Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
Is Permanent Life Insurance Jeopardizing Your Retirement Plan? A Case Study.
February 5, 2026School of Financial Wellness
Permanent life insurance policies often have expensive monthly premiums, which can undermine your ability to save for retirement.
6 Financial New Year’s Resolutions You Should Consider
January 16, 2026School of Financial Wellness
Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.
Key Financial Data 2026
January 8, 2026School of Financial Wellness
Download our 2026 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
Managing a Financial Windfall: Bonus, Settlement, Inheritance, or Lottery Winnings
December 23, 2025School of Saving and Investing
A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.
Year-End Financial Checklist
December 18, 2025School of Financial Wellness
This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.
IRA Contribution Limits in 2026
December 11, 2025School of Saving and Investing
The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.
401(k) Contribution Limits in 2026
November 26, 2025School of Saving and Investing
The amount that you can deposit into an employer-sponsored 401(k), 403(b), or similar retirement plan has been increased for 2026.
Is Your Attained-Age Medigap Plan Ruining Your Budget? A Case Study
November 25, 2025School of Social Security & Medicare
Attained-age Medigap plans often have a lower initial cost than other options, but premium increases can derail your budget.
Evaluating Your Cash Holdings as Interest Rates Decline
October 30, 2025School of Saving and Investing
Holding cash may have been prudent when interest rates were high, but your investment plan might need to change as rates decline.