Independence is an important value to all Americans. It’s also a value that’s central to how we feel about and use our money. When we feel financially free, we can make a wider variety of choices, pursue our passions, and find our ideal version of work-life balance.
Blog
Planning for Longer Lifespans
Advancements in healthcare, exercise, diet, and quality of living have transformed retirement from the end of one's life into the beginning of an exciting new chapter. But living longer isn't the same as living well. An increased lifespan is going to create some...
Do You Need a Sabbatical Retirement?
We usually associate a sabbatical with a career break that allows a professional to step outside their job, learn something new, recharge, and refocus on new goals.
Could a Home Swap Work For You?
Home swapping can add a variety of “local living” experiences to a vacation. Here are four ways that a home swap could make your next trip more memorable, and more affordable.
Increase Your Impact with Social Entrepreneurship
Social entrepreneurship is a way for experienced leaders and ambitious philanthropists to create businesses and other organizations that solve important problems…
Increase Your Activity to Improve Your Life
If you’re feeling like your exercise habits might be slipping into hibernation, try one of these three simple ideas to keep moving…
Legacy Planning with Intent
Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about.
Better Goals, Better Results
We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term.
Planning a Holiday Trip with Extended Family
Anyone who’s suffered through a big, uncomfortable family gathering knows that a bigger group doesn’t always mean more fun.
When Couples Retire at Different Times
Married couples don’t always plot retirement on the same $Lifeline point. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring.