Financial Planning Blog & Retirement Resources

Podcast: David Blanchett — Guaranteed Income in Retirement

Steve and David discuss retirement income and go over some listener questions

How to Retire Like a European Socialist (and Why You Might Want to)

Europe has 7 of the 10 best places to be retired. Why do they rank highly? How can you emulate them for a secure retirement in the U.S.?

Can I Work and Also Get Social Security Benefits?

Yes, you can get Social Security retirement benefits and work at the same time.

Pursue Dental Care Before You Retire

There’s one important task that you may be forgetting before you retire: pursuing dental care. Learn why and access a full retirement checklist.

American Association of Individual Investor’s Best of the Web

How Reverse Mortgages Work: Do You Agree With the Top 5 Reverse Mortgage Objections?

Given the right information, many seniors may actually find that a reverse mortgage is a good financial decision for their situation.

Reverse Mortgage Limits: The Government Limits How Much Money You Can Get in the First Year

The government-insured reverse mortgage program has undergone major changes in the last few years to better protect borrowers, including one that limits how muc…

How Much Does Long Term Care Insurance Cost? Is It Worth It?

Find real answers about long term care insurance costs, what to look out for and who benefits. Plus, alternative ways to cover these costs.

What is a Donor-Advised Fund?

Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.

Podcast: Mike Piper — Social Security and Tax-Efficient Retirement Planning

Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.

401(k) Fees: Get to Know What You Pay and Reduce the Expense

Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.

The Older You Are, The Greater Your Reverse Mortgage Benefits

Podcast: Renee Schaaf — Past, Present, and Future of Enterprise Retirement Plans

Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group

Jumbo Reverse Mortgage and Proprietary Reverse Mortgage Loans

If you interested in getting money out of your home and your home is worth more than the average, you should know about the jumbo reverse mortgage.

Is a Tiny House the Big Solution for Your Retirement Plan?

Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.

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?

5 Ways to Save for Retirement on a Limited Income

Planning for retirement isn’t a luxury that only the wealthy can afford. In fact, the less we earn the more important our retirement savings becomes to our futu…

Retirement Financial Planning: 5 Ways to Fix Your Retirement Financials

Three in four middle-class Americans will eventually run out of money during retirement, research shows. And when nursing home and home health care costs are fa…

Focus on Health Not Wealth for a Happy Retirement

For many of today’s retirees, health is the most important ingredient for a happy retirement. You might say that they value good health over financial security.…

Retirement Planning: How to Invest Money from an Inheritance

Over their lifetimes, baby boomers are estimated to receive inheritances totaling $8.4 trillion — undoubtedly leaving this generation with the question: What sh…

Expert Interview Series: Multi-Generational Households in Retirement

Have you ever considered living in a multi-generational home? According to the U.S. Census Bureau, a multi-generational family is defined as “those consisting o…

7 Ways to Boost Savings, Retire Early

Saving for retirement sometimes takes a bit of creativity. This is especially true if you’ve spent some time with a devil-may-care attitude and are just now get…

How to Plan Your Retirement: Financial Planning for the Future You Want

It doesn’t matter if you’re just starting out or getting a late start with financial planning for retirement. All of it can look confusing before you have a pla…