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
Your retirement plan is a roadmap to your future, but like all plans, it is likely to evolve and change over time.
The economy will not behave exactly as you have anticipated and your own life and goals will also change over time.
And, the best retirement planning goes way beyond your savings and investments. Numerous other factors like Social Security, when you stop work, your longevity, home equity, debt, taxes, income sources, inflation, spending, healthcare costs, lifestyle choices, and more may actually represent greater value or be more important than your savings with regards to your overall financial wellness.
We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is possible to have too much of a good thing… It’s safe to say that my grandfather is one who saved too much because even though…
Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more year.
As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 12 things you need to do NOW for a secure future.
Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
Your attitude toward anything in life is all based on perspective. If you are worried about retirement, here are 9 tips to help you change your approach.
Planning retirement is complex. We make it easy with this 4 step framework. No jargon, just a useful progression to the future you want.
Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
Demographics and longevity are 2 factors causing financial woes for Social Security and Medicare. Learn if your benefits will be impacted.
Top retirement articles covered averages, happiness, fears, bear markets and more related to achieving a secure future.
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
Worried about running out of money in retirement? There’s good reason to be concerned. Find out how to take action and feel more confident about your future.
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.
If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
When you begin to approach retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.
To retire like an adult, you need a responsible and dependable retirement plan. Use this 10 point checklist to see if your future is secure.
Are you sick and tired of work but aren’t ready for retirement? The sabbatical may be the right answer for your burnout.
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.