Articles & Videos
When Can I Actually Afford to Retire? A Framework, not a Magic Number
One of the most common questions people ask is, "When can I afford to retire?" It's a fair question but it's also the wrong one if you're looking for a simple age or dollar amount. Retirement isn't determined by hitting a magic number. It's about whether...
A Pre-Retirement Checklist: What to Do in the Five Years Before You Stop Working
Retirement doesn't begin on your last day of work; it begins with the decisions you make in the years leading up to it. The five years before retirement are one of the most important planning periods. During this time, you can fine-tune your finances,...
College Funding Choices
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.