Taking actions that can help maximize your retirement savings can be a welcome activity any time of year, but you may find working it into your year-end financial review to be a convenient time to take a closer look.
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.
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.
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.
