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5 Pillars of a Well-Constructed Retirement Plan
A well-planned retirement is not a single event, but a comprehensive strategy built on several interconnected pillars. As we look ahead for 2026 and the years to follow, it's more important than ever to ensure your plan is built for stability and flexibility. Beyond simply saving money, a truly successful retirement blueprint addresses five critical elements that work together to [...]
Yes, Virginia, There is a Santa Claus
In 1897, an eight-year-old girl, Virginia O’Hanlon, wrote The New York Sun to ask a simple question: Is there a Santa Claus? And the answer she received has since been reprinted and used in books and movies throughout the years making it one of the most beloved editorials in American history. Francis P Church’s heartfelt reply, affirming the spirit of [...]
Give the Gift of Financial Planning This Holiday Season
As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place under the tree. We eagerly await them opening our gift and sharing in the joy we had while selecting it especially for them. And though traditional presents like gadgets and gift cards are always appreciated, [...]
Fun Holiday Traditions for You and the Grandkids
It’s the weekend before Christmas, and travel plans may have already started! If you’re gearing up to see the grandkids soon, here are some fun activities you can try that just might become holiday traditions! Bake and Decorate Christmas Cookies Starting with a classic, who doesn’t love Christmas cookies? Kids love rolling dough, using cookie cutters, and going wild with [...]
5 Year-End Financial Moves for the Holidays
As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the calendar flips to a new year. Annual limits and other financial standards refresh at the end of the year as well, so [...]
Celebrate the Season Without Overspending: Shopping Tips for Retirees
The holiday season is filled with warmth, tradition, and time with loved ones, but for many retirees, it can also bring financial stress. Between gift-giving, entertaining, decorations, and travel, the expenses can quickly add up. When you're living on a fixed income, this time of year can start to feel a bit overwhelming. But don’t worry! The good news is [...]
How Spending and Budgets in Retirement Change Over Time
Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending habits and budgetary needs evolve significantly. Understanding these changes is crucial for effective retirement planning and ensuring financial stability throughout this important life stage. The Early Years The initial years of retirement are often [...]
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 [...]
