Aging Well
How to Make Friends as an Adult: 12 Ways That Work
Feeling stuck on building friendships as an adult? These 12 tactics can help you, and most take little time to try.
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Retirement Planning
Divorce After 50: Pros, Cons, & Financial Impact of ‘Gray Divorce’
Gray divorce now accounts for 36% of people divorcing in the U.S. See the pros and cons of divorce after 50, and how to protect your retirement.
Family and Relationships
If Your Kids Inherited Only Your Financial Habits, Would They Become Wealthier?
Your kids are already inheriting your financial habits, whether you know it or not. Here’s why, and how you can be more intentional about it.
Retirement Savings and Investments
A Guide to Managing Sudden Wealth: Key Financial Considerations
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Family and Relationships
Retirement Planning for Couples: How to Build One Plan
Retirement planning for couples means one plan for two lives. Coordinate retirement dates, Social Security, savings, taxes, and the survivor years.
Retirement Planning
Social Security Optimization Strategies: 15 Tips to Maximize Your Benefits
Delaying Social Security to 70 can add $100,000+ in lifetime benefits. These are the planning strategies that make the biggest difference.
Family and Relationships
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.
Financial Wellness
Back to School: Is College Still Worth the Cost of Tuition?
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
Happy Retirement
When Does Happiness Peak? Probably Later Than You Think
One of the happiest ages in life occurs in what many would consider “old age.” Find out which two years will be (or were) your happiest ever.
Budgeting & Spending
What "Die With Zero" Teaches About Spending in Retirement
Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.
Family and Relationships
The Sandwich Generation: A Tribute to Caregiving Parents
59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.
Family and Relationships
Retirement Planning for Women: 10 Reasons Women Lag Behind
Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up!
Family and Relationships
Cross-Class Friendships: Why Friends with Money Help
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Family and Relationships
Investment Gifts for Everyone in the Family, Kids Included
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
Financial Wellness
How and Why to Pass on Financial Values to Your Heirs
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for fin…
Financial Wellness
10 Reasons Why Talking About Money Can Give You a Better Future
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…
Family and Relationships
Giving Money to Family? How Your Help Compares
Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.
Estate Planning
Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Family and Relationships
Unmarried Seniors Living Together: Pros and Cons
More and more couples over the ages of 60 are favoring cohabitation over marriage. In fact, cohabitation among people over the age of 60 more than quadrupled b…
Estate Planning
Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
Taxes
Is a 529 Plan Right for You? Tax and Estate Benefits
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Family and Relationships
The Retirement Calculator for Married Couples (or Any Couple)
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
Family and Relationships
5 New Books About Living Your Best Life
5 new books offer compelling arguments and strong evidence for surprising habits that will result in a healthier and happier life.
Estate Planning
9 Ways to Help Your Grandchildren Financially
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…
