Planning

How Much Money Should We Be Saving?

We are constantly trying to keep up with someone else. But when it comes to saving money, how much should you actually be saving?
Read More

How to ‘save like a girl’ and close the retirement savings gap

Olympic Gold Medalist, Mia Hamm once said: “my coach said I run like a girl. I said if he ran a little faster, he could too.” With that simple statement, she redefined the word “girl” to mean something more encouraging and inspiring than its historical connotation.
Read More

Why you should pay off these 3 debts before you retire

Retirement should be a time to kick back and relax, whether that means traveling the world or staying at home to play with the grandkids. Unfortunately, far too many seniors are spending their golden years worried about their finances-- and debt is a big reason why.
Read More

A retirement checklist: 8 steps to take now

The following steps can help you understand what you should consider as you plan for retirement.
Read More

Inherited an IRA? Understand your distribution options

If you inherit an IRA, you must follow the timing rules for withdrawing money from the IRA or face a stiff penalty. Read further to learn more about your options.
Read More

IRS announces new bigger retirement plan contribution limits for 2019

Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to individual retirement accounts like 401(k) plans, Traditional IRAs and even Roth IRA are part of the annual inflation adjustments made by the IRS. Larger retirement contribution can mean lower tax bill. Not to mention more income in retirement.
Read More

Explore the value of continual payout options when planning for lifetime income in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
Read More

Compare your distribution options in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
Read More

Transforming your retirement assets into income

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
Read More

The 5 best states for retirement in 2018

Several factors that make a state a good place for retirees.
Read More

Here’s what you need to do now if you hope to retire in 2018

Are you ready to retire? If you hope to retire in 2018 there are a few steps you'll need to take before riding off into the sunset.
Read More

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.
Read More

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.
Read More

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.
Read More

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.
Read More

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.
Read More

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.
Read More

How to Prepare for Retirement in Your 50s

The fifth decade of life is a pivotal time in retirement planning and preparation.
Read More

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.
Read More
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:
Read More

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.
Read More
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.
Read More

Retirement by the numbers: See what adds up

We all know saving for retirement matters, but many of us aren’t sure how to go about it. Fortunately, you can take one simple step right now to help make sure you’re prepared.
Read More
Baby Boomer

7 ways baby boomers are the rebels of retirement

If there’s one thing we know about baby boomers—the generation born between 1946 and 1964—it’s that they like to change things up. Now that they’re entering their golden years, boomers are skipping the “early bird special” and doing retirement their way. Here are 7 trends to watch.
Read More