Preparing for retirement is not entirely financial. Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement...
This blog will provide tips to help people understand what documents they should keep and what documents they should shred.
January's Retirement Readiness newsletter features important questions to consider when filling your post-retirement days with purpose, choosing a retirement plan that fits your business, the role of traditional and Roth IRAs in your retirement plans, and understanding the importance of insurance.
The September Retirement Readiness newsletter features a focus on women preparing for retirement, gets to the bottom of when you need a will, takes a look at the importance of your Trusted Contact, and asks a loaded question: what can a million dollars buy you?
The August newsletter features info about how the right executor is an important role in your estate planning, a fun video on setting up financial goals for success, a quiz to find out your investment IQ, and...
The July newsletter features a quick video on suggestions to make the most of your investments, activities to keep our brains sharp, a guided retirement route for women, and the impact of your mindset on your portfolio