Blog Posts

Am I spending the right amount in retirement?

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate.

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save diligently, FIRE can be an effective path toward living a work-optional lifestyle. In this article, we will discuss what FIRE is and whether or not it may be right for you.

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contributions to retirement plans and access to those funds earmarked for retirement.

The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019.

The sweeping legislation has dozens of significant provisions; here are the major provisions of the new law.

Are you thinking about retirement in the next few years or sooner? Feeling prepared for such a major life transition could help you manage the stress and even look forward to this exciting time. This checklist covers 32 important planning issues to identify and consider for anyone who is about to retire. We’ll look at:

Preparing for retirement is not entirely financial.

Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag.

Here are some non-monetary factors to consider as you prepare for your retirement.