Retirement Planning

There is a lot to worry about when it comes to your financial security. Focus on what you can control for greater peace of mind.

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.

Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You’ll be surprised by #1.

Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!

As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.

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 are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.

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.)

We really need another word for retirement. We are not withdrawing. Most of us aren’t even stopping work! Here are some alternatives. What do you suggest?

The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.

Steve and Andre discuss “What is Enough” and also touch on a cool tool he built to help people explore relocation and remote work.

In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.

Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!

As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.

Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.

Stagflation is a future possibility. Discover how we might prevent it and what to do if it happens. Read now…

They were wrong. The answer to the question does money buy happens is… yes! In fact, the research is overwhelming. And, there are actually multiple ways to spend to increase happiness. Here are 11 ways to spend money to buy happiness. The following 11 tips are valuable whether you are 75, 65, 55 or 15!…

A recent study found 3 traits to help you achieve a successful retirement. Adopt these maxims to achieve a more secure future.

Get help with your financial plans. Discover 6 free and paid resources. We make planning affordable, available, and understandable.

Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.