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I’m 45 with a $200K windfall that I plan to invest. My goal is to retire at 67 with $100K in passive income — should I focus on dividends or growth?

November 3, 2025November 3, 2025
Posted By: admin

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

November 3, 2025November 3, 2025
Posted By: admin

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

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Planning for retirement? Consider these tips from financial advisers

November 3, 2025November 3, 2025
Posted By: admin

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

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How to Plan for Retirement Before You Take the Plunge

November 3, 2025November 3, 2025
Posted By: admin

Experts suggest there is more to a fulfilling retirement than a healthy bank account and that it pays to begin preparing well before the

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3 Reasons to Choose a Medicare Advantage Plan During Open Enrollment

November 3, 2025November 3, 2025
Posted By: admin

Medicare Advantage is an alternative to original Medicare that typically includes drug coverage. Medicare Advantage plans commonly offer extra benefits beyond what original Medicare

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We’re 10 Years From Retirement with $4 million… Will We Ever Have to Dip into it?

November 2, 2025November 2, 2025
Posted By: admin

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

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I’m a Financial Planner: These Are the Seven Tiers of Retirement Well-Being

November 2, 2025November 2, 2025
Posted By: admin

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

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How Fintech Is Redefining Retirement Planning For The Private Markets Era

November 2, 2025November 2, 2025
Posted By: admin

Private credit and fintech innovation are reshaping retirement planning, bringing transparency, access, and new investment options to 401k participants nationwide.

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Are You Saving Enough for Retirement? See How Your Contributions Compare to Others Like You

November 2, 2025November 2, 2025
Posted By: admin

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

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