Publications, Insights & News

Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.

Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.

Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.

Test your own financial knowledge by reviewing these 5 must-know money basics.

This article will be about the unexpected costs of the RV lifestyle and help educate readers on whether or not this lifestyle makes sense for them financially.

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly slip through our fingers.

“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues.

Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.