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Enjoying Retirement
It’s time to enjoy the fruits of your labor. This means more free time with friends, family and hobbies. But don’t cancel plans to meet with your CFP® professional. Keep checking in to tie up loose ends and see if your financial plan is running smoothly.
What’s Next on Your Retiree Bucket List?
A CFP® professional can help you budget for your retiree bucket list. As you plan your retirement activities, it is worth considering that your Go-Go years are the time when you’ll have the most energy and resources to finish bucket list items.
The Latest
User-Friendly Personal Finance Apps for Retirees
Financial apps and automated services are everywhere these days, promising to make life easier and help you make financial decisions. Here are some of the best electronic financial tools for retirees and how you should use them — as well as what’s best left to your human advisor.
Understanding Medicare
Medicare is a valuable source of health insurance for people 65 and older, and for some younger adults with permanent disabilities.
10 Things to Know About Retirement
CFP® professionals share their thoughts on what they wish consumers knew about planning for retirement.
5 Low-Risk Investment Tips Retirees Should Consider for Later-in-Life Income
A CFP® professional can you help you prepare for retirement and protect your financial plan through economic volatility.
How to Recession-Proof Your Retirement Income Plan
Work with a CFP® professional to build your savings, pay off debt and optimize your finances to recession-proof your retirement income plan.
How Do I Help Mom and Dad as They Age? Part I
Just as we need to plan for emergencies, education costs, major purchases and retirement income, we must also prepare for the care for our elderly parents.
8 Ways To Reduce the Tax Bite During Retirement
It’s important to have a plan in place before you retire. But if you’re close to retirement, you can still take advantage of the benefits of tax planning.
4 Steps to Improved Retirement Income Planning
Ensuring you will have enough income in retirement requires careful planning that takes your whole financial situation into consideration.
Living on Investment Income in Retirement: The Role of Risk in the Portfolio
This article looks closely at the role of risk, and what investments make sense in a retirement portfolio designed to mitigate your main risks.