Articles

Protecting Yourself From Cyber Fraud

Just as technology advances, so do the tools cyber criminals use to steal. Wire fraud, identity theft, and email scams—especially “phishing”—currently threaten data security for

Top 4 Countries to Retire Overseas

Retiring overseas offers many potential advantages, including a year-round mild climate, and a significantly lower cost of living as compared to most places in the

The Brexit Market Update

As newspaper headlines show this morning, the British people voted yesterday to leave the European Union. While the tally was always expected to be close,

Couple Retires By Mid-30s

What’s your definition of “early” retirement? Sixty? Fifty-two? A California couple recently retired in their mid-30s with $1 million in the bank, according to a

8 Rules For a Happy Retirement

When people call my radio show (“Money Matters” on WSB Radio) or come to my office for retirement planning consultation, they are usually expecting a

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A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition