Between industry news and personal experience.

This blog will include tips and information about retirement planning for freelancers, including the different plan options and some tips to help freelancers save for retirement.

This blog is about the many ways our economy and society will change as more and more baby boomers retire.

This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.

This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs.

This blog will explain why some people choose to retire early and the pros and cons of that decision.

Our latest article provides a comprehensive overview of this federal law and its impact on retirement planning.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.

This blog will share helpful, humorous, and insightful quotes about retirement.

A look at some Social Security basics everyone should have in mind as they approach retirement age.

Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.

This blog will discuss education savings programs, including 529 plans and other options.

This blog discusses podcasts that retirees might enjoy, including ones about living in retirement.

Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.

Just because you've retired doesn't mean you have to stop working. However, working income may affect your social security earnings.

Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.

One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.

The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.

How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

You’ve probably been hearing about “The Great Resignation” as more Americans than ever are leaving their jobs. We examine why this is happening in our latest informative article.

Retirement changes everything. Has your money mentality changed with it?