Tag: Retiree

Is Being a Millionaire a Big Deal Anymore?
A million dollars used to be a big deal in the United States. Friday, May 20, is National Be a Millionaire Day and it’s traditional to “think like a millionaire, act like a millionaire, and hustle and plan to be a millionaire” to commemorate the day.

4 Things to Consider When Choosing a Medicare Plan
Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.

Integrating Your Hobbies into Retirement
Maintaining or starting a hobby in retirement can add expenses to your budget. Before making a big purchase, ask yourself if the emotional ROI tops the financial one.

(Un)married Bliss: Pros and Cons of Marrying Later in Life
Marrying later in life —when you’re more established—requires different considerations. Finances can significantly influence a couple’s decision about which route to take.

Is ESG Investing Right for You?
ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.

Recreating Your Paycheck in Retirement [On-Demand Webinar]
After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings.

Tips to Manage Inflation If You’re Newly Retired
With inflation rates on the rise, it may be difficult to think about leaving the workforce. If you’re considering putting off your retirement until the economy recovers, you’re not alone. But there are steps you can take now to help ease inflation’s impact on your savings.

5 Ways to Prepare for Retirement
Preparing for retirement requires more than just saving – it also involves having a vision and a plan. In this blog, we’ll explore five strategies to help you get ready.

Tax-Smart Retirement Strategies
If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.

Fed Interest Rate Increases Could Reduce Lump-Sum Pension Payments
If you have a pension plan at your job and are considering retiring with a lump-sum distribution in the near future, the Federal Reserve’s planned interest rate increases may make it worth your while to retire sooner.

Using 529 College-Savings Plans to Help Fund Your Grandchildren’s Education
It’s easy for grandparents to spoil their grandchildren with presents, visits, and cash inside birthday cards. But if you want to make a longer-term impact, consider funding 529 college savings accounts.

Planning to See the World as a Retiree
Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.