Financial Fitness Quiz

Are you retirement ready? Take our financial fitness quiz to find out!

This quiz will help you assess your retirement preparedness. We’ll guide you through some basic retirement finance questions so that you can get an idea of how far along you are on your retirement journey. We’ll also provide some tips on how you can improve your retirement readiness.

So what are you waiting for? Take our financial fitness quiz and see where you stack up!

Loading Put Your Financial Fitness to the Test!

Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

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Most Asked Social Security Questions

It’s no question that Social Security plays a crucial role in retirement planning, helping to provide a stable income stream for millions of recipients. In this week’s Better Money Boston with WC…

Can I Get ‘Out’ of a Fixed-Rate Vehicle?

When you lock into a fixed-rate vehicle like a CD, fixed annuity, or fixed-indexed annuity, you’re committed to a specific interest rate for a set period. But what happens when after a few years, ra…

Podcast Episode 402: How Often Should You Meet with Your Financial Advisor?

A good relationship between a client and their financial advisor relies on clear communication and regular check-ins to ensure everything is on track. In this episode of the Money Wisdom podcast, Ja…

Think Like the Rich

As you enter retirement, your financial focus shifts from growing your wealth to preserving your assets and generating income. In this stage of life, adopting the mindset of the wealthy can go a lon…

Leaving a Lasting Legacy

Estate planning can be a difficult yet necessary conversation to have with your loved ones. Everything from the distribution of your assets to your wishes regarding end-of-life care is up for discus…

Right Time for Social Security

Contrary to popular belief, waiting to claim Social Security until age 70 to get the maximum benefit is not the best decision for everyone. So, when is the right time? In this week’s Retire Wiser…

What is the Social Security Fairness Act?

You may have heard about the Social Security Fairness Act, which was signed into law on January 5, 2025. But what is it and who does it help? In this week’s Money Wisdom Question Series, Ian Ferg…

Finding Your Way on Taxes

Taxes can be confusing on any given day, but in retirement, they require even more attention and understanding. In fact, taxes are at the core of nine out of every ten conversations we have with the…

How to Effectively Plan for Healthcare in Retirement

As you approach retirement, the reality of rising healthcare costs becomes clearer. When planning for this significant expense, it’s important to consider all aspects – from prescription drug costs…

Case Study: Steps to Determine How Much Money You Need

Imagine you’re 63 and ready to retire, with plans to live on $80,000 a year. The question is: how much should you have saved by that time? Nicholas J. Colantuono, CFP® joins Better Money Boston w…