happy family selfie
How to Create a Meaningful Legacy for Your Loved Ones

on January 4, 2021

Use the right financial planning tools to leave a lasting gift for your family.

woman thinking planning
Retirement Planning at Midlife: 6 Tips for a Secure Future

on January 4, 2021

It’s time to focus your retirement planning once you reach the 40s and beyond.

man relaxing wine retire early
True Story: How One Man Retired by Age 30

on January 1, 2021

Retiring at a young age is possible. Here’s how one man did it.

happy senior couple eating breakfast
The Secret to a Happy Retirement? A Schedule

on December 31, 2020

Using a regular routine can free up time to do what you enjoy during retirement.

Couple retirement unhappy money
5 Ways Your Family Could Ruin Your Retirement

on December 29, 2020

Your family could be one of your biggest hurdles when it comes to saving for retirement.

Grandparents with grandchildren
4 Smart Ways to Help Your Grandchildren Financially

on December 24, 2020

Once you have your own retirement plan in place, you can use these tips to give your grandchildren a financial head start.

Senior woman using checklist and clipboard
Your Year-End Retirement Checklist: Prepare for a Great 2021 and Beyond

on December 24, 2020

As the year winds down, take this time to think about your future.

Woman doing taxes on laptop
10 Year-End Tax Planning Strategies for 2020

on December 21, 2020

2020 has been a wild year — tame your taxes with these tips.

Senior woman counting cash
How Do You Compare? Average Retiree Savings, Home Equity and Other Balances

on December 18, 2020

Find out how your accounts and investments compare with those of most retirees.

older couple reviewing finances confused
Don’t Make These 12 Big Financial Planning Blunders

on December 16, 2020

Effective financial and retirement planning is important, and it can be easy if you know the mistakes to avoid.

Stress free woman with computer and many obligations
How to Use Stress to Create a Happy and Relaxed Retirement

on December 7, 2020

Thinking about retirement can be stressful, but you can use that stress to your advantage.

Warren Buffett
4 Top Retirement Planning Tips from Warren Buffett

on December 3, 2020

Warren Buffett’s success at investing is legendary, and his retirement planning advice works for everyone.

Senior couple
7 Changes Coming to Social Security and Medicare in 2021

on December 1, 2020

Recently, both Social Security and Medicare made some major announcements about benefits for 2021.

Retire abroad
12 Tips for a Great Overseas Retirement

on December 1, 2020

If you have always thought about living in a different country, retirement offers the perfect opportunity to make your dreams a reality.

6 Competing Retirement Investing Goals and How to Balance Them
6 Competing Retirement Investing Goals and How to Balance Them

on November 30, 2020

Balancing your needs for retirement is challenging, but essential. This list can help.

Seniors worried about their financial plans for retirement
How to Resolve the 7 Worst Retirement Mistakes

on November 30, 2020

You can handle all the challenges of retirement, even if you don’t catch them early.

Senior woman preparing for retirement
10 Tips for Building a Retirement Countdown Checklist

on November 24, 2020

If you are marking the days until you can launch the next stage of your life, this checklist is for you.

Bearded man studying investing basics on his tablet
6 Simple Tips for Retirement Investing

on November 20, 2020

Learn some basic concepts that will save you a lot of money and heartache later.

Seniors happily comparing retirement plans on a laptop
The 9 Best Types of Retirement Accounts

on November 19, 2020

Whether you’re self-employed, a small-business owner or a more traditional employee, there are good retirement plan options for you.

6 Tips for a Happy Retirement
6 Tips for a Happy Retirement

on November 18, 2020

They may not be things you hear everywhere — or even want to hear. But they can help make your retirement happier.

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