Financial Planning Blog & Retirement Resources


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Retirement Income

Pros and Cons of a Target-Date Fund

A retirement target-date fund is a  professionally-managed mutual fund that is strategically reallocated over time to achieve both growth and security for your…

Budgeting & Spending

Focus on How Much Will You Spend in Retirement

You may be worried that you have not saved enough for retirement. And the first piece of advice from most financial experts is to tell you to save more! However…

Family and Relationships

Boomerang Kids: Boomers Have a Retirement Problem

Boomerang kids—adult children who return home or rely on parental support—are increasingly preventing baby boomers from reaching retirement, as supporting them…

Housing and Home Equity

Expert Interview Series: The Advantages of Cohousing

Have you ever heard the term “cohousing” and wondered what it means? If you’re preparing for retirement, or if you’re just looking for a change of scenery, coho…

Budgeting & Spending

Should I Buy a New Car or Save for Retirement?

Are you thinking about buying a car? Will you need to buy a car at some point when you are retired? Cars can be a big purchase, and you should think carefully a…

Retirement Planning

When to Retire: How to Make the Right Choice

When to retire.  Getting the answer to this question is — by far — one of the biggest decisions of your life and a choice that can cause a lot of stress.

Retirement Jobs

Is Phased Retirement Right for You?

For retirees, leaving the workforce means leaving a steady paycheck and beginning to tap into retirement savings and benefits. For employers, the demographic sh…

Retirement Savings and Investments

7 Ways to Protect Your Retirement from Investment Frauds

Selling bogus investment products to older Americans is big business: In June 2018, the U.S. Securities and Exchange Commission’s Office of the Investor Advocat…

Retirement Planning

The Psychology of Retirement

You’ve been working for over 40 years and now you’re approaching retirement. You have friends who have retired. Some seem happier than others, and you wonder wh…

Retirement Planning

How to Retire: 5 Steps to a Secure Future

You want to know how to retire. Figuring out the answer to this question can feel overwhelming and sometimes impossible, especially if you are already in your 5…

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