Creating an estate plan is a key component of achieving financial wellness Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may

You’re finally ready to move up from your rental unit to your own home. Before you start searching for a home, understand how much money you’ll really need. Be prepared

Deciding when to retire and begin collecting Social Security is an important life decision. For some, savings losses may dictate that you delay your retirement plans and continue working, which

Perform this five-point inspection to help keep your retirement plan’s motor running smoothly Just like with a car, it’s a good idea to perform some annual maintenance on your retirement

There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the

Retirement savings isn’t the only financial goal you might want to consider in a lifetime. There are other considerable milestones that you want to take into account as well. When

How to keep up with your goals once you have actually stopped working. Setting your target savings number right is an important part of the retirement planning process, but it’s

For years you’ve focused on your career and saving for retirement. In doing so, you may have lost sight of the big picture of what your ideal retirement would look