Why a Retirement Number Alone Won't Tell You If You're Ready to Retire
- Forbes
You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.
Articles
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
How Retirement Savings Differ by Age—and What That Means for Financial Planning
- Investopedia
It’s easy to assume that most adults are saving for retirement—but whether that’s true depends a lot on age. Federal Reserve survey data show that participation rises quickly in early adulthood, peaks in midlife, and then gradually declines.
Why Rising Treasury Yields Are Not Yet a Stock Market Crisis
- Forbes
Rising Treasury yields are raising debt and stock market concerns, but history suggests higher rates are not yet a market crisis.
HSA Balances Are Growing—But Most Americans Are Still Missing Out on the Biggest Advantage
- Investopedia
HSA balances have hit a record high, but most account holders still keep money in cash instead of investing it. This is a missed opportunity.
How to Leave Money to Your Children So It Actually Matters
- Forbes
Intentional lifetime giving creates far greater impact than lump‑sum inheritances by reducing stress, building responsibility, and passing down values along with wealth.
Financial Independence and Retirement Aren’t the Same Thing
- Forbes
While financial independence and retirement often get confused for the same thing, they're not—and understanding the differences can help you make retirement decisions.
Understanding the Proper Role of Asset Protection
- Forbes
Asset protection is the final line of defense, behind risk management, insurance, and litigation settlement. Focus first on risk and insurance.
How Parenthood Changes Your Retirement Savings Strategy
- Investopedia
The costs of raising children tend to emerge at a particularly critical time for retirement savings if parents are to take full advantage of the power of compounding.