Expand Your Circle in Retirement

Expand Your Circle in Retirement

When you picture retirement, you probably think of freedom. With more time and fewer obligations, you finally have the chance to relax. What many don’t expect, though, is how retirement changes your social life. The people you saw every day…coworkers, clients, even your favorite barista…may no longer be part of your regular routine.

Now is a Good Time to Teach Kids About Finance

Now is a Good Time to Teach Kids About Finance

Kids often know a lot more about what's going on in the world than we realize, even if they don't have a handle on all the details. Any child old enough to log onto YouTube has probably seen a few eye-grabbing video thumbnails or headlines about the economy in the past few weeks, or heard grown-ups grumbling about the markets, rising grocery bills, and Tax Day.

What Is a Trump Account, and Should You Open One for Your Child?

What Is a Trump Account, and Should You Open One for Your Child?

If you're a parent or grandparent reviewing child savings account options, you've probably heard about Trump Accounts. Created under the One Big Beautiful Bill Act and signed into law in July 2025, they're a new federal investment vehicle for children, with a notable hook: a $1,000 government seed deposit for eligible newborns.5 The question worth asking is whether one belongs in your family's financial picture.

Eleven Smart Moves to Make Your Money Last in Retirement

Eleven Smart Moves to Make Your Money Last in Retirement

Retirement

Financial advisers will tell you that the most telling -- and risky -- years of your retirement are the five before you leave the 9-to-5 world, and the five after you have forsaken a steady paycheck and learn to live on Social Security, perhaps a pension, and a lifetime of wealth accumulation through a retirement plan. Indeed, making your money last as long as you and your spouse do consistently shows up as the biggest worry among folks approaching or in retirement.