Retirement

How to Choose the Best Retirement Destination for Your Budget and LifestyleHow to Choose the Best Retirement Destination for Your Budget and Lifestyle

How to Choose the Best Retirement Destination for Your Budget and Lifestyle

With 50 states to choose from, there are dozens of options for where to retire in the United States. Think…

4 Steps to Create Your Digital Estate Plan4 Steps to Create Your Digital Estate Plan

4 Steps to Create Your Digital Estate Plan

You may already have an estate plan in place that includes a will, powers of attorney for health and finances…

Life After Work: Finding and Embracing Your IdentityLife After Work: Finding and Embracing Your Identity

Life After Work: Finding and Embracing Your Identity

No matter why you're not working—retirement, career pause, caregiving—there's no one-size-fits-all plan for this phase of life after work. And…

Six Important Dates You Should Be Ready for When Planning for RetirementSix Important Dates You Should Be Ready for When Planning for Retirement

Six Important Dates You Should Be Ready for When Planning for Retirement

As you near retirement, especially in the decade approaching the traditional retirement age of 65, retirement planning doesn't slow or…

22 Most Affordable Places to Retire To in the U.S.22 Most Affordable Places to Retire To in the U.S.

22 Most Affordable Places to Retire To in the U.S.

As you near retirement, you may be thinking about moving to a city with warmer winters, or more affordable housing…

What Is Estate Planning and Why Does It MatterWhat Is Estate Planning and Why Does It Matter

What Is Estate Planning and Why Does It Matter

Estate Planning As you get older, doing some estate planning—or revisiting the estate documents you already have in place—may not…

Retirement Planning Checklist: Everything You Need to DoRetirement Planning Checklist: Everything You Need to Do

Retirement Planning Checklist: Everything You Need to Do

Are you nearing retirement? If so, you’re in good company. In five years, the youngest of the Baby Boomers—the generation…

Retire in Place or Relocate | Which is Right for You?Retire in Place or Relocate | Which is Right for You?

Retire in Place or Relocate | Which is Right for You?

Have you decided to retire, but not yet figured out if you will be staying in place or making a…

50 Best Cities to Retire in the USA, Based on Your Personality50 Best Cities to Retire in the USA, Based on Your Personality

50 Best Cities to Retire in the USA, Based on Your Personality

One of the most glorious aspects of preparing for retirement is the flexibility to choose where you’ll live based on your preferences,…

Seven Ways to Approach Retirement ChallengesSeven Ways to Approach Retirement Challenges

Seven Ways to Approach Retirement Challenges

Shortly after he retired, my friend attended a cocktail party. He had been head of a high profile company in…