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Our Blog2023-06-28T20:39:05+00:00

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First Steps to Starting the Estate Planning Process

Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential to approach this process with sensitivity, acknowledging the emotional complexities involved. Here's a guide to help you navigate estate planning thoughtfully and effectively. Begin with Open [...]

January 13th, 2025|Estate Planning|

The Holidays are a Great Time to Learn to Snowshoe!

Snowshoeing is a fun, low-impact, and beginner-friendly winter sport. It's a fantastic way to explore the snow-filled landscapes and get a heart-pumping workout. If you're new to snowshoeing, don't fret! Here's your guide to getting started. Choosing Your Snowshoes The first step in learning how to snowshoe is selecting the right pair. Snowshoes come in various styles, designed for different [...]

January 10th, 2025|Lifestyle|

4 MORE Mistakes to Avoid Before You Officially Retire

As we turn to the new year, it’s important to make sure your retirement strategy bases are covered—helping you maintain financial stability so you can build an enriching retirement. Here are four more mistakes to look out for and avoid as you prepare for your golden years. Not Having a Withdrawal Strategy A common mistake is withdrawing too much too [...]

January 6th, 2025|Retirement Planning|

New Year, New Beginnings: Building Your Dream Retirement Lifestyle

The start of a new year is the perfect time to reflect, set goals, and make meaningful changes. For retirees or those nearing retirement, it’s also an opportunity to envision what the next chapter of life should look like. Whether you’ve already stepped into retirement or are planning ahead, here’s some advice to help you craft a fulfilling retirement lifestyle [...]

January 3rd, 2025|Lifestyle|

4 Mistakes to Avoid Before You Officially Retire

Retirement marks the start of a new chapter filled with opportunities for relaxation, travel, personal growth, and more. However, a financially stable, smooth transition requires careful planning to avoid common pitfalls. Here are four mistakes to sidestep as you prepare for your golden years. Underestimating Healthcare Costs Healthcare is one of the largest expenses in retirement. According to Fidelity’s Retiree [...]

December 30th, 2024|Retirement Planning|

5 Smart Tips for Long Flights

One of the best ways to spend your retirement years is by traveling. Seeing the world and ticking off destinations from your bucket list can be exciting! But let’s be honest, the flights are miserable. Movement is restricted, and you sit in one position for hours. It’s important to take measures that make getting from point A to B as [...]

December 27th, 2024|Lifestyle, Travel|

What Retirees Should Know About Tariffs

As a new administration weighs its stance on tariffs, it’s worth considering how these policies may affect retirees and their financial plans. Tariffs, often described as taxes on imported goods, are actually taxes imposed on U.S. companies importing foreign products. These taxes can ripple through the economy, impacting consumer prices, including essentials that retirees rely on, such as groceries, healthcare, [...]

December 23rd, 2024|Economy, Government, Taxes & Tax Planning|

Eight Woodworking Projects to Start Today

Woodworking is an incredibly rewarding hobby, especially for retirees who have more free time to invest in creating practical, beautiful pieces. Not only does it offer a creative outlet, but it also provides a sense of accomplishment and can lead to useful items for the home or as gifts. Here are some woodworking projects that retirees might consider to enhance [...]

December 20th, 2024|Hobbies, Lifestyle|

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