Forbes

Here’s a shocking statistic: About 70 percent of financial planning recommendations are never implemented. Why? It might be a direct result of the advisor you work with, or your natural behavioral finance tendencies.

A first look at a major proposed tax bill was just released by the Ways and Means Committee, and it has the power to change a number of things in the retirement planning realm.

If you’re worried about the future stability of Social Security, rest assured, the outlook still looks positive.

Are you training for the long-haul? With today’s longevity, your retirement could span 30-plus years, and how you leverage this gift of time can ultimately affect your overall happiness and fulfillment.

A question our team often faces is, “When should I retire?” And for couples, a follow-up inquiry can also include whether or not that answer should differ from your spouse.

Where you decide to live in retirement should mirror your values, purpose and passions. Just like everything else you surround yourself with, you want your residence to bring fulfillment, but choosing where and what that looks like can be challenging.

Having a checklist to navigate a successful retirement helps provide structure and financial confidence, which is also why we developed our proprietary planning process, the Retire With Purpose Framework. This article, however, provides another perspective, and it’s one you might benefit from reviewing too.

Humans are imperfect. We make mistakes, miss the mark, and often, let emotions get the best of us. This happens in our financial life too, but rest assured, it’s all part of the process.

Should your future living arrangements be included in your full retirement plan? Past Retire With Purpose podcast guest, Steve Parrish, seems to think so.

Society’s preconceived notion that retirement means sitting on your porch, drinking lemonade, and twiddling your thumbs is beyond outdated.

A record number of Americans are retiring. Should you follow suit?

You’ve seen the news headlines and social media posts; Bitcoin is the new hot investment, then Dogecoin and you can’t forget the GameStop debacle. Worth the craze? Chances are, you’ve wondered, and you might have felt a little FOMO (Fear of Missing Out) from sitting on the sidelines, too.