How to Create a Retirement Budget
You did it. You worked hard, planned ahead, and set aside money over the years to be able to retire. Congratulations! Now, the goal is to stay retired—which is sometimes easier said than done. We’ve talked to lots of people who retired but then had to unretire because they didn’t plan well and ran out of money. Talk about…
Read MoreCaring for Aging Parents: A Millennial’s Guide to Planning & Conversations
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the number of Americans aged 65 and older has increased by 38% and is projected to reach 82 million by 2050. As our nation ages, many millennials are stepping into a new and complex role—caring for aging parents while managing…
Read More10 Money Tips for Millennial Newlyweds
Money is often cited as one of the biggest sources of stress in a marriage—and for good reason. A recent survey found that 35% of couples, including many millennials, say financial issues cause tension in their relationship. In fact, financial problems are among the top reasons marriages fail.1,2 But it doesn’t have to be that…
Read MoreWhere Do I Invest After I’ve Maxed Out My 401(k)?
If you’re maxing out your 401(k), that means you’re contributing the maximum amount allowed to your workplace retirement plan. In other words, you’re making huge strides in building wealth for your future! You’re laser-focused, you’ve set your financial goals, and you’re working hard toward them—that’s a great accomplishment. Go ahead, take yourself out for a steak dinner…
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