Retirement

Retirement isn’t the end of productivity, but an evolution – where success is measured not by output but by meaning, purpose, and how fully you live according to your values.

Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.

As 2024 comes to a close, these year-end tasks can help you keep your financial house in order.

What insurance options are available if you retire before age 65? We cover all the things you need to know.

Money left in your 529 plan? Discover smart ways to handle leftover 529 college savings, from supporting other family members’ education to possibly rolling into a Roth IRA.

Planning to retire before age 65? Learn more about your health insurance coverage options available before you’re eligible for Medicare.

Finding your purpose can give more meaning to your later years – yet it often takes a backseat to financial planning. This conversation will inspire you to find purpose in […]

Where you retire can make a big difference in your retirement plan. We share the factors that go into the decision and how the different states stack up for retirees.

Learn why the traditional 4% retirement withdrawal rule may be too conservative and discover how a flexible approach can help optimize your retirement spending strategy.

Learn why many retirees struggle to spend their nest egg and discover strategies to find the right balance between preserving wealth and enjoying retirement fully.

The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every Community Up for Retirement Enhancement […]

Explore key differences between senior living communities and CCRCs, including costs and care levels, to help you make informed decisions about long-term care options.