No one is born understanding how Medicare works. And just because friends or family have navigated the system well doesn’t mean you won’t hit a snag. A solid retirement plan includes a good working knowledge of what to expect from Medicare…
If you’re leaving one job and moving to another, or if you’ve lost or quit a job, there’s a decision to make. Should you keep your money in your ex-employer’s r…
Most people think that retirement planning is complicated and time consuming and maybe even futile. Too many people believe that a secure retirement is beyond r…
Managing investments through a bear market takes an alternate strategy that lets you weather the upcoming uncertainty. Few hope to see extraordinary returns in…
According to the Pew Research Center, the oldest members of the Baby Boomer generation came into retirement age in 2011, and for the next 19 years, 10,000 more…
While there are many different reasons people turn to financial advisors during their life, the majority turn to them for one reason: retirement. While most peo…
Using tools like your employer’s 401(k) or automatically taking money out of your paycheck are tried-and-true methods for successful retirement planning. But if…
Prepared for properly, retirement can be a time when well-laid plans come to fruition, providing the financial foundation for a lifestyle of comfort and leisure…
Jacob Lund Fisker is not your typical retiree. He’s certainly not at an age where he could collect Social Security. He’s not in his 60s or his 50s. Jacob isn’t…
In this day and age, just about anything can easily be done online. You can file your taxes, compare rates for a new auto loan or even order groceries to be han…
Your adult children want to help you as you age. However, they need you to be open to giving them details about what’s to come, according to a 2016 Fidelity Inv…
According to the Pew Research Center and the U.S. Census Bureau, Millennials have surpassed Baby Boomers as the largest living generation. There may be a lot of…
It is likely that you have heard of annuities. In fact, if you are already preparing and planning for retirement, you may even have one. But, you may be fuzzy o…
Warren Buffett earned his nickname honestly. The Oracle of Omaha’s success at investing is legendary, and he has ranked among the world’s wealthiest people time…
Have you ever traveled to a place where they speak English, but the people have a heavy accent and a different dialect? You have a vague and slowly formed idea…
It’s fairly common to believe that while a financial scam might happen next door, it certainly won’t happen any closer to home. But unfortunately, it happens ev…
Reaching age 65 once meant collecting a final paycheck. But today, more Americans are trying to delay retirement – working well into the traditional retirement…
End of life planning is often the last thing a pre-retiree wants to do. Also known as advance care planning, it’s not usually a top priority because who wants t…
Retirement withdrawals taxes are important to consider. A tax-efficient strategy for can be the difference between thriving and scraping by. Much has been writt…
A lot of people approach retirement by their own wits. This can be a decent way to plan – nobody knows your finances and hopes for your future as well as you do…
Spiders. Snakes. The dark. Clowns. It’s likely that you have at least one of these fears. However, if you are near retirement age, then what scares you most is…
Saving money is hard enough. No one wants more bills to pay, especially when you’re on a fixed or limited income. But insurance is something of a necessary evil…
While many people ask about how much they need to save for retirement, not as many people ask when to start saving for retirement. However, when you start savin…
Robo-advisors might sound futuristic, but they’re really not as new as they sound. Robo-advisors use the same technology that’s been available to human advisors…
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
