Retirement

Co-Piloting

We all know that it is not uncommon for one spouse to be the primary decision-maker when it comes to managing a couple’s money. But this approach can have consequences. One major consequence is if the spouse with the hold on the couple’s financial situation becomes incapacitated or dies, the other spouse may find themselves […]

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Near or Far

It isn’t always easy to save for retirement, in part because, for many people, it is far enough away that we don’t feel any sense of urgency. One possible solution? Make the future feel closer. You can start this process by asking what future benefit could be provided by choosing where you put your retirement

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Lifespan Variation

An interesting study performed by the Center for Retirement Research at Boston College delved into the concept of lifespan variation, and why it provides valuable information about mortality beyond life expectancy. “It is precisely this uncertainty around the average lifespan that gives rise to “longevity risk” – the possibility of living an unusually long time

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Where did I put it?

All too often when we need to find an important financial document we can’t remember where we put it. Keeping important documents up to date and accessible is essential. Even after you finalize your will and have decided what your financial plans are, there is one more important step to take: organizing those documents, having

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Nickle-and-Dimed

No, you’re probably not imagining it. 69% percent of Americans surveyed by Lending Tree in 2023 reported they’d paid an extra fee when using a credit card for a purchase. A smaller, more recent survey by WalletHub put that figure at 79%, with 85% of the participants saying that credit card charges made them feel

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