What can we expect from the proposed changes to the SECURE Act? The final bill will likely offer a little something for everyone, including workers, employers, and retirees. Here are some of the key highlights contained in the House Bill.

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.

One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.

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.

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.

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.

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.

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.

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.

More retirees are heading back to the classroom to pursue a degree, master a new skill, or learn more about their favorite subject. There are many options to choose from and most offer reduced tuition for seniors.

We don’t personally know Tom Brady or what his retirement goals are. But based on what has been in the media, he’s probably experiencing some of the same things the rest of us do when contemplating a major next step in our lives.

Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.