9 Retirement Planning Steps Experts Want You to Take Before You Turn 50

Forty percent of American workers aren’t confident that they have enough money to retire, according to a 2017 study by the Employee Benefit Research Institute. But as is the case with any challenge, the sooner you start preparing, the easier it...
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Do These 5 Things Right Now to Make Sure You Have Enough Money to Retire

For years, financial planners have espoused general formulas for determining the amount of income people will need in retirement. The most popular: the “70% rule,” which suggests that retirees will need to replace just 70% of their preretirement income to...
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How Millennial Leaders Can Create a Realistic Retirement Plan

Millennials might be accused of mindlessly spending their paychecks on avocado toasts and online shopping, yet up to 58% of them are also putting some money away for retirement. That’s the good news. The bad news is that millennial leaders aren’t saving...
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3 Secrets for a Better Retirement in 2018

Retirement, like all life stages, is a work in progress. Whether you’ve been out of the paid workforce for days or decades, there’s always room for tweaks to improve your finances—and your fun quotient. “No matter what step you’re at,...
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Do I Still Need Life Insurance Once I Retire? Your Questions Answered

Do I need life insurance once I retire? Just because you’re retired doesn’t necessarily mean you’re financially sound. The bottom line is this: If you owe someone, love someone, or someone depends on on you financially, you need life insurance. And just because you’re...
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Precisely Follow This Savings Plan and You Can Retire in 15 Years

When you think of retirement, you most likely believe that means working until you’re in your 60’s, but here’s the thing: retirement is a financial number, not a specific age. This means that if you follow the following savings plan, you’ll be able...
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7 Ways Retirement Planning Changes When You’re Single

It can sometimes feel like everything is created with couples in mind — including retirement planning. When every article, tip, and suggestion for retirement starts with the assumption that you are married, you might be forgiven for assuming that retiring...
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4 Financial Planning Essentials to Ease Retirement

When it comes to planning for retirement, it’s easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in the market, and disagreements — even among...
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Life Insurance Can Be a Great Retirement Planning Tool

Life insurance is best known for protecting your client’s family, particularly during their working years when children are younger and financially dependent. The truth is life insurance can offer much more than death benefit protection. It can also help your...
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Why Life Insurance is Essential for Retirement Planning

Many people do not view life insurance as an essential and vital part of a retirement income plan. They see life insurance primarily as a way to protect families from the early loss of a breadwinner during the working years....
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