aspect that you need t…
Family and Relationships
Boomerang Kids: Boomers Have a Retirement Problem
Boomerang kids—adult children who return home or rely on parental support—are increasingly preventing baby boomers from reaching retirement, as supporting them…
Financial Wellness
How Much Time Should You Spend On Retirement Financial Planning?
Would you believe some people give retirement financial planning less attention than planning a vacation, choosing a restaurant, or buying a television? It’s a…
Aging Well
Are You Prepared to Live to 86 Years Old? Or Longer?
Chances are you’ll live longer than your parents, and much longer than your parents’ parents lived. While that sounds like a gift at face value, a longer life e…
Budgeting & Spending
Should I Buy a New Car or Save for Retirement?
Are you thinking about buying a car? Will you need to buy a car at some point when you are retired? Cars can be a big purchase, and you should think carefully a…
Retirement Planning
When to Retire: How to Make the Right Choice
When to retire. Getting the answer to this question is — by far — one of the biggest decisions of your life and a choice that can cause a lot of stress.
Retirement Jobs
Is Phased Retirement Right for You?
For retirees, leaving the workforce means leaving a steady paycheck and beginning to tap into retirement savings and benefits. For employers, the demographic sh…
Retirement Planning
The Psychology of Retirement
You’ve been working for over 40 years and now you’re approaching retirement. You have friends who have retired. Some seem happier than others, and you wonder wh…
Retirement Planning
How to Retire: 5 Steps to a Secure Future
You want to know how to retire. Figuring out the answer to this question can feel overwhelming and sometimes impossible, especially if you are already in your 5…
Planning
Retirement Planning at Midlife: 6 Tips for a Secure Future
Financial planning for retirement takes a more focused turn through your midlife years–from your late 40s through your 50s and into your 60s. At midlife, your i…
Family and Relationships
Tips to Prepare for an Empty Nest
The life transition of becoming a parent with an empty nest is a life transition that is not often talked about (at least not much as we analyze the impact of o…
Budgeting & Spending
Your Guide to a Foolproof Retirement Budget
The Scottish poet Robert Burns famously said, “The best-laid plans of mice and men often go awry.” That’s true about almost everything that you undertake in lif…
Insurance
What Do Lottery Winners and People Near Retirement Have in Common?
Winning the lottery actually has a lot in common with being near retirement age: You can quit working You have finite financial resources at your disposal (Real…
Planning
8 Tips for Building a Useful Retirement Plan
Everyone knows that they need a retirement plan. But that means different things to different people. Many think of a plan as merely retirement savings. And, wh…
Housing and Home Equity
Most Retirees Think That Staying Put is the Right Move for Retirement
Do thoughts of retirement conjure up images of a moving truck and boxes? Does this image sound stressful? If staying put sounds more appealing, you may be like…
Retirement Planning
3 Steps to a Million Dollar Retirement
You’ve probably read somewhere that you need $1 million in savings in order to retire. While that is not entirely true, we are here to tell you that it is poss…
Retirement Planning
Make Sure Your Retirement Plan is Ready to Slide into Home Plate
Financial planning for retirement starts sliding into home plate after 50. If you’re lucky, you’ve spent a lifetime preparing for it. You’ve maxed out your tax-…
Retirement Planning
How Real People Achieve a Secure Retirement and How You Can Too
Most people think that retirement planning is complicated and time consuming and maybe even futile. Too many people believe that a secure retirement is beyond r…
Retirement Planning
Baby Boomers Retiring: The Big Difficulties Facing This Generation
According to the Pew Research Center, the oldest members of the Baby Boomer generation came into retirement age in 2011, and for the next 19 years, 10,000 more…
Financial Wellness
Retired at 30: A True Story of Saving for Retirement
Jacob Lund Fisker is not your typical retiree. He’s certainly not at an age where he could collect Social Security. He’s not in his 60s or his 50s. Jacob isn’t…
Retirement Planning
6 Reasons to Beware of the Simple Retirement Calculator
In this day and age, just about anything can easily be done online. You can file your taxes, compare rates for a new auto loan or even order groceries to be han…
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…
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…
