10 Smart Financial Resolutions

We’re now a few weeks into the start of a new year… but it’s not too late for you to implement some meaningful resolutions. In particular, you may want to think about some ways to be more mindful and responsible in the management of your personal finances. There are a...

4 Things to Know About Retirement Spending

A key aspect of retirement planning is anticipating your retirement expenses. Simply put, it’s important to estimate how much money you’ll need to spend once your days in the workforce end. This isn’t necessarily an easy calculation to make: Not only are there many...

What Happens if You Have to Retire Early?

Retirement planning is all about preparing for the future—but of course, even with the most meticulous planning, it’s impossible to predict exactly what the future will hold. For example, you and your retirement planner may decide that you’ll stay in the workforce...

Retirement Planning for Entrepreneurs

In many ways, running your own small business can be freeing. It means you get to set your own agenda, adhere to your own values, and not have to answer to anyone but your customers. That freedom can be a two-edged sword, however, as entrepreneurs don’t always have...

When Should You Claim Social Security?

One of the most common retirement planning questions we receive is the one about Social Security: Is it better to claim Social Security benefits as soon as possible, or to delay? As with most retirement planning questions, the answer isn’t the same across the board....