Reviewing your budget, expenses, and overall financial plan yearly can help determine if your money management practices are on track or could use a tune-up. Use this checklist to help conduct an annual financial checkup and monitor your progress from last year.
Your retirement is a time for peace and calm, but you don’t have to wait until your golden years to find relaxation. Achieving work-life balance before you retire can help you stay healthy both mentally and physically.
Talking about financial planning can sometimes make people feel uncomfortable, but meeting with your spouse, children, or grandchildren to discuss financial decisions can better prepare your family for the future.
If you’re like most people, you'll want some advice on how to make sure your money lasts as long as you do (or longer!) You can find advice from a variety of places and at different price points.
On the surface, life insurance may seem fairly simple and straightforward—it can provide financial support to your family and loved ones should you pass away. Permanent life insurance comes in many forms, with each product type having its own benefits.
Do you lack confidence in your retirement goals? You aren’t alone. 41% of participants in the recent North American survey gave themselves a ‘C’ or lower on retirement planning.
Even if you feel financially prepared for life as a retiree, it’s important to follow good money management practices and make adjustments to your budget and financial plan as your needs change. To help you maintain your financial health as a retiree, here are some money moves you could make once you enter retirement.
Many of us are feeling the effects of the COVID-19 global pandemic, especially when it comes to managing our finances. We recently surveyed hundreds of consumers about how COVID-19 has impacted their money. Nearly half of the respondents agreed that the pandemic has influenced the way they handle their finances and how they save for the future.
Today, women are seeking more ways to empower themselves financially. They could be taking ownership of money matters, seeking to find answers to tough questions, and making smart moves to help them define their financial future.
When you retire, you probably expect the expenses in your golden years to be covered by your savings, investments, Social Security, and Medicare. But the transition may not be that simple. Here are a few expenses you may not expect in your golden years.
