Balancing Retirement and College Savings
Ultimately, finding the right balance between retirement and college savings requires flexibility. It's important to regularly reassess and adjust the financial plan as circumstances change.
Retirement Planning for Small Business Owners
These tips will help small business owners create a comfortable retirement and take control of their financial future.
Retirement: Should I Pay Off My Mortgage or Sell My Home?
It’s one of those arguments that rarely seem to have a clear-cut winner: Should you pay off your mortgage or sell your home in retirement?The answer, perhaps frustratingly, is that it depends. Homeownership has long been a part of the American dream. Paying off your...
9 Money Tips New Graduates Should Know
This article explores 9 essential money tips that every new graduate should know.
Why Retirees Are Expected to Sell Their Homes in These Cities
By moving houses, the average American over 60 can unlock approximately $100k of home equity. But, where in the US are retirees expected to sell their homes?
Top Retirement Trends for 2023
Surging inflation, market volatility, and a looming recession continue to smash retirement savings accounts and leave older Americans and those saving for their sunset years battered by prices of basic commodities, including food and gas. According to a 2022 study published by Allianz Life, 54 percent...
Retirees Must Be ‘CEOs’ of Their Personal Finances
We have prepared this guide for retirees who want to be the CEO of their personal finances and enjoy the fruits of their labor.
Baby Boomer Retirement Savings: How Do You Stack Up?
Insufficient retirement income paints a gloomy picture for many boomers. Many in this generation have already started to tap into their retirement savings, while the rest still have a few more working years to grow their nest egg.
Saving and Investing Tips
Unlock top saving and investing tips: budgeting, goal setting, retirement accounts, automated savings. Expert advice from David Lerner Associates.
Employees Want More Education with Their Retirement Benefits
Americans’ workplace retirement plans play a key role in their future retirement prospects.