Aging Well
Realistic Expectations: The Key to a Happier Retirement
Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).
Articles by Editorial Team
Retirement Savings and Investments
Generational Investing Trends: What's Normal for Your Age
Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up?
Financial Wellness
Economic Outlook 2025: 9 Developments and Your Finances
Big changes are afoot with the start of 2025. See what’s in store for your bottom line.
Financial Wellness
Best Financial and Retirement Articles from 2024
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future.
Retirement Savings and Investments
The Savings Playbook: How to Prioritize Where You Save
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Annuities
Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life
Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.
Retirement Savings and Investments
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Your brain is not necessarily set up in a way that makes it easy to plan a secure retirement. You have cognitive biases – faulty ways of thinking that are unfor…
Financial Wellness
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future
As the New Year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financ…
Retirement Savings and Investments
Over Saving for Retirement: Lessons from Real People
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.
Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Reverse Mortgages
2023 Reverse Mortgage Lending Limits Increase: More Money for Some Borrowers
The government raised reverse mortgage lending limits to an all time high. Does this mean more money for you? It depends…
Value Your Time
Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G
Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.
Reverse Mortgages
Reverse Mortgage Disadvantages and Advantages: The Full Pros and Cons
For many people, a Reverse Mortgage is a good way to increase financial well-being in retirement – positively affecting quality of life. And while there are num…
Reverse Mortgages
Use a Reverse Mortgage for Purchase of a New Home
Did you know you can use a reverse mortgage for purchase of a new home. Is this the right way to buy into your dream retirement location?
Reverse Mortgages
What is a Reverse Mortgage Line of Credit?
Can a reverse mortgage line of credit give you a more carefree retirement? Get the inside scoop on this somewhat complicated financial strategy.
Reverse Mortgages
The Complete Guide to Reverse Mortgage Interest Rates and Fees
This is the most complete online guide to all of the costs associated with reverse mortgages including reverse mortgage interest rates.
Reverse Mortgages
What to Do About a Reverse Mortgage After Death: Reverse Mortgage Heirs Responsibility
Managing all of the responsibilities of an estate after death can be incredibly stressful. If your family member had a reverse mortgage and you are the heir, it…
Debt
Average Retirement Debt: Older Americans Have More Debt than Ever Before!
One of the greatest threats to retirement today may not be saving too little, but owing too much. According to the Federal Reserve Bank, Boomers (Americans born…
Retirement Planning
Retirement Planning Guide: 8 Steps to a Better Future
ADVERTORIAL Financial planning is probably not on your top ten list for how to spend your time. However, getting your hands around your finances and planning a…
Reverse Mortgages
Reverse Mortgage Disadvantages and Advantages
For many people, a Reverse Mortgage is a good way to increase financial well-being in retirement – positively affecting quality of life. And while there are num…
Reverse Mortgages
Is Tom Selleck Telling the Truth About Reverse Mortgages?
If you watch TV at all, you have seen an ad featuring Tom Selleck talking about reverse mortgages. Is he telling the truth? Get the real scoop here…
Value Your Time
Retired, Abruptly: Here Are the Lessons I Learned
This piece comes from Scott Allen who is now five years into enjoying his retirement and pursuing more active work and service opportunities. My retirement did…
Retirement Planning
You Are Signed Up for 30 Days to a Better Retirement
Please check your inbox now for a verification email. This will confirm your subscription. If it is not in your inbox, check your spam or promotions folder and…
Pensions
Retirement Calculator With Pension: Find the Inputs You Need!
While pensions are not nearly as common as they once were, they are a very important part of the retirement plans for many of society’s most valued workers: tea…
