RESOURCES
Useful Articlesand Resources
How Do I Handle Healthcare in Retirement?
By Jay Zigmont | Sep 19, 2025
Navigating healthcare in retirement can be complex. This guide breaks down your options, from the healthcare marketplace for early retirees to the different parts of Medicare and the benefits of an HSA for covering costs.
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How Many Financial Accounts Do You Really Need? Here’s What You Should Know
By Jay Zigmont | Sep 19, 2025
Trying to decide how many financial accounts you need? This guide breaks down the essential accounts for managing your money, from checking and savings to retirement and taxable investment accounts.
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What is the Monte Carlo Simulation and How Can It Help Your Financial Planning?
By Jay Zigmont | Sep 19, 2025
Discover how the Monte Carlo simulation, a powerful financial tool, helps you predict your financial future by factoring in uncertainty and risk, allowing you to plan for a variety of scenarios.
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Will Social Security Be Around When You Retire?
By Jay Zigmont | Sep 19, 2025
Social Security is a critical part of retirement planning, but its future is uncertain. This article explains why the system is under threat and what you can do to ensure your financial security.
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How Compound Interest Works (and Why It’s Basically Free Money)
By Jay Zigmont | Sep 19, 2025
Compound interest is a powerful tool that helps your money grow over time without a lot of effort from you. Learn how it works and why starting early is the key to building wealth.
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How Being Childfree Impacts Your Finances (And What You Can Do About It)
By Jay Zigmont | Sep 19, 2025
Choosing to be Childfree impacts your finances in unique ways. This article explores how traditional financial advice doesn't always apply and what this means for your goals like retiring early or leaving a legacy.
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Losing a Loved One: What Happens to Their Finances—and Yours
By Jay Zigmont | Sep 19, 2025
Losing a loved one is a difficult experience, and managing their finances can add to the stress. This guide helps you navigate the financial logistics, from sorting joint accounts to understanding debts and inheritance.
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You Just Got an Inheritance—Here’s What Not to Do First
By Jay Zigmont | Sep 5, 2025
it fits your financial goals, and check for tax implications. Taking time, staying thoughtful, and consulting a CERTIFIED FINANCIAL PLANNER™ can help you turn this windfall into a meaningful step for your financial future.
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Getting Divorced: Now What? A Guide for Childfree Individuals
By Jay Zigmont | Sep 5, 2025
Divorce can shake up your finances, but being Childfree gives you a unique opportunity to take control. From separating accounts and assessing assets to updating retirement plans and negotiating fair agreements, careful planning can help you rebuild and thrive financially.
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Debt-Free Living: Your Roadmap to Breaking Free from the Chains of Debt
By Jay Zigmont | Sep 5, 2025
Debt can feel like a constant weight, but being Childfree might give you an edge in tackling it. From credit cards and student loans to payday loans, carrying balances steals from your future. By setting clear payoff goals and using strategies like the debt snowball or avalanche method, you can take control, eliminate high-interest debt, and unlock financial freedom—so your money works for you, not against you.
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