Do You Have an Accurate Vision of Retirement? If You Don’t Know Where You Are Going, It’s Going to Be Hard to Get There.
Retirement is not a date on a calendar; it is a journey that begins before our working career ends.
Tax Implications of Owning a Vacation Home: What Everyone Ought To Know
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Tax Benefits of Continuing Care Retirement Communities
Don’t overlook these benefits.
Seven Sensible Things You Should Do Before Retirement
Are you ready for retirement?
Who Really Wants to be a Millionaire?
Becoming a millionaire doesn’t happen on its own: it takes planning and perseverance. Here are some steps you can take to grow your net worth.
How To Make a Retirement Budget: View Spending From the Top Down and Bottom Up
Some individuals have excellent records and can project what they will need. Many cannot. Here are two methods for gauging what your spending needs might be in retirement.
What is Your Life Expectancy?
The major components to life expectancy are genetics and lifestyle.
More on Implementing the Plan: PHASE 3 of the AGILE Retirement Journey
The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
What is a Money Script?
We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.
Retirement Really is a Journey, Not a Destination
A successful retirement plan starts long before the last day of employment and considers both financial and lifestyle decisions along each individual’s unique journey.
The Biggest Key to a Happy Retirement? Your Health
By exercising regularly, watching what you eat, and getting enough sleep, you can slow the aging process and feel healthier than ever before in retirement.
What is YOUR Purpose in Retirement?
Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.
5 Ways to Save for Retirement…before it’s too late
Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.
RESA & SECURE Act Aim to Help Save for Retirement
Surveys consistently report that about half of all American households are not saving enough for retirement. Lawmakers are acting to address this issue.
7 Steps to Take When You Inherit an IRA
An IRA can be a wonderful account to inherit. However, the rules are complex and errors can be costly. There are some great tax advantages if you handle the inheritance correctly.…
7 Tips for Establishing an Emergency Fund
Building an emergency fund, even by starting out small, can provide pay big benefits when faced with an actual financial crisis.
5 Ways to Close the Retirement Gap and Increase Savings
Last fall The Washington Post reported[1] that 71% of American’s aren’t saving enough for retirement. The article was based on a national survey commissioned by Experian in collaboration with Get Rich…
Retirement Income Calculations: What Many Are Missing
Don’t take shortcuts when calculating your retirement income
How Will You Find Meaning, Identity, and Purpose in Retirement?
Financial planners and most of the financial press tend to focus on the financial aspects of planning for retirement. Are you saving enough money? Will your savings last through the…
How To Calculate a Budget for Your Retirement
How much is enough when planning their retirement?
