BROWSE OUR BLOGS TO LEARN MORE ABOUT RETIREMENT PLANNING, TAXES, AND MORE!
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 [...]
Encore Careers: Turning Lifelong Skills Into Passion (And Extra Income!)
Retirement no longer signals the end of professional life. Instead, it often marks the beginning of a new, more flexible chapter. For many retirees and those approaching retirement, the idea of an “encore career” has gained momentum. Rather than fully stepping away from the workforce, retirees are increasingly choosing to apply their decades of experience in new ways, like consulting, [...]
How Do I Know If I Need an Estate Plan?
If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and is a fundamental part of a comprehensive financial plan. And it’s not just about what happens to your stuff when you’re gone! How can estate [...]
7 Games to Play with Your Grandkids That Don’t Involve Screens
Spending time with your grandchildren is one of the greatest joys of retirement. Yet, in today’s world, it can sometimes feel like screens compete for their attention. Phones, tablets, and video games are everywhere, but meaningful connection doesn’t have to involve electronics. In fact, many of the most memorable moments come from simple, timeless games played together. Playing offline games [...]
The Role of a High-Yield Savings Account in Retirement
A high-yield savings account has long been a go-to tool for savers looking to earn a little extra interest on cash reserves while keeping funds accessible. But the role it plays can shift dramatically as you move from your working years into retirement. While higher interest rates compared to traditional savings accounts can make it attractive, it’s important to understand [...]
10 Ways to Stay Active Mentally and Physically in Retirement
Retirement is often thought of as the time to finally slow down, but research consistently shows that staying active—both mentally and physically—can lead to a longer, healthier, and more fulfilling life. Without the structure of a daily work schedule, it can be easy to fall into routines that limit activity, which may affect both physical health and cognitive sharpness. The [...]
















