This past year, we covered topics ranging from inflation and legislative changes to RMDs and asset allocation. Here is an overview.
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.
Surprises on vacation can be stressful. Here’s how to plan ahead so your next trip is memorable in the right ways.
“New Grandparent Syndrome”—and the doting it inspires—is real. Here’s how you can balance generosity with practicality.
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.
How much do you know about inflation? Take our simple quiz to find out, and learn about the factors driving inflation today.
Less restrictive than budgeting, spending plans are a proactive and flexible way to anticipate cash needs in retirement.
You might have assets sitting at the Pennsylvania Treasury that belong to you. All you have to do is claim them.
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.
Could a happy retirement still include working, but only doing the parts of our jobs we enjoy?
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.
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Don’t overlook these benefits.
Are you ready for retirement?
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.
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.
The major components to life expectancy are genetics and lifestyle.
The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
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.
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.
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.
Finding ways to do what you love and setting personal goals can ease the transition from employment to a productive retirement.
Last fall The Washington Post reported 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…
Don’t take shortcuts when calculating your retirement income
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…