Turning 73? Here’s What You Need to Know About Required Minimum Distributions (RMDs)

As you celebrate your 73rd birthday, there’s more to look forward to than cake, family gatherings, and another trip around the sun. Reaching age 73 also marks an important milestone in retirement planning: the beginning of Required Minimum Distributions (RMDs) for many retirement accounts. While RMDs may sound like just another IRS rule to navigate,… View Article

Why Age 59½ Is a Key Milestone in Retirement Planning

Why Age 59½ Deserves a Spot on Your Financial Radar Some birthdays get all the attention. Age 59½ isn’t one of them—but from a financial standpoint, it should be. This milestone quietly marks a shift in how you can access your retirement savings—and with it, a new level of flexibility in your planning. A Turning… View Article

Mindfulness and Money: Managing Financial Stress

What is the connection between mindfulness and financial decision-making?Mindfulness practices such as meditation and reflection may help individuals manage financial stress and make more thoughtful decisions. By slowing down emotional reactions to money issues, people may be better able to align spending, saving, and investing decisions with long-term financial goals. Money can be one of… View Article

5 Benefits of Working in Retirement

Retirement doesn’t have to mean “done.” Sometimes it just means “different.” For decades, retirement was portrayed as a hard stop—a gold watch, a farewell cake, and a permanent exit from working life. But that picture is changing fast. Labor force participation among adults ages 65–74 is projected to climb to 30.4% by 2033, up from… View Article