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.
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Family and Relationships
Social Security Strategies: 15 Tips for Making the Best Decisions
Delaying Social Security to 70 can add $100,000+ in lifetime benefits. These are the planning strategies that make the biggest difference.
Estate Planning
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
Divorce After 50: How to Be Sure that “Gray Divorce” Doesn’t Ruin Your Retirement
Gray divorce makes up 36% of U.S. divorces, up from 9% in 1990. See the pros and cons of divorce after 50, and how to protect your retirement.
Budgeting & Spending
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.
Aging Well
You Probably Haven’t Hit Peak Happiness Yet: Find Out When It Will Happen!
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.
Aging Well
What “Die With Zero” Can Teach You About Living (and Retiring) with Purpose and Joy
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
Resilient, Responsible, and Right in the Middle: A Mother’s Day Tribute to the Sandwich Generation (Moms & Dads Caring for Aging Parents and Children)
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 Why You Are Probably Behind and How to Catch Up
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
Retirement for Couples: 10 Essential Planning Conversations for a Happily Ever After
Retirement for couples: Cover these 10 topics to survive retirement with your spouse. Communication is key, especially when it comes to money.
Aging Well
Cross Class Friendships: Why Having Friends with Money is a Good Thing for Long Term Wealth and Security
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
Holiday Gift Guide: Great Financial Wellness and Investment Gifts for Everyone in the Family (Even the Kids)
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
Estate Planning
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…
Family and Relationships
Giving Money to Family? Are You Handing Out More or Less than Average?
Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members.
Aging Well
Making Friends as an Adult: While It Was Never Easy, It Has Gotten Harder, but Is Possible
Feeling stuck on building friendships as an adult? These 12 tactics can help you, and most take little time to try.
Estate Planning
What Happens When You Inherit Money? 7 Ways to Prepare
Inheriting money sets off 3 things fast: taxes, timing rules, and decisions people rush into. Here’s what to expect.
Estate Planning
Average Inheritance: How Much Are Parents Leaving to Heirs?
See figures by trust, education, and wealth tier, from $6,100 for the least wealthy to $2.7 million for the top 1%, plus what it means for your plan.
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
Shack Up and Save? What Are the Financial Advantages and Disadvantages to Marriage Later in Life
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 be…
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!
Family and Relationships
Is a 529 Plan Right for You? Tax and Estate Benefits Are Amplified for Certain Income Brackets
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.
Aging Well
5 New Books with Surprising and Useful Ideas for 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 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)
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…
