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What is your Financial Independence (FI) Number?
Financial independence means you have enough money to cover all your expenses without working again. We share how to calculate your personal financial independence number, so you can see whether you're on track to achieve financial independence before retirement.
Optimizing Medicare Spending in Retirement: 6 Tips for people age 63 and up
Healthcare costs are a non-negotiable line item in your retirement budget, but understanding how Medicare works can help you optimize your spending. This article covers six tips for keeping healthcare spending costs low while keeping quality high.
The top four questions to ask before taking Social Security
No retirement budget is complete without factoring in Social Security Income. But deciding when to take Social Security can be a challenge. These are the four questions to answer before filing for Social Security.
Buckets of money: An investment strategy for retirement planning
The bucketing strategy divides a retirement portfolio into different risk segments called buckets. Retirees can use their cash bucket to cover their day-to-day budget needs. The remainder can be invested in riskier assets to promote growth to cover a retiree's future needs.
7 Budget Categories When Planning For Retirement
Having a good budget will help you have more confidence as you prepare for retirement. Here is a list of the 7 primary categories when planning for retirement.
Late start to retirement saving? 5 tips to make your retirement budget work
Getting a late start to retirement savings can make a comfortable retirement seem impossible. But people in their 40's, 50's and 60's can still take steps to make the retirement budget work.
Easy Retirement Calculator with Great Visuals
Preparing to retire can cause worry and uncertainty. An easy to use retirement calculator with great visuals can help provide a better understanding of retirement readiness.
5 budget changes to expect when you downsize in retirement
Downsizing homes is one way to cut expenses and grow your nest egg in retirement. But downsizing can lead to some unexpected budget changes.
Simplify retirement planning with personalized retirement calculator charts
The financial side of retirement planning can be a challenge. A retirement budget calculator with personalized charts can help you see whether you're on track to retire.
Retirement Calculator - When Can I Retire?
A retirement calculator can help people who are ages 55-64 keep a close eye on the numbers that matter the most as you are preparing for an early retirement.
The Ultimate Retirement Calculator
In this video we explain why retirement is all about cash-flow and how you can use the retirement budget calculator to create a retirement plan that will give you more confidence as you prepare for retirement
