Happy-retirement
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Retirees, Your Finances Need an Annual Checkup
Financial Planning An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.
By David Rodeck Last updated
Financial Planning -
These Four Traits Lead to More Retirement Savings
Four behavioral traits lead to more retirement savings down the road. Only 10% of workers have all four habits; do you?
By Jacob Schroeder Last updated
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How to Retire at 50 or 55
Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Last updated
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Five Simple Strategies to Ensure a Happy Retirement
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself.
By Romi Savova Published
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Become a Digital Nomad: An Early Retirement Lifestyle
Embrace a digital nomad lifestyle to satisfy your wanderlust. Here are tips from an ultramarathon runner, a professional blogger and a financial planner.
By Jacob Schroeder Published
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America’s Safest and Wealthiest Retirement Towns. How Does Your Town Rank?
Oro Valley, Arizona, takes the top spot as the safest and wealthiest retirement town, while no Florida-based retirement town made the list, survey shows.
By Kathryn Pomroy Published
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How Her Financial Adviser Changed Her Life
Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship.
By Pam Krueger Published
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What Not to Do When Planning Your Retirement
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement.
By Tony Drake, CFP®, Investment Advisor Representative Published
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For a More Secure Retirement, Build in Some 'Safe Money'
To solidify your retirement plan, write it down, reduce your market risk and allocate more safe money into your plan for income.
By Kevin Wade Published