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Are Prepaid Funeral Plans a Good Idea?

Planning for your own passing can be a difficult process. Estate planning is a key part of any comprehensive retirement plan. But it’s easy to overloo...

New Book Release - Retirement Secrets: Keys to Retiring Happy, Healthy, & Free

We’re thrilled to announce, Retirement Secrets is here! After much hard work and a bit of delay (thanks coronavirus!) Retirement Secrets: Keys to Reti...

Find Your Financial Bearings - Why You Need a Financial Plan for Retirement

There are plenty of reasons people avoid financial planning. If you’re like many, you wave it off as overwhelming, complex, or boring. Maybe you think...

Financial Freedom: How Women are Changing the World

March is Women’s History Month, which recognizes and celebrates female contributions to society. While it’s a time to look back at everything women ha...

How Grandparents Can Help Pay for College Without Spoiling Their Retirement Savings

Many grandparents dream of helping their grandkids pay for their college education. Finding the money to send one or more grandchildren to an institut...

Four Key Steps to Closing the Racial Retirement Savings Gap

Saving for retirement isn’t easy for most Americans, but it can be especially challenging for Black people and other POC. The National Institute of Re...

The New Coronavirus Stimulus Bill Passed - Here’s What it Means for Your Retirement Planning

If you’ve been waiting for an update on the coronavirus relief bill, you’re not alone. After months of negotiations, the long-awaited “Coronavirus Sti...

End of Year Reflections and New Year’s Resolutions: Goal Setting for 2021

Every December, thousands of people—maybe even you—choose a list of resolutions for the new year. Countless others name an annual “word of the year” t...

5 Conversations You Need To Have With Your Partner Before Retirement

Entering into retirement comes with lots of hopes, dreams, emotions, and expectations. Unless you talk with your partner, you may be surprised to find...

How Rebalancing Investment Portfolios Manages Risk, Especially in Retirement

Creating a low-cost globally diversified portfolio is an optimal way to make sure your investments are working efficiently, something Wealth Legacy In...

Long-Distance Caregiving: Caring for Aging Family Members During a Pandemic

COVID-19 has made caregiving for the elderly more complex. Even during a pandemic, people’s need for care doesn’t stop, but caregivers (especially lon...

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