RESOURCES

Retiring Before 59? Here’s How You Can Access Your Money Without the Penalties

By Jay Zigmont | Apr 23, 2024

If you’re planning to retire before 59 and a half, accessing your retirement funds can get tricky. Normally, you can tap into your retirement savings without penalties once you hit that age, but what happens if you want to retire earlier than that?

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How Do I Care for a Disabled Family Member?

By Jay Zigmont | Mar 26, 2024

Caring for a disabled family member is a responsibility that can feel overwhelming, especially when you're also managing your own life, career, and future. Here’s how to navigate this situation effectively.

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How Do I Plan for Long-Term Care?

By Jay Zigmont | Mar 12, 2024

Long-term care, like assisted living or a nursing home, is an inevitable part of aging. The costs can be steep, but with early planning, you can make sure you have the support you need when the time comes.

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The Power of Sinking Funds: How to Save for Big Expenses Without the Stress

By Jay Zigmont | Feb 20, 2024

A sinking fund is a savings strategy designed to help you set aside money for specific, planned expenses that aren’t part of your regular monthly budget. It’s a simple way to prepare for big, predictable costs—without the stress. Want to learn more about it? We break it down for you here.

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What Is an Emergency Fund?

By Jay Zigmont | Feb 13, 2024

A financial rainy day is an unexpected expense you didn't budget for, and the way you meet those surprise bills is with an emergency fund. Let’s take a look at the finer points of emergency funds.

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Legal Estate Documents for Childfree People: What Do I Need?

By Jay Zigmont | Aug 28, 2022

Many people say they are too young to think about a will and other paperwork. In our current political climate, it is more important than ever to make sure you have all of your documents in top shape — especially if you’re Childfree, single, in an unmarried couple, an LGBTQIA+ married couple, or in a […]

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