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Articles On:Retirement

February 27, 2025

Should You Airbnb or Vrbo Your Home for Extra Cash?

Adapting your home for a vacation rental for extra cash — whether your whole house, ...

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A woman renting her home to a vacationer for extra cash
February 20, 2025

Ease the Tax Bite When You Tap Retirement Accounts

A key part of retirement planning is knowing how to tap retirement accounts without running ...

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Man on phone and computer researching his retirement accounts and taxes.
February 13, 2025

Paying Off Mortgage Before Retirement

Is it wise to pay off your mortgage before retirement? The experts at Kiplinger offer ...

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Couple on a computer paying off mortgage before retirement
February 11, 2025

Painting: Second Act for Julie Woodford

When Julie Woodford stepped away from a decades-long career as the education director at First ...

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Artist Julie Woodford holding one of her paintings
February 6, 2025

Early Retirement Strategies

Retiring early gives you more time to enjoy life while you’re younger and healthier, but ...

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A multi-racial senior couple enjoying an early retirement
January 30, 2025

Do You Have a Lost 401(k)?

If you need more money for retirement, finding a lost 401(k) may rescue you. Donna ...

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Couple looking concerned at a computer not knowing they have a lost 401(k)
January 20, 2025

An Active or a Peaceful Retirement?

The husband wants a peaceful retirement. His new wife wants to spend his money on ...

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A man in a hammock enjoying a peaceful retirement.
January 16, 2025

The Social Security Fairness Act Will Boost Retirement Benefits for Millions

Question: What is the Social Security Fairness Act, and will I be impacted by this ...

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Senior couple walking down an autumn path happy because of the Social Security Fairness Act
January 13, 2025

Friendship Changes After Retirement

A 30-year friendship has become strained as one friend becomes more self-absorbed. A reader asks ...

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two senior women laughing and having fun on a swing set, demonstrating the value of female friendships. Image by motortion
December 26, 2024

Challenges Facing the US Retirement System

Alicia Munnell, the former founding director of the Center for Retirement Research at Boston College, ...

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Man on computer looking worried because of the challenges facing the US retirement system.
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Care Assessment

No matter where you are on your journey, whether you're dreaming of a more carefree, active lifestyle, considering a downsize, or exploring care options for a loved one; we're here to help. Make a few simple selections, and together, we’ll create a personalized roadmap that fits your wishes, and goals.
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As we grow older, some daily tasks can become a little more challenging. Which activities below would make life easier with a little extra support?
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We’re so sorry that you’re facing this challenge, and want you to know you’re not alone. Please select the scenario that best fits your situation. Choose as many as you need. Together, we’ll find the support you deserve!
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Thank you for answering those quick questions! We’re pulling your customized plan together now. Fill out the form below, and have it conveniently emailed to your inbox. Select submit to skip this step.
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