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
Find tips for staying mentally, physically and emotionally healthy and happy as you age.
Life and life after retirement is better when you feel great. And while aging isn’t anyone’s favorite thing in the world, it is getting better all the time. Many are living younger, longer, and better lives than ever before.
Graduation speeches offer great advice for a good life. And, you know what? The guidance can also be relevant to your finances and retirement.
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
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…
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.
The ultimate guide to retirement relocation: 20 best places to retire lists, 6 calculators, and tips to help you find your ideal locale.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Don’t throw money out the window. Explore these 15 east ways to save money on prescription drugs, especially if you are older. Read now!
Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health.
You know diet and exercise can help you live your best life. Have you also developed the social, emotional and financial habits you need to thrive?
Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.
Estimating your longevity with a best life expectancy calculator is a great way to improve your retirement financial and lifestyle projections. Start now!
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
Out of pocket retirement health care costs can be outrageous. Use these 12 surprising tips for a healthier and wealthier retirement.
The advice might be inspiring. But, putting yourself in the mindset of your 80-year-old self might be really important. Find out why…
There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.
Boredom ranks as the biggest retirement problem. Explore this and other common post work issues. Plus, discover 14 creative ways to overcome the ennui.
Think Olympic glory is behind you? You might be surprised by the ages of the oldest Olympians. There are at least a handful of Olympians in their 50s and 60s competing in Tokyo this year. While historically the oldest Olympic athletes have competed in equestrian, sailing and shooting competitions, the average ages are younger this…
Planning retirement? This list might inspire you to include post retirement work. Already retired? You might be choose to return to work.
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.
Heading into retirement can be a difficult in-between-time. Here are 15 ideas for how to thrive as you navigate the transition.
What is it that you fear most about retirement? Do you worry about running out of money? Are you concerned that you might need long term care and won’t be able to afford the costs and that you will become a burden on your family? If you answered yes to either or both of those…
More than 5.5 million people have Alzheimer’s today, and as the baby boomers age, by 2050 that number is projected to triple. Additional research from the Alzheimer’s Association shows that last year millions of family and friends provided 17.7 billion hours of unpaid care — care valued at $220.2 billion — to loved ones with…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.