Financial Wellness
What is a Recession? And, Will We Have One Soon?
What is a recession? Will we have one? What impact could it have on you? How long do they last? And, find out how how to prepare.
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Earning
Average Retirement Income 2023: How Do You Compare?
Average retirement income 2023– find out how your income compares to averages and get tips for boosting your income. Read now!
Budgeting & Spending
Financial Basics: A Guide to the Habits and Strategies of Spending, Saving, and Investing for a Secure Future
Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a sec…
Financial Wellness
Why Buying a Home is a Smart Financial Decision if You Do it Responsibly
Buying a home could be among the smartest and most impactful things you do in life. Find out why and how to do it responsibly.
Financial Wellness
Saving is Not Enough: Why You Need to Invest
If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.
Financial Wellness
Investing Basics: 14 Simple Strategies for Building Long-Term Wealth
Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.
Aging Well
Life Expectancy Drops in United States, but Not for Everyone
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
Budgeting & Spending
Trying to Gain Financial Control? Here are 4 Straightforward Steps to Feeling Better About Your Money
You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.
Financial Wellness
Want Future Financial Security? It’s All In Your Imagination (Actually)!
Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.
Budgeting & Spending
What is a Recession?
What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.
Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Family and Relationships
The Retirement Calculator for Married Couples (or Any Couple)
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
Budgeting & Spending
18 of the Most Important Lessons from Financial Independence Retire Early (FIRE) Influencers
Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.
Aging Well
Age-Related Financial Vulnerability: Why Making Financial Decisions Might Be More Difficult as You Get Older
All kinds of things happen to our brains and bodies as part of the normal aging process. And while we might prefer to ignore getting old, sometimes it is useful…
Financial Wellness
Take Control of Your Financial Life: 28 Pieces of Real Advice from Real People for Real Wealth and Security
Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.
Planning
Podcast 70: Burton Malkiel and “A Random Walk Down Wall Street” 50 Years Later
Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.
Planning
Big RMD Changes and 11 Other Retirement Planning Headlines from SECURE 2.0 and the Omnibus Spending Bill
There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.
Planning
I Have $1 Million and I Still Can’t Afford to Retire!
Millionaires are nearly as worried as average savers about their retirement. Find out why.
Financial Wellness
3 Psychological Secrets to Coping with Financial Anxiety
Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.
Financial Wellness
Rethink Retirement: 12 Facts and Fictions Worth Understanding for a Better Future
Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.
Planning
29 Early Retirement Tips, Strategies, Tricks, & Hacks
Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.
Financial Wellness
Podcast: Joe Kuhn on the Tools You Need to Decide If It Is Safe to Retire
Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned a…
Financial Wellness
What Are the Real and Perceived Threats to Your Financial Security? What Can You Control?
There is a lot to worry about when it comes to your financial security. Focus on what you can control for greater peace of mind.
Financial Wellness
Worried About the Markets? Run Bear Market Scenarios with the Planner
Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.
