College Tuition or Retirement Confidence? How About Both?
You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement, a quiet anxiety can sometimes surface: how will the cost of tuition impact your own financial [...]
Pros and Cons of Keeping Your Assets in Your Retirement Accounts
As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum to work so you can maintain your lifestyle throughout your retirement? Do you leave your funds where they [...]
7 Books About Money to Enlighten and Entertain
Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life by Alex Mayyasi & the Hosts of NPR’s Planet Money “Readers, from the economically [...]
Managing Market Volatility: How Gen X and Baby Boomers Navigate Shifting Financial Landscapes
Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years and steadily approaching retirement, sudden market swings can create noticeable anxiety. Meanwhile, Baby Boomers, many of whom have already transitioned into [...]
Inflation’s Impact on Your Retirement
Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode the purchasing power of the assets you worked for over time. [...]
Celebrating National Investors Month: Long-Term Retirement Investing Basics for Pre-Retirees
August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of Americans approaching retirement within the next few years, this month offers an opportunity to focus on foundational investing [...]
A Hidden Retirement Risk: The Cost of Avoiding Healthcare and Long-Term Care Planning
For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can often go underestimated or forgotten that deserves closer attention: healthcare and long-term care costs. As unpleasant as the topic may be, [...]
What the PROMISE Act Means for Federal Employees: A Bipartisan Approach to Social Security’s Future
For decades, the long-term stability of Social Security has been a cornerstone of the American retirement dream, and perhaps no group understands its importance more acutely than the men and women of the federal workforce. As federal employees, your retirement security is built on a specialized framework designed to provide multiple layers of protection. However, [...]
