Ask the Adviser: How can I Find Fulfillment in Retirement?
In 1986, David Barrett wrote the song titled “One Shining Moment”. This song is now played to wrap up coverage of the NCAA Division I men’s basketball tournament championship game. Highlights…
How to Identify and Avoid Scams: A Guide for Older Adults
Older adults are a targeted group for financial fraud. Here, we discuss common scam types, telltale tactics, and how to protect your wealth proactively.
Downsizing for Retirees: A Practical Guide
Downsizing is an opportunity to embrace a new chapter— with less maintenance, more mobility, and the chance to explore hobbies, travel, or community living.
Are You Overspending in Retirement?
The 4% rule was developed taking economic downturns into account, and it has generally held up well during recent financial crises.
Ask the Adviser: What do I need to know about planning for long-term care?
If needed, long-term care is one of the pricier parts of retirement. But it can be even more expensive without a proper plan in place.
Recapping Market Highlights and Most-Read Articles from 2023
This past year, we covered topics ranging from inflation and legislative changes to RMDs and asset allocation. Here is an overview.
Ask the Adviser: How can I give to my grandkids in a way that supports my own retirement plans?
Assuming you’ve determined that you can contribute financially without hindering your own retirement plans, you should carefully consider how you may be able to help.
Nine Tips for Safer Travel
Surprises on vacation can be stressful. Here’s how to plan ahead so your next trip is memorable in the right ways.
Ask the Adviser: Should I begin making gifts to my new grandchild?
“New Grandparent Syndrome”—and the doting it inspires—is real. Here’s how you can balance generosity with practicality.
Homeownership: The Good, the Bad, and the Expensive
A home is both an asset and a liability. It can be sold like an asset at some point in the future, but there are ongoing expenses that come with homeownership.
The Fundamentals of Inflation and How We Recover
How much do you know about inflation? Take our simple quiz to find out, and learn about the factors driving inflation today.
Every Retiree Needs a Spending Plan: Here’s Where to Start
Less restrictive than budgeting, spending plans are a proactive and flexible way to anticipate cash needs in retirement.
Go On a Treasure Hunt: Claim Back Your Own Assets
You might have assets sitting at the Pennsylvania Treasury that belong to you. All you have to do is claim them.
Beyond Financial Planning: Finding Vibrant Living in Retirement
Finding meaning and purpose after your career is a common concern. Here, we share ideas from “Vibrant Living,” a TV segment about developing a healthy, happy retirement.
Designing the Ideal Retirement: Keep Doing What You Love, Eliminate the Rest
Could a happy retirement still include working, but only doing the parts of our jobs we enjoy?
Are Pennsylvanians Saving Enough for Retirement?
Only 51% of Pennsylvanians have tried to figure out how much they need to save for retirement—and just 31% are satisfied with their current financial condition.
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.
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.
