Creating an income plan for retirement
As an entrepreneur, Cathy Lee has plenty of experience solving problems and making decisions about what to do with money. When it came to retirement planning, however, that felt like…
How divorce can affect finances for those over age 50
If you are over 50 and going through a separation, you are not alone. In fact, more than one in three divorces in the United States are among couples over…
Divorced? What you need to know about your Social Security options
When couples marry, they dream of building a life together, retiring together and growing old together. Divorce changes plans, alters hopes and dreams, impacts finances and disrupts strategies for retirement.…
Tips for finding emotional balance in the Sandwich Generation
If you’re part of the Sandwich Generation, you may be raising kids, supporting adult children and juggling caregiver responsibilities of aging parents. While this can be incredibly rewarding, the demands…
Married? Know your Social Security benefits and options
While individuals have important decisions to make regarding Social Security, married couples have the most options when it comes to claiming and coordinating benefits. For the purposes of determining benefits,…
Ways to talk about and plan for an inheritance
In 1972, men were the primary or sole earner in 85 percent of opposite-sex marriages, according to the Pew Research Center1. By 2022, that number had shrunk to 55 percent.…
Securing your retirement with a long-term view
When you’re in your 40s and 50s and juggling immediate financial responsibilities — monthly bills, student loans, saving for your child’s college tuition — it can be easy to let…
Retirement plot twists
Even if you've spent decades smartly saving and carefully planning for the future, there may still be still some unexpected twists that could throw your finances—and life—for a loop. When…
5 tips for talking to your family about money
Talking to family members about money may not always be an easy conversation, but it’s an important one. Whether you’re discussing finances with young kids, grown children or your parents,…
Sharing a roof — and money tips — with adult kids and parents
If you’re like many who are part of the Sandwich Generation, you have a busy household, often with children and aging parents or relatives all living under one roof. While…
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