Earning
7 Tips for Getting a Great Part-Time Job in Retirement
Many people are finding that they need to work at least part-time in retirement in order to support themselves. Some people also find that they want to continue…
Financial Planning Blog & Retirement Resources
Retirement Savings and Investments
7 Ways to Protect Your Retirement from Investment Frauds
Selling bogus investment products to older Americans is big business: In June 2018, the U.S. Securities and Exchange Commission’s Office of the Investor Advocate released a report on Elder Financial Exploitation. While they could not make a…
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Retirement Planning
The Psychology of Retirement
You’ve been working for over 40 years and now you’re approaching retirement. You have friends who have retired. Some seem happier than others, and you wonder wh…
Estate Planning
How to Ensure a Meaningful and Long-Lasting Legacy With a Purpose Trust
Preparing for retirement means having a financial plan as well as a good idea for what you want to do during this period of your life. Estate planning has a sim…
Retirement Planning
How to Retire: 5 Steps to a Secure Future
You want to know how to retire. Figuring out the answer to this question can feel overwhelming and sometimes impossible, especially if you are already in your 5…
Family and Relationships
5 Reasons Why Your Loved Ones Could Put Your Retirement at Risk
Saving for retirement can be an incredibly difficult task, especially when your path is filled with hurdles such as job loss, rising inflation, and debt. One ob…
Insurance
7 Ways to Plan for Long-Term Care Costs in Your State
You might not like the idea. You might try to deny the idea. You might convince yourself that you will be the lucky one to stay healthy until your last day. H…
Planning
Retirement Planning at Midlife: 6 Tips for a Secure Future
Financial planning for retirement takes a more focused turn through your midlife years–from your late 40s through your 50s and into your 60s. At midlife, your i…
Family and Relationships
Do You Want a Retirement Job Caring for Your Grandkids?
You spend most of your adult life planning for retirement. You might also spend a lot of time thinking about having grandkids one day. But what you might not pr…
Family and Relationships
Tips to Prepare for an Empty Nest
The life transition of becoming a parent with an empty nest is a life transition that is not often talked about (at least not much as we analyze the impact of o…
Financial Wellness
When to Roll Over Your 401(k) Plan Into an IRA
When you move from one place of employment to another, you’ll probably want to at least give some careful thought to taking the funds in your old 401(k) plan wi…
Budgeting & Spending
Your Guide to a Foolproof Retirement Budget
The Scottish poet Robert Burns famously said, “The best-laid plans of mice and men often go awry.” That’s true about almost everything that you undertake in lif…
Insurance
What Do Lottery Winners and People Near Retirement Have in Common?
Winning the lottery actually has a lot in common with being near retirement age: You can quit working You have finite financial resources at your disposal (Real…
Earning
3 Big Mistakes to Avoid When Working Past Retirement Age
The meaning of retirement continues to evolve. What once signified the end of work now actually means continuing to work, but often in new and different ways. L…
Earning
How to Combat Age Discrimination in the Workplace
While your age should not matter when it comes to jobs, research indicates that age discrimination is a real and measurable thing. This is bad news to the masse…
Planning
8 Tips for Building a Useful Retirement Plan
Everyone knows that they need a retirement plan. But that means different things to different people. Many think of a plan as merely retirement savings. And, wh…
Housing and Home Equity
Most Retirees Think That Staying Put is the Right Move for Retirement
Do thoughts of retirement conjure up images of a moving truck and boxes? Does this image sound stressful? If staying put sounds more appealing, you may be like…
Retirement Savings and Investments
What Is a Roth 401k Plan?
The Roth 401(k) is like a regular 401(k) – only better (at least for a lot of people). The classic 401(k) retirement savings account is largely the same from em…
Earning
Going Back to Work After Retirement: The Good, the Bad, and the Ugly
After a lifetime of working and saving, you’ve finally come to the point where you feel comfortable enough to retire. Though the long-winding path to reach this…
Retirement Planning
3 Steps to a Million Dollar Retirement
You’ve probably read somewhere that you need $1 million in savings in order to retire. While that is not entirely true, we are here to tell you that it is poss…
Retirement Savings and Investments
Retirement 101: What Are Bonds?
Bonds can be a valuable part of your retirement savings. Before investing in bonds, it is important to understand what they are and how they work so that you ca…
Financial Advisors
What Do Financial Advisors Do? (And Do I Need One?)
The best financial advisors offer many benefits to their clients. However, many of us think that they only provide advice on investments to extremely wealthy pe…
Retirement Planning
Make Sure Your Retirement Plan is Ready to Slide into Home Plate
Financial planning for retirement starts sliding into home plate after 50. If you’re lucky, you’ve spent a lifetime preparing for it. You’ve maxed out your tax-…
Earning
How (and Why) to Blog Your Retirement
Some of us retire with a clear purpose in mind. Others of us are anxious to escape the daily grind of work, but we are less sure about how exactly we want to sp…
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