Social Security: For Some, Early Claiming is Better
You've probably heard that waiting until age 70 to claim Social Security is the smartest move. After all, it can increase your monthly benefit and help guard against the risk of outliving your money. But what if you’re not at risk of running out?
10 Sources of Emergency Cash, Ranked from Best to Worst
Life will throw you curveballs—whether it’s a surprise medical bill, urgent home repair, or family emergency.
Giving Advice
How much should you leave your kids? It’s a simple question with no easy answer—and perhaps one of the most emotionally charged and complex decisions in retirement planning.
How to Pay for Long-Term Care
It’s a stark reality: Seven in 10 of us will need some form of long-term care in our lifetimes. However, many retirees are not financially prepared for what can be an emotionally and financially taxing chapter.
What Now? An Investor’s To-Do List for Chaotic Markets
If you’re feeling uneasy right now, it’s natural. When the headlines shout about volatility, tariffs, and a recession, even the most seasoned investors can find themselves glued to the news.
The “Asset Location” Dilemma: Tax Strategy or Tax Trap?
When it comes to a comprehensive retirement plan, dotting every “i” and crossing every "t” counts.
Beautiful vs. Practical Advice
Have you ever admired something from afar—a house, a car, etc.—only to discover it wouldn’t actually work for your life?
Good News: Happiness isn’t Everything
In a world that often equates happiness with success, it’s easy to feel like you’re falling short if you’re not constantly chasing that elusive feeling of joy.
3 Levels of Retirement Readiness: Where Do You Stand?
Retirement goes far beyond simply quitting your job—it’s a major life transition.
The Golden Window: A Top Tax Strategy for the Right Retirees
Your “Golden Window” of retirement includes the critical years between when Social Security and required minimum distributions (RMDs) begin.
A Lesson on Purpose from Lebron James
LeBron’s greatest achievement isn’t just his records—it’s his unwavering commitment to his purpose.
Longevity and Meaning
We are living longer than ever before. But what’s the point of a long life if it isn’t filled with meaning?