Does financial confidence increases as you age? No, it bottoms out in mid life. Get 8 tips for overcoming a mid life crisis and planning a great retirement.
Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.
Tax deferred? Tax free? Tax advantaged? It might sometimes feel a bit taxing to think about the tax implications of a Roth conversion. However, it is probably worth your brain power because a Roth conversion can be tremendously beneficial in the right circumstances. What is a Roth Account? A Roth account is a type of…
Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.
There is no one right way to decide when can i retire. Use these questions to figure out when is right for you.
Doing a Roth conversion — also known as a “backdoor Roth IRA” — is perhaps even more appealing in 2018 than ever before. Why? Low 2018 tax rates. What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This…
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?
Celebrate retirement with a retirement party. Ideas for who to invite, when and where to party, speech ideas, and other ideas & fun stuff.
Downsizing for retirement is a great strategy — especially for those who have not quite saved enough. Get 15 tips for a big exciting move!
Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others’.
Our new logo reflects our mission to help you achieve financial clarity and create a personalized path to the future that you want.
Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop!
If you want to have a good retirement, you need to figure out what that means to you. Do some life planning for retirement, set goals, and use these retirement tips to create a plan that allows you to achieve exactly what you want. What do most of us want? It is usually pretty simple,…
Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.
Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
Far flung locations are some of the best places to retire in the world. Explore a range of 17 surprising retirement destinations.
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 16 easy tips.
Living on Social Security alone really is possible. Get the scoop on 11 ways to make it work for your situation. Read now!
Post pandemic there are unprecedented numbers of people who are quitting their jobs in search of a better work life balance. Why are they rethinking work and what is next for them?
Retirement is not the end. It is the beginning. A restart in fact. Here is a massive list of what to do in retirement.
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.
Here is a guide for how to find lost money — a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3!
Are you leaving money on the table when you retire? The answer is likely a resounding YES! (Whether you realize it or not.) And, that is too bad. You want and need every penny you can muster to fund a secure future. So, it is important to take advantage of every opportunity to make smart…