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Financial Planning

General financial planning for retirement savings

Top 3 Life Insurance Policy Riders to Consider

Top 3 Life Insurance Policy Riders to Consider

When shopping for a life insurance policy, you can pick from additional riders and features. Find out which ones Haven Life believes are most crucial to help protect you and your family.

How We Use Your Income to Calculate Retirement Spending

How We Use Your Income to Calculate Retirement Spending

Learn how your current income plays a role in calculating your desired retirement spending level in the future.

Q&amp;A: Getting on Track for Retirement

Q&A: Getting on Track for Retirement

For Amy Augenblick, a comfortable retirement simply means seeing her girls grow up and have families, whatever those may look like. See how she's getting on track for retirement and what really motivates her to save.

Recent Articles

Should You Factor Home Equity into Your Retirement Plan?

The answer depends on how much equity you have built up in your home—and what you expect your retirement expenses to be.

8 Things You Should Talk About When Retiring as a Couple

A retirement coach shares her tips on how to transition into your next phase of life—together.

This Couple Retired in Their 30s. Could You?

An early retirement requires more than a couple million stashed away. By minimizing taxes on income and gains, you can live well—and your money will keep growing.

Why You Should Max Out Your Retirement Accounts

Maxing out your retirement contributions can be a key step towards building wealth for the future. Plus, it allows you to get the most out of your money due to compounding interest and tax advantages.

Retirement Preparation at Each Life Stage

No matter your age, you should be vowing to boost your retirement savings to enjoy the life you lead (or more!) in the future. Betterment can help you do that.

You Probably Aren’t Saving Enough for Retirement

Only 52 percent of Americans expressed confidence that they will be comfortable in retirement. Chances are people know they're not putting enough aside or they simply have no idea how much they will need to continue the life they lead and the one they want for the future.

This Is Why Saving for Retirement Is So Hard

It’s really hard to plan ahead and it’s really hard to save. It’s crazy that we expect people to do these things on their own.

6 Things to Give Up to Boost Your Retirement Savings

When we think of saving for retirement many of us visualize a life of ramen noodles and nights in front of the TV. Saving ain’t sexy and we’re suffering because of it (56% of all workers say they have less than $25,000 in savings according to a survey by the Employee Benefit Research Institute).

The One Fee Trap You Can Totally Avoid (Hint: It Has to Do With Your 401k)

I had a sinking feeling reading more bad news on retirement. We keep getting nagged to save more (Americans being poorly prepared for the future and all) – so we do and then we find out our savings are being drained by excessive fees. Argh! Hello brick wall, I think you’ve met my head before.

Having a Hard Time Saving? Channel Your Future Self

To kick your savings into high gear, create an emotional connection to your future self. Research shows that people who interacted with their future selves were more willing to improve savings.


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