My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. In addition, we also investigated the role (or lack thereof) a financial advisor plays in helping millennials plan and save. The results? As varied as their personalities.
I've found that the summer months are the perfect time for a mid-year check-up on my finances, when I can adjust my financial goals based on my needs for the summer and throughout the year. Based on my experiences, here are a few tips for parents to consider as they talk to their teens about the value of saving money this summer (while still having a little fun!).
Age 65 is not as special as it used to be. Mandatory retirement has long since vanished for most jobs. Social Security's Full Retirement Age is gradually rising to 67. Many 65-year-olds pursue active lifestyles that would have seemed fantastic in an earlier era. But it is still a milestone. Here are some important steps to take when you reach 65.