Insights

Guidance for your pursuit of financial freedom

    Earning Years24 Articles

    Retired couple smiling on a swing

    Tue, Jan 7, 2025

    How Do I Know I’ll Have Enough in Retirement?

    Will your retirement plan support your lifestyle? Let’s run the numbers. The Monte Carlo simulation can help reveal your likelihood of success.

    Pen laying on financial papers

    Tue, Dec 31, 2024

    2025 Wealth Planning Guide: Your Month-By-Month Checklists

    What if you could make the wealth planning process less overwhelming with broken-down tasks throughout the year? This guide lays out important deadlines and actionable steps month by month to help you get (and stay) organized in 2025. Your future self will thank you!

    Man with a camera stands in front of a dock with boats

    Thu, Sep 5, 2024

    5 Tips to Help You Retire Early

    Discover 5 essential steps and strategies to help plan an early retirement before age 65.

    How to Enjoy Retirement: 3 Keys to Deep Satisfaction

    Tue, Dec 20, 2022

    How to Enjoy Retirement: 3 Keys to Deep Satisfaction

    We believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.

    Grandparents and granddaughter smiling together

    Wed, Dec 7, 2022

    Talking With Kids About Money Can Change Their Borrowing Behavior For Life

    Did you know that when kids understand money, it increases their chances of graduating from college and being more educated about borrowing money and holding credit card balances? Yet less than one-quarter of parents and kids talk about money. We think that should change. Here’s how.

    Retirement Planning for Public Employees

    Wed, Nov 9, 2022

    Retirement Planning for Public Employees

    Are you making a career as a public employee—like a teacher, police officer, or member of the military? If so, saving for retirement may look different than it does for the private sector.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.