Join our live TweetChat, Tuesday, November 11th – Pursuing Your Passions in Retirement

Retirement – you’ve been saving and planning for it for years. So when your diligence has paid off, and retirement is just on the horizon, what’s left to plan? Today, baby boomers are challenging the traditional retirement vision and choosing a fuller and more rewarding second half of life. With the time and money to […]


Quick Retirement Tips from Money Pros

If you’re approaching retirement, you know big financial changes are on the horizon. While attending the 2014 Financial Blogger Conference, we asked today’s top financial bloggers to share their best tip for someone nearing retirement – in 6 seconds or less! In this year’s #6SecondFinance, check out how they finished the statement: “My best financial […]


Behind the Scenes with Kiplinger: How Much You Really Need to Retire [Video]

You spend your working years saving for the day you can retire. How much you really need to retire depends on several factors that are unique to your personal finances, expectations and the type of lifestyle you want to enjoy. In this edition of Behind the Scenes with Kiplinger, we discuss what considerations and calculations […]


Behind the Scenes with Kiplinger: Continuing Care Retirement Communities (CCRCs) [Video]

Continuing care retirement communities have grown a lot more sophisticated in recent years. This isn’t your grandparents’ nursing home! In addition to providing a combination of independent living, assisted living and nursing care, CCRC’s also deliver an active multi-dimensional lifestyle for seniors — with some community amenities comparable to five star resorts. Because the full […]


Clock Ticking Toward 2013 IRA Contribution Deadline

You’re running out of time! If you’re considering making a contribution to a traditional or Roth IRA, you have until April 15 to do so for 2013. IRAs are a great way to save money for retirement and potentially receive a tax deduction at the same time. Only 15% of households saved in any type […]


Pursuing a Passion in Retirement? It May Take More Than Just Savings.

There are endless activities to enjoy in retirement, from traveling the world to spending more quality time at home with family. But deciding what to do in retirement is just one piece of the puzzle. It’s also important to feel confident enough that your financial plan will support the retirement lifestyle you pursue. Recently, Ally […]


How to Achieve an Inspiring Retirement

Who do you want to be when you retire? That might sound like an odd question, considering you spent your working life saving for retirement, probably not planning the second act of life — post work. But have you actually thought about how you want to spend the next 15, 20, maybe even 25+ years […]


Ed Blanco: Discovering Jazz in Retirement

Retirement can be a time of discovery. Perhaps you want to spend your retirement continuing or diving deeper into the hobbies you’ve enjoyed throughout your life. Or maybe you want to learn something completely new. Whatever you do, we believe that a well-planned retirement can be an amazing and inspiring time in life. Ed Blanco, […]


Retirement Income Planning Quiz

Are you saving enough for retirement? Knowing how to save and how much to save will help you prepare for your golden years. Take our quiz to find out how smart you are planning your retirement. [WATU 2]


Tuesday, March 4th – Live TweetChat: Discovering Retirement

How do you envision your retirement? A recent article in USA Today indicates that baby-boomers want to work in retirement and are looking to pursue an active lifestyle. It seems many new retirees are deciding to start their own businesses, give back to the community by volunteering or fulfilling their bucket list with endless adventures. […]

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