Archive for the ‘Retirement’ Category

Behind the Scenes with Kiplinger: How Much You Really Need to Retire

Posted in Community,Retirement
September 19th, 2014 at 9:00 am by Ally

You spend your working years saving for the day you can retire. How much you really need to retire depends on several factors that are unique to your personal finances, expectations and the type of lifestyle you want to enjoy. In this edition of Behind the Scenes with Kiplinger, we discuss what considerations and calculations… read more

Lifelong Learning: College Town Retirement Living

Posted in Community,Retirement
September 13th, 2014 at 10:00 am by Ally

With the baby boomer generation reaching retirement age, the notion of retirement is shifting. A number of boomers are turning away from the traditional idea of retirement as an endless vacation in age-restricted Sunbelt communities. Instead, boomers are seeking a more engaging lifestyle where they can be physically and mentally stimulated, with little desire to… read more

What We Learned: Thriving in the Empty Nest Google Hangout

Posted in Community,Retirement
August 29th, 2014 at 1:56 pm by Ally

Becoming an empty nester is a milestone that comes with both personal and financial impacts. Time and money once earmarked mostly for raising a family is now dedicated to you. Refocusing your finances and reclaiming “you” time during the empty nest years was the focus of our latest Google+ Hangout: Thriving in the Empty Nest,… read more

Empty Nest Financial Planning Checklist

Posted in Community,Products,Retirement
August 23rd, 2014 at 9:00 am by Ally

Many of life’s milestones come with a financial impact. When children grow up and leave the nest, a new chapter of life begins for many parents. The empty nest stage may seem like a time of loss, but it’s also a period of gain. The money once earmarked for your child’s needs and wants is… read more

Take Your Retirement Budget on a Practice Run

Posted in Community,Retirement
April 7th, 2014 at 9:00 am by Ally

If you’re nearing retirement, you’ve likely taken steps to prepare financially for the future. What you plan to do in retirement has a direct effect on your retirement budget. Anticipating your income and expenses in retirement actually comes years before you make the jump. Surprisingly, money isn’t the main consideration when planning your retirement budget.… read more

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