W. Lee Shertzer revisits a timeless book that sparks productive conversations between adult children and their aging parents
How can Seniors protect themselves from the Grinch?
April 25, 2022
Thomas Talbott continues his Grinch series on inflation by suggesting five steps to help you combat inflation without derailing your future.
As inflation persists, Thomas Talbott begins a series on protecting yourself from “the Grinch.”
Retirement Communities: Are They Right for You?
March 30, 2022
Considering your options for retirement? See how retirement communities compare to other living options, including home care.
Using Retirement Accounts to Optimize Charitable Gifting
February 2, 2022
Learn about a simple estate planning tool that can maximize your retirement account’s impact on nonprofits and other beneficiaries.
The Most Common Question I Get About Retirement
September 15, 2021
If you are like most people, you wonder if you will have enough money to retire. Learn the simple equation you can do to estimate your retirement needs today.
Four Crucial Steps in Caring For Aging Parents
September 1, 2021
As your parents age, you may take on more responsibilities in caring for them. Follow these four steps to make sure you balance care without derailing your own future.
Retirement Savings Scorecard
August 25, 2021
Want to know how much you should save for retirement? Use this scorecard to get an idea on recommendations for saving in your 30s through 60s.
Now and Later: More Than Just a Fruity Candy
May 5, 2021
Make sure your financial planning is best suited for both retirement and the season of life you are currently in.
Retirement vs. Financial Independence
March 10, 2021
Instead of focusing on what you are retiring from, consider what are you retiring to? In this article, learn how financial independence can help you prepare for your second half.