Financial Planning

From lemonade stands as kids to 401k investments as adults, personal finance has surrounded our lives for as long as we’ve been alive. We all grow up learning the value of a dollar, and that there’s no such thing as...

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The holidays are fast approaching! Whether you’re getting together with family, enjoying some time off, or preparing for the New Year, the holidays are a great time to reflect on the past year. (This can include evaluating your finances as well.) Since thinking about your finances during the holidays might not be ideal, we’ve done the heavy lifting for you and prepared a financial checklist you can use to help you stay on track.

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Getting physically fit takes discipline, effort, and more than a little energy to get to where you want to be. Regularly moving your body and sticking to a fitness plan isn’t easy, and doing so is certainly commendable—and comes with...

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Most people hope to have a healthy retirement account built up by the time they’re ready to sunset their career. Many are making this happen; thirty-five percent of workers have upwards of $100,000 saved up for retirement, while 38% have...

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If you’re making a budget, congrats! For many people, having more money seriously adds to their freedom — and budgeting is a great way of giving yourself as much financial freedom as possible in the future, as well as improving...

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There are many benefits to contributing to a 401k plan: you can catch a break on your taxes, diversify your financial profile, and most importantly, a 401k can help you save up for your sunset years. But before you start...

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Table of Contents Benefits of Working During Retirement Phased Retirement Types of Employment Recommended Jobs for Seniors  Resources for Seniors  Retirement looks different for everyone. Some people dream of playing golf and visiting their grandchildren, while others see it as...

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