Browsing Category
Retirement Planning
FIRE vs. Micro-Retirement: Which Financial Plan Will Help You in the Long Term?
Financial independence doesn't have to follow a single path. Here's how FIRE and micro-retirement compare—and how to choose the one that fits your lifestyle.…
Read More...
Read More...
Avoiding the $500K+ RMD Shock: Essential Tips for Retirees
Required minimum distributions (RMDs) are mandatory annual withdrawals from a retirement account. And if your account has a high balance—say, $500,000 or more—you could have…
Read More...
Read More...
The Affordable Retirement Spot in Tennessee You Haven’t Considered—But Should
Small-town charm, accessible health care, and natural beauty on a budget It may not be the pride of France, but Paris, Tennessee, is still a worthwhile destination—at…
Read More...
Read More...
Americans Reveal the Age They Think is Best for Retirement
Learn why Americans' ideal retirement age often differs from reality A 2025 Pew Research Center survey finds that Americans believe the best age to retire is…
Read More...
Read More...
Laid Off Close to Retirement? Here’s What to Do With Your Money
If you've just been laid off and retirement is around the corner, it may be stressful, especially if you were looking to save more before leaving the workforce. While you…
Read More...
Read More...
The 2025 Guide to Retiring Without Regret
According to the U.S. Census Bureau, more than 55 million Americans, or roughly one-sixth of the population, were age 65 or older in 2020. If you’re among the millions of…
Read More...
Read More...
This Sunny California City Was Ranked a Most Expensive Place To Retire. Here’s What You Should Know
San Diego, Calif., has a well-deserved reputation as one of the most desirable retirement destinations in the United States. Unfortunately, it is also among the country’s…
Read More...
Read More...
Should You Max Out Your 401(k) or IRA First?
When it comes to retirement savings, deciding whether to max out your 401(k) or IRA first can feel like a good problem to have—but it’s one that requires careful planning.…
Read More...
Read More...
What to Look for in a Retirement Community Tour: Questions Most People Forget to Ask
There comes a time in the lives of many older adults when moving to a retirement community becomes more attractive because of the services, support, and amenities they…
Read More...
Read More...
How to Retire When You Own a Business
Business owners have a special opportunity when planning for their financial future—when the time comes to retire, they can sell their business and combine those proceeds…
Read More...
Read More...