Many baby boomers who are preparing to retire also play a role in another retirement: their parents’. Perhaps you’ve anticipated caring for an aging parent and already incorporated this transition into your $Lifeline. Or maybe a parent’s sudden...
Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered, truly effective estate planning runs much deeper than just assigning assets and finding a notary. Here are three questions we help...
Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, you may want to reconsider retiring at all––at least in the traditional sense. Many of us don’t like the circumstances we find ourselves...
In the past year and a half, we spent more time at home – and only at home – than we’d ever anticipated. Now that both the pandemic and our collective cabin fever is starting to decline, many folks are reflecting on what lockdowns taught them about their houses and...
The Fourth of July is often a high point of summer, but it’s also the unofficial halfway point. If you’d like to take a break from your backyard before the kids are back in school and the year-end push starts at work, now might be the time to start...
Some would-be entrepreneurs look at a displaced business landscape and see trouble. Others see an opportunity: the chance to become owner and CEO of the company they’ve always wanted to start. If you think that 2021 could be the moment for your dream company to open...