Estate Planning for the Soon-to-Be Retired
Time to start putting an estate plan together? We get advice from an estate planning attorney.
Downsizing Your Stuff When Moving to a Smaller House
These tips can help you figure out what to get rid of and how.
What To Do With Your 401k When You Leave Your Job
Perhaps you’re retiring or maybe just changing jobs.
Before Leaving Adult Children an Inheritance
Discuss these things to avoid potential problems and questions once you’re gone.
You deserve a comfortable retirement.
Whether you’re trying to plan for one or you’re already retired and want to make it even more comfortable, we can help.
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5+ Years Until Retirement
Legal Documents You Need In Your 50s
You may be retired but your finances aren’t. And your lifestyle and credit needs have changed. So you’ll still need to manage your credit card use, but it may be a bit differently than before.
Managing Your 401k In Your 50s
Here are some steps you should take once you reach 50 to maximize the benefits you’ll receive from your 401k when you retire. What you do now could make a big difference in your retirement.
Financial Considerations for People Getting Divorced In Their 50s
Overlooking something important could be devastating both post-divorce and in retirement. Here’s what you need to consider before divorcing after age 50.
Nearly Retired
A Tool to Determine the Best Time to Take Social Security Benefits
It’s an important decision you don’t want to get wrong. You could lose thousands by retiring at the wrong time. Use this tool to get it right.
Retirement Planning FAQs
8 Things to Do In the 4 Years Before You Retire
Don’t go into retirement unprepared. Do these eight things in the 4 years before you retire. These tools can help ensure you achieve your desired retirement.
Retirement Life
How to Enjoy Retirement Without Jeopardizing Your Savings
A frugal retirement does not have to be a boring retirement. Try some of these inexpensive activities to have more fun without spending more!
Your Emergency Fund In Retirement: A Comprehensive Guide
How does retirement affect your need for a rainy day fund? Find out why you’ll still likely need an emergency fund once you’ve retired and how you’ll manage and use it a bit differently than you do pre-retirement.
Part-Time Jobs Ideal for Retirees
If you want more than a hobby to keep busy in retirement, why not work some? We explore part-time jobs that are ideal for retirees, even those who frequently travel.
Struggling to Retire?
You Didn’t Save Enough for Retirement and You’re 55+
Are you 55+ and know that you didn’t save enough for retirement? Perhaps there’s no need to worry. You still have some options for avoiding poverty when you retire if you act now.
How We Retired With Almost No Savings
Wondering how best to stretch a small retirement fund? See how one couple retired with almost no savings. In fact, less than $10k in retirement savings and they’re making it work! Maybe you can retire comfortably, too.
Can a Reverse Mortgage Safely Boost Retirement Income?
Before taking out a reverse mortgage to increase your retirement income, you need to understand how a reverse mortgage works and the pros and cons of getting one. We consult an expert to find out what you need to know and consider.
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