Browsing: Retirement

We’re all looking for a way to save for retirement in hopes of having enough money to spend the last years of our lives in relative…

FIRE, or Financial Independence, Retire Early, is a lifestyle movement that recently took the personal finance world by storm. It encourages you to build a cushy…

Dear Penny, My husband and I are older and got married six years ago. He has three adult children (ages 27 to 39), whom he still…

So, what is an Investment Policy Statement (IPS) and why do you need one? Will it benefit you and your long term financial security? Can it…

Yep. It is time to make a list and check it twice. But this checklist doesn’t have anything to do with gift giving and spending money.…

Baona | E+ | Getty ImagesMore from FA Playbook:Here’s a look at other stories impacting the financial advisor business.Starting in 2025, investors age 60 to 63…

It’s not unusual for people to want to cut housing costs, and it’s especially true of older adults who may be looking for ways to retire…

Being mentally ready for retirement is different from being financially prepared. If you don’t have a solid grasp of your budget and a sound financial plan…

As the dust settles on the U.S. presidential election, it’s a great time to take stock of your financial strategies —especially your retirement plan. Every new…

In my last article, I focused on the Federal Employee Health Benefits (FEHB) program and how it works in retirement. In this article, I’m going to focus…