Planning

4 Tips That’ll Save Your Retirement

We repeatedly are told to prepare for retirement during our working years.
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Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
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Protect and preserve your income with an emergency fund

When you start thinking about retirement, emergency expenses present a unique challenge.
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These Financial Decisions You Make in Your 20s and 30s Can Make or Break Your Financial Future

Have you ever wondered which life decisions brought you to where you are right now – at this very moment? Or, how your life might be different if you made a few decisions differently along the way?
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What Happens If I Take an Early 401(k) Withdrawal?

The purpose of a 401(k) is to provide retirement income, so the last thing you ever want to do is access that money while you're still working. But if times get tough and you grow desperate for cash, you might be tempted to tap that account early and access the money that's technically yours.
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Retirement Planning for Women

Why Living Longer Means You Have to Save That Much Harder
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2018 Cost of Living Adjustments (COLA) savings limit

Review the new COLA savings limits for 2018
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8 Changes to Social Security in 2018

For 2018, the basic structure of Social Security is the same in terms of how workers are taxed and how benefits are calculated and paid.
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Find your balance: 5 tips to help you pay down debt

Building a healthier financial life, means striking a balance between living for today, while preparing financially for tomorrow.
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Imagine your best retirement: 4 tips to maximize your savings

Building a healthier financial life means striking a balance between living for today, while preparing for tomorrow.
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It’s 5 o’clock somewhere: 5 tips when saving for vacation

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow.
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Big dreams start with small steps: 5 tips when saving for a home

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow. 
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Empty your nest, not your savings: 5 tips when saving for college

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow.
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How to Organize Your Finances When Purchasing a New Car

You think you're ready to buy a new vehicle — perhaps your dream car, truck, or SUV.
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Is Your Retirement Plan Realistic?

Whether you're years away from retirement or are about to leave the workforce for good, it's critical to have a well-thought-out plan in place.
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2 good reasons to claim Social Security at 68

When we think about when to file for Social Security, age 68 doesn't often come to mind. After all, it's not a particularly notable age on the spectrum of when to claim benefits.
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It's different for women in estate planning

The differences between men and women go way beyond the physical - even after passing. Because women typically outlive their counterparts, it is even more crucial for them to educate themselves about estate planning.
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4 Must-Dos Before Retirement

The last thing you want to do is retire and, a few years into it, find yourself scrapping for cash just to make do. Here are a few "to-dos" before you head into retirement.
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How to Prepare for Retirement in Your 50s

The fifth decade of life is a pivotal time in retirement planning and preparation.
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Simple retirement tips… from an 11-year old at an Orange-Aid stand

Our goal is to help people think differently about retirement. And on a nice day in the park, we did just that with an #OrangeAid stand, two crates of oranges, 20 gallons of juice, and a fifth-grader named Savannah who happens to be thinking about retirement already.
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charitable giving

How to make the most of charitable giving

‘Tis the season for giving – and saving, too. If you’ve been planning to donate this year, don’t wait any longer. For tax purposes, you must give by December 31. Here are a few tips on how to make the most of charitable giving this year:
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3 things to consider for making your retirement income last longer

Retiring on a fixed income is common—and it doesn’t have to be a burden. It just takes some planning, which is something you’ve been doing all along to make the most of the money you earn.
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Retirement Happy Place

Find your retirement happy place

According to Forbes, today’s retirees are finding great places to retire all over the map. Whether you want to save on a new home, catch more concerts or even work part-time, we’ve captured some of the best places to live in retirement.
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