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Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You'll be surprised by #1.
September 22, 2022
Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.
The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.
The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.
The prediction for Social Security cost of living adjustment (COLA) for 2023 is 8.7%. Learn why this might almost feel like enough.
Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.
What is an annuity? An annuity is technically an insurance product, not an investment. Instead of trading money for financial protection from fire, flood or a health emergency, you are trading a lump sum in exchange for guaranteed income payments. The insurance company is taking the risk for downside in financial markets and for you…
Considering an annuity? Don’t make any of these 7 big annuity mistakes. These errors in judgement are common, but easy to avoid.
Explore 8 questions to determine if a lifetime annuity is right for you – your values, goals, and resources.
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!
As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.
Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.
People often mock millennials, but here are 8 useful lessons from the generation about money and planning a secure future.
The retirement crisis is worsening but it doesn’t mean you’ll never retire. Learn how to cope if you haven’t saved enough.
Here is what you need to know about Social Security and working: taxes, penalties, when to start benefits, and when to stop work.
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.
Are you (or a loved one) experiencing retirement depression? Here are 9 ways to get help and overcome this real phenomenon.
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Learn how the “Inflation Reduction Act of 2022” may improve your retirement? (Reduced healthcare costs and inflation reduction.)
Take financial wellness into your own hands and do it yourself retirement planning: easy,
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