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Budgeting for the 4 Financial Phases of Retirement
Different phases call for different strategies If you’re physically healthy and financially prepared, your retirement could last for decades. During that time, it may go through several distinct phases, with changing levels of income and expenses that require...
Retirement: The Best Timing Strategies for Couples
Staggering your retirement date from your spouse may benefit you both Many working couples dream of the day when they can retire and sail off into the sunset together. However, couples should consider whether retiring at the same time is the wise choice. There are...
Your 2022 Tax Brackets vs. 2021 Tax Brackets
The income ranges, adjusted annually for inflation, determine which tax rates apply to you You may be making plans for filing your 2021 income taxes, but in a few short weeks you'll be living in tax year 2022, and tax year 2022 will differ substantially from 2021....
Planning for Retirement: Four Factors to Consider
Planning ahead is one of the best ways to prepare for a comfortable retirement. From keeping track of your savings to adopting strategies for generating income, a thoughtful approach can help you sustain your lifestyle as you move into the next phase of your life....
5 Mistakes Couples Make When Planning for Retirement
Steps you can take to avoid disagreements over spending and much more You've looked forward to retirement for decades — the chance to slow down the pace, to live in a different place, to see parts of the world you've only dreamed of, to spoil the grandkids just a bit....
Financial Independence, Retire Early (FIRE)
What Is Financial Independence, Retire Early (FIRE)? Financial Independence, Retire Early (FIRE) is a movement of people devoted to a program of extreme savings and investment that aims to allow them to retire far earlier than traditional budgets and retirement plans...
In One Year, Pandemic Forced Millions of Workers to Retire Early
Working at 50+ From flight attendants to grocery store managers, older adults made the tough decision to end careers Retirement is supposed to be a happy time, but Lucie Desmond expects there will be tears when her paperwork comes through. Desmond, 62, has been a...
Financial Health
What Is Financial Health? Financial health is a term used to describe the state of one's personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of...
Why Financial Literacy Is So Important
Few are prepared as financial decision-making grows more complex Many consumers have little understanding of finances, how credit works, and the potential hit to financial well-being that poor financial decisions can create for many, many years. In fact, a lack of...
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