The Financial Impact of the Loss of a Spouse on Your Retirement

The loss of a spouse is life-changing on numerous levels, including your financial planning. The future you saved years for will be different from what you envisioned, but there are financial opportunities to support you after ...

What You Should Know About Setting Up Beneficiaries for Your Accounts

No matter the state of your finances, it’s important to think about what will happen to your accounts if you pass away unexpectedly. After all, this could have a major impact on the well-being of your family. One of the things ...

The Financial Accounts Everyone Should Consider

Diving into the choppy waters of financial planning can feel intimidating, especially when you realize just how many types of accounts there are. Thankfully, many experts agree that there are a few accounts everybody should consider ...

Give Your Retirement Portfolio a Boost

If your retirement portfolio needs a jump, either because you got into the savings game late or because the economic strain of COVID-19 put a dent in your existing savings, you’ve got options. Even if you are between 55 and ...

Give Your Retirement Portfolio a Boost

If your retirement portfolio needs a jump, either because you got into the savings game late or because the economic strain of COVID-19 put a dent in your existing savings, you’ve got options. Even if you are between 55 and ...

When to Crack into Your Retirement Savings Early

While it’s usually best to avoid withdrawing from your retirement funds early, there are a few special situations when it can be advantageous to do so. Discover which scenarios might legitimize this transaction and learn how ...

Should Having Children Change Your Retirement Savings Priorities?

If you have children, chances are you want to help them pay for some portion of their university tuition. Although it might be tempting to focus on building your child’s education fund above your retirement fund, it’s not ...

How to Transfer Retirement Savings If You Die

When people think about retirement, their top concern is usually whether they will have enough money to live comfortably. Unfortunately, though understandably, they often forget about their eventual death, but building retirement ...

Does the 4 Percent Rule Still Work?

If you’re well along the road to retirement, you’ve probably heard about the 4 percent rule in some capacity. This guideline for making withdrawals in retirement has been confirmed through extensive study and practice over ...

Apps That Build Your Savings

Saving money can be a tough task, and to increase your savings effectively you must be focused, determined and willing to make some spending sacrifices. However, saving money in today’s digital age is easier than ever. The growing ...