Imagine getting a $200,000 windfall — maybe through an inheritance, lotto winnings or even a lawsuit ruled in your favor. It’s a scenario Devon
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I Asked ChatGPT What the Smartest Retirement Moves Are for People in Their 50s
Your 50s are when retirement planning stops being something you’ll deal with “someday” and becomes something you need to handle right now. I asked
Planning for retirement? Consider these tips from financial advisers
In retirement, you finally have the time to do the things you’ve always wanted to do. So keeping up with your financial health is
How to Plan for Retirement Before You Take the Plunge
Experts suggest there is more to a fulfilling retirement than a healthy bank account and that it pays to begin preparing well before the
3 Reasons to Choose a Medicare Advantage Plan During Open Enrollment
Medicare Advantage is an alternative to original Medicare that typically includes drug coverage. Medicare Advantage plans commonly offer extra benefits beyond what original Medicare
We’re 10 Years From Retirement with $4 million… Will We Ever Have to Dip into it?
It’s a curious trait of human behavior, we sell our time and our health for money, and once we have it, we do all
I’m a Financial Planner: These Are the Seven Tiers of Retirement Well-Being
Let’s apply Maslow’s hierarchy of needs to financial planning to create a guide to ranking financial priorities, from securing income and protection to building
How Fintech Is Redefining Retirement Planning For The Private Markets Era
Private credit and fintech innovation are reshaping retirement planning, bringing transparency, access, and new investment options to 401k participants nationwide.
Are You Saving Enough for Retirement? See How Your Contributions Compare to Others Like You
Middle-class Americans have saved a median of $67,000 for retirement, but almost half admit they simply guessed how much they need. See how your