Financial Planning Blog & Retirement Resources

6 Strategies to Manage Required Minimum Distributions (RMDs)

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

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…

I Have $1 Million and I Still Can’t Afford to Retire!

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

15 Pros and Cons of Dividend Stocks for Retirement Savings

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

How Gratitude Improves Your Financial Wellness (and Health Too): Happy Thanksgiving!

The holidays are a time to be thankful and practice gratitude. Science says it’s good for your emotional, physical, and financial well being.

3 Psychological Secrets to Coping with Financial Anxiety

Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.

Rethink Retirement: 12 Facts and Fictions Worth Understanding for a Better Future

Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.

29 Early Retirement Tips, Strategies, Tricks, & Hacks

Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.

Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire

Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned a…

11 Bold Tips to Help You Enjoy Retirement: Plan for an Fantastically Happy Future

Only half of retirees actually enjoy retirement. Here are 11 ideas to help you achieve the happiness and fun you want.

Qualified Longevity Annuities Contract: QLAC Pros and Cons

Annuities are certainly not the only solution to being financially prepared for retirement. However, they are a financial strategy you should be aware of.  In f…

What Are the Real and Perceived Threats to Your Financial Security? What Can You Control?

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.

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 Mortgage Disadvantages and Advantages: Your Guide to Reverse Mortgage 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…

Tips for a Snarling Bear Market: Stay Calm, Let the Bear Back Down

Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.

Worried About the Markets? Run Bear Market Scenarios with the Planner

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

Financial Therapy: What is It and Why You Might Benefit from It

The bond between your emotions and money is strong and you are better off if you understand the relationship. Financial therapy can help.

Net Worth Tracking: A Key Habit for a Wealthier and More Secure Future

Discover how to track net worth (current and future). This easy habit will help you be wealthier, more secure and less stressed.

Computerized Investing’s Best of the Web 2016

Boldin: A New Approach to Retirement Planning

Boldin: A Holistic Approach to Retirement Planning

Got A Raise? Invest It In Your 401K

Web’s Best Retirement Income Calculators