Key considerations for an early retirement

For most Americans, retirement represents the ultimate goal, the reward after decades of working, saving and investing. Popular culture often paints a familiar picture, mornings on the golf course, afternoons at the beach and visits with family and friend

Rethinking retirement: Why tax strategy is the missing link in wealth planning

Retirement planning often revolves around accumulating assets — maximizing savings, optimizing investment returns, and aiming for a comfortable lifestyle in later years. But too often, one critical element is sidelined in this process: tax strategy. Ignor

Rethinking retirement: Myths that could derail your future plans

Experience is often a good teacher. However, when approaching retirement, watching the path of others before you may not provide adequate guidance. Retirement has changed greatly in recent decades and yours may be different from what your parents and gran

What role does financial planning play in retirement satisfaction?

The role of planning in retirement satisfaction

Life in retirement may exceed the life of your career. Having a financial plan and a plan for how you plan to spend the next 30+ years has never been more important. People with a plan are significantly more satisfied in retirement.

Why Gen Z is optimistic about retirement

Nine questions all retirees should ask themselves

Have you had “the talk” with your children?

Yours, mine & ours: How couples can prepare for retirement

Entrepreneurship as a retirement lifestyle

What should I do with my time in retirement?