Aging Well
“To Be” List: A Simpler Way to Set Goals That Stick
A “to be” list differs from a “to do” list by setting goals around who you want to become. Here's how to write your own in four steps.
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Financial Wellness
Non-Financial Retirement Planning: 10 Investments Worth Making
Non-financial retirement planning covers what a portfolio can’t: time, health, purpose, and the people you love. Here are 10 places to start.
Financial Wellness
Financial Mapping: A Roadmap for Your Money and Time
Financial mapping can lead you to better financial decisions and outcomes, turning scattered goals into a plan that holds up against risk.
Retirement Planning
Are You Saving Too Much for Retirement?
Under-saving is a math problem you can still fix. Over-saving can cost years you won’t get back. Here’s how to tell which one you’re doing.
Lifestyle
Retirement Travel Survey: Financially Confident Retirees Worry About Time, Not Money
Boldin surveyed 1,331 retirement savers and found 89% budget for travel costs, versus 58% of other affluent adults. See what the data shows about why.
Financial Wellness
Money Dysmorphia: What It Is, Who Has It, and How to Fix It
Money dysmorphia is a distorted view of your finances, even when the numbers are fine. Here’s how to spot it and what to do about it.
Happy Retirement
How to Find Meaning and Purpose After Retirement
Learn how to find purpose after retirement using mindfulness, ikigai, and other research-backed strategies for feeling fulfilled again.
Lifestyle
The Smart Case for Retiring Earlier Than You Think
Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should.
Financial Wellness
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.
Aging Well
Kinder’s 3 Powerful Questions: Use These to Transform Your Financial Plan — and Your Life
George Kinder’s 3 powerful questions about life are great for anyone planning their future and wanting to ensure meaningful and thoughtful outcomes.
Financial Wellness
Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time?
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Financial Wellness
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Financial Wellness
A Recipe for Financial Success: It’s as Easy as Pumpkin Pie
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Aging Well
Financial Wisdom: What Is the Best Investment?
The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.
Financial Wellness
How Much Money is There in the World and How Much Time? (And, How is That Time Used?)
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
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.
Financial Wellness
What Motivates You? How Financial Motivations Impact Your Decision Making
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Aging Well
Retirement Boredom: One of Many Unexpected Retirement Challenges
From retirement boredom to too much to do, here are the top 9 surprises when you stop working. Plus, 14 ways to overcome the challenges.
Happy Retirement
It’s Time to Play! Why Having Fun is So Important In both Work and Retirement
Play should be an important component of both work and retirement. Explore why it’s so important and how to do it more.
Happy Retirement
101 Things to Do in Retirement: Hobbies, Travel, & Activities
Hobby ideas, travel tips, and part-time work options to help retirees find purpose and meaningfully fill their days.
Financial Wellness
6 Tips for How to Manage Money for Happiness
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.
Happy Retirement
8 of the Most Popular (and Inspiring) Reasons Why People Retire Young
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Financial Wellness
The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.
Earning
How Much is Enough? How to Know if You Are Earning or Saving for Optimal Happiness
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5…
