Budgeting Blog
The Surprising Truth About Retirement Spending (And Why It Should Change How You Plan)
One third of retirees still have all their money after 20 years. The problem is not spending too much in retirement. It is spending too little. Here is what that means for your plan.
What Does It Mean to Be an Executor? What You Need to Know Before You Say Yes
Being named an executor is an honor, but it comes with real legal and financial responsibilities. Here is what you need to know before you say yes.
The One Document Your Family Needs That Most People Never Write
A letter of instruction is the one document most people never write, and the one their family needs most. Here is what it is and how to create one today.
Pension Decisions That Could Affect Your Income for Life: What You Need to Know
If you have a pension, the decisions you make before retirement can permanently affect your monthly income. Here is what you need to know before you choose your payout option.
How to Pass On Your Money Values to the People You Love
The most powerful thing you can pass on is not money. It is the values behind it. Here is how to have the money conversations that build generational wealth.
Your Midyear Estate Planning Checklist (Yes, You Need One Even Now)
Estate planning is not just for the wealthy or the elderly. If you have money or people you love, you need a plan. Here is a simple midyear checklist to get yours in order.
Managing Healthcare Costs Before They Become a Financial Emergency
Healthcare costs are one of the biggest threats to your financial security. Here is how to plan ahead so a medical bill never becomes a financial emergency.