Financial Planning Financial planning tools and services to put you on the path to the future you want
Blog Your guide to financial planning and retirement
Community Connect with peers and experts
About Get to know the people behind the company and the mission behind the work
Enterprise Offer financial wellness to the people at the heart of your business
Go beyond your savings and investments. We want to help anyone get confident and achieve financial independence so they can make the most of their money and time.
What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.
September 28, 2023
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.
Here are 9 things you might not know about Medicaid and long term care, and the chances you’ll be on the program in retirement.
Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.
Learn about average home equity and how it impacts your wealth, especially if you are in the lower or middle classes.
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
What will can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to your secure future.
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.
What’s the highest Social Security benefit? Will you qualify? Get easy answers for a wealthier retirement.
Rebalancing is a critical part of any investment strategy. Learn about setting asset allocation targets and the finer points of rebalancing.
Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.
Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others’.
Play should be an important component of both work and retirement. Explore why it’s so important and how to do it more.
One of the happiest ages in life occurs in what many would consider “old age.” Find out which two years will be (or were) your happiest ever.
Some people do a lot more retirement planning than others. Have you done more or less than the average?
Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.
Even a financially secure retirement can come with problems. Explore retirement boredom and what else vexes people about post work freedom.
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
Too many people think that their financial destiny is set and can’t be changed. Find out how a planning mindset improves wealth and security.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
