The final installment of our Financial Checklist for Your 50s series explores insurance, family conversations, finding purpose in retirement, and choosing the right financial planning relationship.
If you read Part 1 of this series, you’ve already started building a solid foundation for retirement. You know it’s time to …
This article is the first in a three-part series designed to help you prepare for retirement during one of the most important decades of your financial life. In Part 1, we'll focus on building the financial foundation—your retirement income, spending, savings, and investments. In Part 2, we'll tackle taxes, Social Security, estate planning, and long-term care. In Part 3, we'll cover insurance, family conversations, finding purpose in retirement, and choosing the right financial advisor.
Is there really a magic retirement number? Learn why successful retirement depends on much more than your account balance and the questions that matter most.
When Marlene’s husband passed away suddenly, she found herself staring at a stack of bills and statements that felt like they were …
When Carol and Jim passed away, their three grown kids—Mark, Lisa, and Sarah—did what many families do in grief: they gathered to …
(Talking to Your Aging Parents About Their Finances—Before It’s a Crisis) Anna’s dad was part of what’s often called The Silent Generation. …
On the surface, this conversation doesn’t sound like it has anything to do with money. But in real life, it almost always …
Are You Actually Retiring Toward the Same Life? Most couples don’t fight about retirement. They assume they’re aligned. They assume they want …
(“You’re NOT an Imposter” Part Two) So many people reached out to me after I published the first “You Are Not an …