Dreaming of retiring to your cabin? Discover 7 essential steps to prepare—financial planning, home modifications, year-round maintenance, and more—to ensure a safe, enjoyable, and sustainable retirement in your favorite getaway.

Explore how your beliefs, emotions, and habits shape your financial decisions. Learn how understanding the psychology of money can reduce financial stress and improve your overall financial wellness.

Define your dream retirement with goal-based financial planning. Discover how to align your lifestyle, values, and budget to create a personalized, actionable plan for long-term success.

Discover purpose, clarity, and courage for a meaningful second half of life using your wisdom, creativity, and financial tools to fuel your transition.

Whether you retired on New Year’s Day or are retiring next week, the first summer as a retiree is an exciting time. Your days of sitting at work, daydreaming about spending the afternoon in the sun and the warm weather are through. But this first summer of retirement isn’t always as perfect as it might sound. To help you navigate the first dog days away from work, we put together this short list of things to do to get your retirement started on the right foot.

Do you struggle with a persistent problem that keeps cropping up over and over again? I struggle with being over-scheduled. I have days where I am booked from the moment I arrive at my office to the moment I leave for home in the evening. Inevitably, something arises during the day that demands my attention, and I am scrambling to fit it in. At the end of the day, I am exhausted and irritable, and I feel like my life is out of control.

Planning to retire soon? Discover three essential steps to take in the final years before retirement—from envisioning your lifestyle to estimating expenses and optimizing Social Security benefits.