BROWSE OUR BLOGS TO LEARN MORE ABOUT RETIREMENT PLANNING, TAXES, AND MORE!
7 Winter Movies That May Bring Back Warm Memories
Winter has a way of slowing us down and giving us the perfect excuse to cozy up with a good movie. For many Gen Xers and Baby Boomers, some of the best winter movies are tied to fond childhood memories or family traditions. Watching them again can be like stepping back in time, reminding you of your favorite theaters, popcorn [...]
Social Security Myths to Watch Out For
If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning savers off course. If you’ve believed any of these ideas, it may be time to bring in a financial professional who can [...]
A Poem for Thanksgiving
"Thanksgiving Time" Langston Hughes, (1921) When the night winds whistle through the trees and blow the crisp brown leaves a-crackling down, When the autumn moon is big and yellow-orange and round, When old Jack Frost is sparkling on the ground, It's Thanksgiving time! When the pantry jars are full of mince-meat and the shelves are laden with sweet-spices for a [...]
Gratitude, Goals, and the Golden Years: Planning Your Ideal Retirement Lifestyle This Thanksgiving
Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning the big dinner menu. Family and friends will be gathering together to share stories of the year and enjoy delicious food and each other’s company. For those approaching retirement or already enjoying their golden years, [...]
A Season for Giving Back: Volunteering in Retirement
Thanksgiving is a wonderful time to pause and reflect on everything we’re grateful for. And for many retirees, this season of gratitude can inspire a desire to give back. An organization with goals you care about may be looking for someone with your experience, free time or generosity, and this is the perfect time to find them! Ideas to Quickly [...]
What to Do with Your Inheritance
As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of an inheritance from a loved one who is no longer with us. But what do we do with it? Receiving an inheritance can [...]
Q&A: How to Engage Your Grandkids Face to Face
When grandparents and grandchildren spend time together, it can be tempting to rely on television, tablets, or video games. While digital entertainment has its place, building screen-free traditions helps create meaningful memories. Below are some common questions and answers about how to keep grandchildren engaged without a glowing screen in sight. Q: Should I focus on screen-free activities with my [...]
When Should I Plan for Long‑Term Care?
Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily activities become too difficult, long-term care helps provide the assistance we may need with tasks such as bathing, dressing or eating. Though it isn’t covered by standard health insurance or Medicare, nearly 70% of Americans [...]
