Financial Planning

How to Use Your Personal Balance Sheet to Plan for Retirement

By Senior Lifestyle | September 03, 2014

Now that you have your personal balance sheet, here’s how to use it and begin visualizing your retirement.

How to Create a Personal Balance Sheet

By Senior Lifestyle | August 21, 2014

Before you can determine the date at which you can securely retire, you need to create your own personal balance sheet. Here’s how.

New Ideas for Supporting Caregivers

By Senior Lifestyle | August 01, 2014

People who commit their time, energy, love, and resources to care for a friend or relative are also sacrificing their own future retirement income. One congresswoman has proposed an amendment to the Social Security Act…

15 Facts About Millennials’ Retirement Readiness and 7 Steps for Long-Term Success

By Senior Lifestyle | July 22, 2014

The latest Transamerica Retirement Survey of Workers reveals that Millennials (those born in ’79 or later) might be a new generation of “super savers.”

New Study Finds Physical and Financial Health Go Hand-in-Hand

By Senior Lifestyle | July 15, 2014

Have you ever wondered if there’s a connection between health and wealth? Researchers at Washington University have concluded that there is.

What To Consider When Mom or Dad Needs Help Managing Money

By Senior Lifestyle | July 08, 2014

Just as you keep an eye on the physical health of your parents, you should also look for signs that they could use some extra assistance managing their day-to-day finances. Here are some points to…

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