Success

APRIL 22, 2024

A 2019 study from the Center for Financial Services Innovation, funded by the AARP Foundation, indicated that just 17% of adults 50 and older in the low-to-moderate income range are “ financially healthy.” Guessing at your budget isn’t going to cut it when you approach retirement,” she says. “A A lot of people guess at their budget.

Retirement 277

Retirement Lifestyle Policies Budget 277

Success

JULY 20, 2021

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. Set goals and start saving for them today. Your goals don’t have to be big and lofty.

Retirement 328

Retirement Finance Expenses Goals 328

Success

MARCH 8, 2022

Or, if that’s too much, imagine the speech a colleague might give upon your retirement. When you are faced with decisions about spending, use these identities—bold painter, curious wanderer, community leader—to ask whether the expense is helping you move closer to the person you want to be. Choose your identity.

Credit Card 264

Credit Card Purchasing 2019 Retirement 264