Millie

11/30/2025

People are prioritizing two things over financial planning—and it might not be what you expect. Saving and investing are important, but so are these things—do you agree?

11/29/2025

Age group is becoming a strong indicator of credit & debit card usage.

11/28/2025

Strong consumer demand is expected to persist this holiday season despite high prices.

11/27/2025

There's a good reason many Americans consider retiring in the Caribbean. It's warm, beautiful, welcoming, offers modern amenities, is close to home, and much more affordable.

11/27/2025

We get it, it’s been a tough year. But at some point, your kids need to grow up and leave the basement. Here are six steps to nudge them along.

11/26/2025

This country offers more than just beautiful landscapes. Retiring here means access to quality healthcare, low crime, and a population that truly values wellbeing.

11/26/2025

A simple term like “financial independence” can mean a broad range of things depending on the person. For some, financial independence might mean having enough money to travel around the world on a private jet, eating at amazing restaurants and living in an oceanside villa. For others, it may mean being able to cover all […]

A simple term like “financial independence” can mean a broad range of things depending on the person. For some, financial independence might mean having enough money to travel around the world on a private jet, eating at amazing restaurants and living in an oceanside villa. For others, it may me...

11/25/2025

There's one type of plan that can really boost your retirement savings. With this retirement savings account, you may be able to save 29% more than your peers who don't have it.

11/24/2025

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

11/23/2025

Towns like Lexington, Kentucky; Venice, Florida; Cañon City, Colorado; Mesa, Arizona; and Richland, Washington, appeal to retirees looking for a combination of outdoor activities and affordability.

11/22/2025

Constantly reacting to headlines can hurt your retirement security. Advisors explain when to tune out the news—and when it really matters.

11/21/2025

Earnings, assets, and debts affect your retirement readiness during your mid to late 50s and early 60s. How do you stack up?