Here's something you probably don't hear enough: talking about money with your partner is an act of love. It's not the candlelit dinner kind of romance, but it's the…
Some birthdays come with cake and candles. Others come with contribution limits, enrollment windows, and decisions that could impact your retirement for decades. While every birthday is worth celebrating,…
Losing a spouse or close family member is one of life’s most disorienting experiences. In the middle of grief, you’re asked to make decisions, notify agencies, gather documents, and…
With nearly 50% of American households running out of money in retirement, market volatility can be especially concerning for retirees who rely on their investment portfolios for income. When you're…
Nonprofit organizations are driven by their mission, but without solid financial planning, even the most compelling mission can fall short. Nonprofits exist to serve their communities and address some of…
If you’re a long-time Seattleite approaching retirement, you might consider moving away from the city and seeking a quieter, more affordable, and more relaxed living environment. Of course, the world…
Alongside Social Security, Medicare is often hailed as a lifeline for retirees. Most employees pay into Medicare throughout their working years and, in return, receive government-subsidized health insurance in retirement.…