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- 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
- Social Security Planning in an Era of Uncertainty: New Adjustments & Strategy Tweaks
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Category Archives: Investments
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…
Worried About a Bear Market? Here’s How Long It Could Last
Worried About a Bear Market? Here’s How Long It Could Last We hear the term “bear market” and may start to panic. But bear markets don’t always last long, and one can be quite different from another. There are many…
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…