Financial Planning Blog & Retirement Resources

Creating a Retirement Plan: 19 Reasons to Build Your Own

What can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to a secure future.

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

Write a Retirement Manifesto for the Life You Want

The transition to retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by…

Retirement Business Ideas: 12 Ways to Start a Business After 50

You’ve built a career. Now build something that’s entirely yours. Explore 12 retirement business ideas for starting over after 50.

WEP Repeal: What the Social Security Fairness Act Changed

The Social Security Fairness Act repealed WEP and GPO in 2025. See how much benefits rose, how back pay worked, and what to do if you never applied.

Passive Income for Retirement: 12 Sources to Find the Right Mix

Dividends, annuities, REITs, rental income: 12 passive income sources for retirement, compared by effort, capital needed, and what they pay.

Lunar New Year: Financial Wellness Wisdom from Traditions

Explore how the symbolism behind lunar new year traditions actually creates the right conditions for wealth and security.

Kinder's 3 Questions: Transform Your Financial Plan

George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.

Fire Horse Year: Build Your Wealth in 2026

The Lunar new year starts on Feb. 17. Explore the symbolism of the Fire Horse and how to harness that energy for more wealth in 2026.

Financial Jargon: 15 Terms to Know for Your Plan

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

Talking About Retirement With Your Spouse: 10 Conversations to Have Before You Retire

Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.

Podcast 107: What Happens Next for CalSavers? With Fiona Ma & David Teykaerts

CA State Treasurer Fiona Ma and CalSavers Director David Teykaerts break down how the state is improving retirement access.

Boost Retirement Savings: 12 Ways While You're Working

Consider all the strategies for maximizing saving opportunities while you are working.

7 Dirty Financial Secrets People Keep from Spouses

7 common financial secrets that quietly undermine goals — and how bringing them into the open leads to better decisions and more confidence.

Should You Invest in Crypto for Retirement?

Most advisors who allow crypto cap it at 1% to 5% of a portfolio. See how volatility, RMDs, and estate risk shape the right amount.

The No-Regret Retirement: 16 Ways to Plan for a Life of Freedom and Confidence

A no-regret retirement isn’t about timing or a big bank account. Learn how to plan with clarity and confidence for the life you want.

Aging Parents and Finances: Protect Them and Keep Their Trust

Worried about aging parents and their finances? Learn how to prevent costly mistakes, reduce fraud risk, and plan ahead.

Mandatory Retirement Age: Pros, Cons, and Planning Gaps

Explore why you should break from conventional thinking on retirement ages, particularly the idea of a mandatory retirement age.

Podcast 106: The Automatic Millionaire in an Automated World with David Bach

David Bach joins Steve Chen to discuss The Automatic Millionaire, his IRA Flat Tax idea, RMD delays, retirement spending, and AI in financial planning.

The 4 Mindset Shifts That Unlock Retirement Planning Progress

Here are 4 mindset shifts for overcoming the mental blocks that might be preventing you from retirement planning progress.

Helping investors grow their financial confidence: CEO Spotlight on Steve Chen

Timing Roth Conversions: Should You Convert at the Start of the Year? End? Or, Spread Them Out?

Learn the pros and cons of different Roth conversion timing strategies and how to choose the right approach for your retirement plan.

The Power of Planning: What Great Minds Say

What’s the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective.

8 Reasons Why Financial Resolutions Fail (and What Actually Helps)

Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams.