How to Use Simple Lists to Set Better Goals & Make Smarter Financial Choices

How to Use Simple Lists to Set Better Goals & Make Smarter Financial Choices

What’s your success rate with your financial goals? How often are you accomplishing them — and how often do you let yourself down?

If you’re like most folks, you don’t have the best track record.

A lack of willpower or forces out of your control, like getting sick, could be to blame. But we can also fall short of our goals when we don’t set the right objectives for ourselves — and when we don’t have a great plan for achieving them. That can be frustrating and make it feel like we aren’t making any progress. And we can easily break free of that just by looking at a basic list of goals.

How to Select the Ideal Place to Retire

How to Select the Ideal Place to Retire

Wherever you choose to retire, the reality is that you’re not bound to stay there forever — and there can be some very good reasons to relocate as you enter different phases of your retirement. If you know what to consider when it’s time to make a move, you can make a more informed decision and a much better choice.

Most Folks Get 46% on This Simple Financial Literacy Quiz. Will You Do Better?

Most Folks Get 46% on This Simple Financial Literacy Quiz. Will You Do Better?

A battle of the generations is ON. And it’s time to pick your horse in this race. This is a battle between Gen Z, Millennials, Gen X, and Boomers — and it’s over financial knowledge. Which generation knows the most versus the least about basic finance?

How Far Could $1 Million Go in Retirement?

How Far Could $1 Million Go in Retirement?

A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live comfortably during your golden years. If you retired with $1 million in 1970, you probably wouldn’t have to worry about your nest egg running out, even with a lavish lifestyle. It would be like retiring with over $7.8 million today.1 Retire with $1 million in the ’80s, and it would be like retiring with over $3.7 million in 2023. And in 1990? A cool $1 million would go twice as far as it does these days.1

Clearly, $1 million doesn’t go as far as it used to. Just how far will it go these days?

Break Through the Clutter! How to Spring Clean Your Financial House

Break Through the Clutter! How to Spring Clean Your Financial House

Where do you keep your most important financial records and documents? Do you know exactly where everything is? Those may sound like silly or simple questions, but the reality is it can be challenging for any of us to keep track of everything in our financial lives. And it can be really easy for clutter to build up — especially if we’re ignoring it.