Financial Wellness
6 Ways a Life Coach Can Improve Your Retirement
You’ve saved money, but are you really ready for retirement? Using a life coach for retirement might sound crazy, but it’s not. While some people prepare for th…
Financial Planning Blog & Retirement Resources
Retirement Planning
The Dismal State of Retirement in 2020: How to Turn Lemons into Lemonade
The retirement outlook has changed drastically since your grandparents, and even parents, retired. In fact, by some measures, retirement might seem as sour as lemons. The Great Recession of 2008-2009 and the Global Pandemic of 2020 have sha…
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Retirement Savings and Investments
The Best Retirement Plans
Best retirement plans, you say? Saving for retirement is not a one-size-fits-all proposition. Whether you use an IRA, a 401(k), one of the many other options or…
Retirement Income
5 Steps for Defining Your Retirement Drawdown Strategy
If you’re reading this, you’re likely someone who: saves money, has built up some assets, and is starting to think about how to create a retirement drawdown str…
Aging Well
What Is Your Medicaid Eligibility?
As we plan our retirement, most of us are concerned about whether or not we will be able to fund out-of-pocket healthcare costs. Medicaid is one option for peop…
Retirement Savings and Investments
Stocks, Funds, Cash, Bonds: What’s the Best Asset Allocation Strategy for Your Retirement?
Figuring out the best asset allocation strategy for your retirement isn’t something you can set-and-forget. Here are some tips on how to update and maintain you…
Retirement Income
Retirement 101: What is Fixed Income?
The term “fixed income” can be confusing. Many adults of all ages have a reasonably steady income, whether from a salaried work position or dependable work at a…
Earning
Avoid These Jobs if You Want to Be Working After Retirement
You have heard it before: “Work in Retirement!” If you want to be financially secure, working after retirement age or working as long as possible before retirem…
Retirement Jobs
Retirement Jobs: 4 Great Opportunities to Work at Home
There are benefits to going to work every day (having a place to go and people to see can keep us engaged in life in meaningful ways). What Work at Home Options…
Retirement Planning
How Much Do I Need to Retire Early? At Age 60? At 55? What About Age 50?
Early retirement might seem like a dream. But it’s one that you can achieve if you plan early and set goals as if your life depends on it. In fact, it does. So,…
Annuities
Is a Tax Sheltered 403(b) Annuity a Good Investment?
If you are an employee at a school, church, hospital, or other non-profit, then you are eligible for a “tax-sheltered annuity,” also known as a 403(b) plan. Don…
Retirement Savings and Investments
Orman, Ramsey, and Other Gurus on How to Save for Retirement
Retirement savings can seem like a very complicated matter. But some of the most well-known and respected financial minds like Suze Orman, David Ramsay, and oth…
Retirement Jobs
Reverse Retirement: Find Out Why So Many Retirees Are Going Back to Work
An astonishing number of retirees “reverse” retirement – they quit their lives of leisure and go back to work either part or full time. Is retirement really not…
Budgeting & Spending
The Biggest Expenses in Retirement
When planning for retirement, it’s important to save enough money to cover the essentials. While a financial planner may discuss earmarking funds to pay for dai…
Annuities
5 Mistakes To Avoid When Shopping for Annuities
Annuities can be a great way to receive a steady income in retirement, but because they are complex financial products, it’s best to do some research before pur…
Annuities
The Best Annuities: What to Look For and Why to Buy Them
While investing a big portion of your retirement savings in the stock market can be a risky decision, putting some of that money into an annuity can help ensure…
Budgeting & Spending
Retirement is All About Spending, And Experts Say You Aren’t Spending Enough
If you are nearing or are already in retirement, you are about to change from being an earner and a saver to being a spender. You spent a lifetime amassing savi…
Retirement Planning
The Importance of a Quarterly Retirement Check In
Figuring out what you are going to do in retirement and how you are going to pay for it is not something you do once and just forget about it. You should plan f…
Aging Well
Loneliness Is as Dangerous as Smoking and Stress
Research shows that feeling lonely is a big risk factor for heart attack, clogged arteries, and stroke. In fact, the dangers of loneliness are on par with obes…
Family and Relationships
Friendships Across Generations: The Powerful Benefits of Younger Pals
You have probably read about the perils of loneliness as you age and how feeling alone can actually reduce your life span by as much as regular smoking does. Ho…
Retirement Jobs
Is Retirement at 65 Ridiculous?
“Retirement at 65 is ridiculous. When I was sixty-five I still had pimples.” – George Burns It seems that George Burns was onto something. More and more older A…
Financial Wellness
Is Your Retirement on FIRE (Financial Independence Retirement Early)?
“FIRE” stands for Financial Independence Retire Early for a group of fired-up young people. In a nutshell, it’s about making some significant lifestyle choices…
Retirement Savings and Investments
Net Unrealized Appreciation (NUA): The Tax Smart Way to Handle Company Stock in a Rollover
If you have company stock in a 401(k), you will want to learn about Net Unrealized Appreciation (NUA) and how to minimize taxes when you rollover these funds to…
Podcast
Podcast: Scott Migliori — A Professional Investor’s Guide to Early Retirement
Episode 42 of the Boldin podcast is an interview with Scott Migliori — the former Chief Investment Officer for U.S. Equities for Allianz Global Investors and a…
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