Recent Posts
- Protecting Your Nest Egg: Managing Sequence of Returns Risk with Volatile Markets
- Preparing for Year-End Financial Moves: Last-Minute Tax & Retirement Opportunities
- Navigating Long-Term Care Planning 2026: Insights You Need
- The Psychology of Retirement: How to Prepare Emotionally and Financially for Life After Work
- The Hidden Tax Traps in Retirement — and How to Avoid Them
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Category Archives: Blog
The Role of Melody and Memory in Retirement
The Role of Melody and Memory in Retirement What is the role of memory and melody in retirement? When you’re at the peak of your career and starting to think about retirement, many things might be circling your thoughts. “How…
A Retirement Strategy for a Lifetime
A Retirement Strategy for a Lifetime Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for…
Don’t Let Your Emotions Control Your Finances
Don’t Let Your Emotions Control Your Finances If you’ve followed markets or financial news, especially in the past few years, you may have felt certain emotions when your portfolio makes a big jump or declines steeply. Don’t let your emotions…
The History of Inflation is Older Than you Think
The History of Inflation is Older Than you Think Inflation has occurred in many different societies throughout history. We think of inflation as a modern economic concept, but in reality, it predates modern history and has been a prevalent part of…
Staying Social in Retirement
Staying Social in Retirement For some of us, retirement can be scary for many reasons. Retiring can be an acknowledgment of an end to a chapter of your life. Many people love their work, and the idea that they’d ever…
Traveling in Retirement on a Budget
Traveling in Retirement on a Budget Reaching retirement is a lifetime achievement marking a new chapter of exploration, journey, and relaxation. That’s why so many retirees choose to travel when they enter retirement! But affording the retirement you planned for…
Wealth and Income, What’s the Difference?
Wealth and Income, What’s the Difference? Last year, you may not have worried about market downturns or cost-of-living increases, but with market volatility and inflation threatening retirement plans this year, plus continued rate hikes from the Fed, it’s important to…
A Movie Marathon for a Fun Night In!
A Movie Marathon for a Fun Night In! Retirement is a time to do more of what you love, whether that’s through an active hobby like hiking or through sports like tennis and golf, or if it’s a relaxing activity…
Mistakes You Could Be Making with Your Estate Plan
Mistakes You Could Be Making with Your Estate Plan It’s easy to avoid making an estate plan but lacking one won’t be easy on your loved ones and could cause tension during your later years and after your passing. Having…
Solving for Variables in Retirement
Solving for Variables in Retirement Think way, way back to Algebra class. You had to solve for variables, typically labeled “x.” When there was just one unknown, this was pretty simple to do. But as more multiple variables started appearing,…