Planning

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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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.
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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.
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