6 min read
Ready to save for retirement? 3 steps to opening an IRA
Not quite sure how to start an IRA, or what options are best for you? Here are the steps, considerations, and questions to ensure success.
6 min read
Should we stop working at the same time? 10 retirement questions for couples
There’s no universal retirement age. Talk through these questions with your partner to help determine what retirement timeline suits your needs and lifestyle.
6 min read
Yes, you need a will (and an estate plan, too). Here are 5 things to know.
Want to do everything you can to take care of the people you care about? Then it’s time for both a will and an estate plan.
4 min read
10 essential documents for estate planning success
When you organize your estate planning documents, think beyond a will and life insurance.
3 min read
5 health care records that can help protect your finances
Assembling key health care records can help equip your loved ones with the estate planning tools they need to deal with stressful times.
4 min read
4 steps to creating a retirement income plan that works for you
When it’s time to retire, creating a retirement income paycheck to replace your work paycheck requires careful planning. Here are four steps you can take to turn years of savings into income.
4 min read
Create a will so your assets end up with the people and causes you care about most. We’ve broken down the process into 7 straightforward steps.
4 min read
4 options to pay for long-term care and nursing home costs
The price tags can be high, but a little planning and support can help you prepare for the costs of long-term care.
6 min read
Should I pay off my mortgage with my retirement savings? 4 things to consider
If you’re contemplating paying off your mortgage with your 401(k), these four key considerations may help you make a choice that fits short- and long-term goals.
4 min read
Whether through the snowball method or another strategy, we can help you take control, get ahead of payments, and get closer to living debt free.