Our Blog

Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement.

Cover these 9 topics to survive retirement with your spouse. Communication is key to any good partnership, especially when it comes to money.

No one has a crystal ball, but leading economic indicators as well as unusual and personal economic indicators can help you assess the future and assist in financial decision making and planning.

18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth.

Explore 12 ways to make great passive income for retirement. Get detailed resources for your retirement plan. Read now!

Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.

All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful to know what might happen in the future so we can make better plans now. Researchers have discovered that as we get older, core financial…

Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.

Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.

5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.

Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now…

Set financial goals today to reduce stress. Learn why setting process-oriented as well as short-, medium- and long-term financial goals are critical to your success.

Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.

See the impact of new 2023 and 2033 RMD ages on your projected retirement plans. Your taxes, income, and Roth strategies may have changed.

There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.

(QCDs) are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises. 

Are RMDs desired income or a cost? Either way, preserve wealth with these 6 strategies for minimizing taxes on your withdrawals.

Doing a Roth conversion — also known as a “backdoor Roth IRA” – is perhaps still appealing in 2023. Why? Low 2023 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 is sometimes called a…

Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.

The government raised reverse mortgage lending limits to an all time high. Does this mean more money for you? It depends…

Millionaires are nearly as worried as average savers about their retirement. Find out why.

Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.

Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.