• Retirement Planning
    Plan for the Phases of Retirement

    Managing your nest egg isn’t one distinctive event – it’s an ongoing process that needs to reflect life’s changes throughout retirement.

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    • Retirement Planning
    Insights from 2020: What We Learned

    Last year, most of us started with the same basic financial goals that are common in every new year: build an emergency fund, pay off debt, continue contributing to a retirement fund and maybe increase income. Nobody realized that 2020, for many of us, might be the “rainy day” for which we’d planned for so long.

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    • Retirement Planning
    How to Navigate the 10 Years Before Retirement

    The decade before you retire is often crunch time for many would-be golden agers. It’s often a last-chance opportunity to fine-tune a plan that can set a successful retirement in motion. Still, many late-stage careerists aren’t sure exactly which steps they should take during those latter years—or how small course corrections can sometimes lead to large lifestyle wins. To get started, consider these four easy-to-enact retirement strategy boosters. 

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    • Retirement Planning
    HOW TO RETIRE EARLY, part 1

    Good-bye nine-to-five, hello golden years.

    It’s never too soon to start saving for retirement but if you want to retire early, you’ll likely have to do some extra planning. That’s because traditional retirement planning advice—namely to save an annual 10 percent of income—may not be enough to fund a longer post-career plan, particularly if a pricey hobby or extensive travel is on the agenda.

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