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
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Category Archives: Blog
Nostalgic Recipes for Retirees
Nostalgic Recipes for Retirees What is the first thing that comes to mind when you think back to your childhood? It may be your old posters and magazines, your bedroom, or your living room couch, which had a distinctively comfortable…
An Update on the Crypto Industry
An Update on the Crypto Industry In 2022, the crypto industry was shaken up by capital flight as inflation emerged and the economic recession ensued. Shady and even fraudulent activities were uncovered at some of the most established companies. Cryptocurrencies…
Protect Your Budget with Post-Holiday Sales
Protect Your Budget with Post-Holiday Sales It can be difficult to find the deals you need during holiday shopping, particularly on Black Friday or Cyber Monday when everything is sold out. After the holidays may be the perfect time to…
Approaching Income and Net Worth Differently in Retirement
Approaching Income and Net Worth Differently in Retirement Your daily routine, from tying your tie in the morning to loosening it when you get home, has probably been done for most of your life. When you retire, your daily routine…
3 Invaluable Things Invented by Baby Boomers
3 Invaluable Things Invented by Baby Boomers When you think of great inventors, you might think of Thomas Edison or Alexander Graham Bell. Of course, they are two of the most notable inventors, but they’re not the only ones. Some…
Should You Care About Your Digital Life?
Should You Care About Your Digital Life? You might not rely on the internet or online services the same way a teenager or twenty-year-old might, and you may not identify as a “techy,” but you might be more technologically savvy…
Is Now the Time to Revisit Your Financial Plan?
In Now The Time To Revisit Your Financial Plan? When the market is at an all-time high, you may not be worried about running out of money in retirement. Your house may be paid off, the kids are grown up…
The Value of Doing Nothing in Retirement
The Value of Doing Nothing in Retirement For many, retirement can be a struggle to find new ways to stay busy. If you’re approaching retirement, figuring out how to replace the sense of fulfillment you may have had with your…
Inflation Versus Our Budgets
Inflation Versus Our Budgets The effects of inflation are proving hard to stave off, and we are all feeling it on our budgets. From food to gas to home repair products, prices seem to be increasing every day. The Federal…
What Is a QCD and How Does It Work?
What Is a QCD and How Does It Work? You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, payroll tax, and Medicare tax. However, your income…