The average age of marriage is 32—of course, it’s not unusual to see people getting married for the first time in their 20s.1 Though every family is different, spouses tend to bring fewer financial assets and dependents (children…more
People often associate legacy planning with leaving an inheritance to their children and grandchildren. But direct financial gifts aside, there’s something just as valuable you can leave to your family—and that’s the gift of financial literacy. When you…more
Earning income in retirement looks much different than what you were used to during your working years. No longer will you be working in exchange for a paycheck each month, with taxes automatically withheld. Instead, your income will…more
If you’re in your 50s, chances are you’re on the home stretch of your working years and looking ahead to retirement. As you get closer to leaving the workforce, it’s a great time to take stock of your…more
Whether you’re in the run-up to retirement or are already there, you might be considering paying off your mortgage. It may seem like a great idea, but doing so can have a ripple effect that impacts your overall…more
When it comes to saving for the future, there isn’t a one-size-fits-all approach. Every individual is different, and we all have our own unique long-term goals and cash flow realities. As such, one person’s ideal retirement savings target…more