Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

The Social Security Administration has announced a significant policy change regarding benefit overpayments, effective March 27, 2025, which may substantially impact Social Security beneficiaries.

During periods of market volatility, it’s easy to feel anxious about your investments. However, stepping back and viewing investing as long-term ownership—much like running a successful business—can provide valuable perspective and confidence.

The FIRE movement redefined retirement by emphasizing aggressive saving and investing. However, many early retirees discovered that financial freedom alone wasn’t enough—navigating the psychological and emotional aspects of retirement proved equally essential.

Many investors fall short of market-level returns because of a misunderstanding of the relationship between risk and return. Higher expected returns typically come with increased short-term volatility. Gaining a historical perspective helps investors to navigate market fluctuations with discipline and informed decision-making.

Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.

It can be difficult to manage the anxiety about providing financial help your adult children. You have to walk a fine line between your desire to help them avoid the struggles you went through versus teaching them financial self-sufficiency.

Discover why Dover, DE, is an ideal retirement destination for tax-conscious retirees. Learn how a fiduciary advisor can help you maximize these advantages.

Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”

While discussing finances with your partner can be a sensitive topic, it doesn’t have to be. In fact, having conversations about financial planning can be informative and even enjoyable, helping couples determine if their financial goals align.

Supporting adult children financially while encouraging their independence is a common parental challenge. The level of support – from monthly assistance to down payments – impacts family relationships and future financial habits.

Federal funding cuts have sparked concerns about job security and financial stability for many, including those not directly reliant on government funds. A proactive approach emphasizes assessing your finances, adjusting your plan, and staying flexible to help protect your financial future.