Recent Posts
- Retiring Abroad Tax Implications: What You Should Know
- 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
Recent Comments
No comments to show.
Category Archives: Blog
Don’t Forget the Power of Compounding Interest
Don’t Forget the Power of Compounding Interest Einstein is quoted as saying that the most influential mathematical concept of his time, or “the eighth wonder of the world,” is the concept of compounding returns.[1] Compounding interest is a financial concept…
Great Travel Locations for Retirees
Great Travel Locations for Retirees Retirement is a great time to go out and explore the world. New foods, people, languages, and cultures are awaiting your senses! If you are interested in travel, here are a few suggestions for places…
The SVB Situation and Your Financial Picture
The SVB Situation and Your Financial Picture You’ve likely heard the news that Silicon Valley Bank (SVB) has experienced a financial shock. In a matter of a few short days, Silicon Valley Bank lost its funds and went under. So,…
2 Reasons 2022 Challenged the 60/40 Portfolio Strategy
2 Reasons 2022 Challenged the 60/40 Portfolio Strategy The 60/40 allocation strategy is frequently recommended when beginning your investing journey. With 60% of your portfolio in equities and 40% in bonds or other fixed-income investments, this approach has traditionally provided…
The 3 ‘E’s to Addressing Your Retirement Blues
The 3 ‘E’s to Addressing Your Retirement Blues According to research, a third of retirees suffer from depression after entering retirement. Retirement, a moment to catch your breath and slow down, can also be a period of sadness, anxiety, and…
The Economy Threw a Curveball at Retirees in 2022
The Economy Threw a Curveball at Retirees in 2022 The economy in 2022 posed difficulties for a lot of people, and retirees have had it even harder. The impact of the Russia-Ukraine conflict, the aftermath of the pandemic on the…
There’s a Reason Retirement is Called “the Golden Years”
There’s a Reason Retirement is Called “the Golden Years” As we enter our golden years, it’s important to take a step back and appreciate all that we have gained. No longer tied to the demands of a job or the…
Prepare for Social Security with the Basics
Prepare for Social Security with the Basics Social Security is an important source of retirement funds for many people in the United States; as of September 2022, over 70 million people were in receipt of these benefits.[1] Many people are…
Easy-to-Grow Houseplants for a Lively Home
Easy-to-Grow Houseplants for a Lively Home When you’re retired and spending lots of time at home, you might notice that your home could use some liveliness. Plant parenting is a fulfilling activity that can help you stay connected with nature,…
59.5 Brings Half Birthdays Back into Style!
59.5 Brings Half Birthdays Back into Style! Turning sixty is an energizing experience. It not only carries with it more knowledge and anticipation for a new time of life, but it also presents vital money choices that can influence your…