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The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wills, savings, retirement, education, and household budgets. This checklist can help you understand some of the most important steps to take.

When aviation executive Richard J. “Jet” Vertz turned 65, he retired because, he says, that’s what people in his industry did. He had no plans for the first day he woke up no longer employed—or for the weeks and months after that.

While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when you are gone. Watch to learn about the types of assets that should have named beneficiaries, as well as how often you should review your designations.

This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, creating income in retirement, and asset allocation strategies.

When Dana Gibson was feted at her 80th birthday party, several people attested to how she operates more like a 60-year-old than an 80-year-old. She travels extensively—though her exploring the wilds of Guatemala may have slowed down—attends Broadway plays and cultural events, plays tennis several times a week, hikes, volunteers at a church, is as active as many millennials, and looks 20 years younger than her age.

A dramatic change has taken place in the way retirement is funded in America. Until recently, many workers relied on corporate pensions for a significant percentage of their post-career income.

During his working years, Fritz Gilbert was a super saver: He socked away an average of 20 percent of his earnings and invested carefully. But when he retired from a 33-year career in the aluminum industry in 2018, he and his wife, Jackie, switched their mindset. Within the confines of their carefully constructed financial plan, they became unabashed spenders.

In late 2021, after months of growing anticipation about inflation pressures, the closely watched Consumer Price Index (CPI) measure surged to 6.8 percent on a year-over-year basis. The November reading represented a nearly 40-year high and triggered a tsunami of alarming headlines across financial media outlets.