BROWSE OUR BLOGS TO LEARN MORE ABOUT RETIREMENT PLANNING, TAXES, AND MORE!
Jog Into Retirement: How & Why to Become a Runner in Your Golden Years
Retirement isn’t about slowing down—it’s about choosing what moves you. And for many retirees looking to stay active, clear their heads, and improve their health, jogging is the perfect place to start. The Benefits of Running in Retirement Jogging offers one of the most accessible, low-cost ways to boost both physical and mental health. It strengthens your heart, builds endurance, [...]
Will Your Retirement Outlive You? The Real Risk of Longevity
Most retirees don’t fear market crashes or inflation nearly as much as they fear one very real possibility: running out of money. And yet, many financial plans focus on growing your nest egg, not preserving and distributing it over a retirement that could span decades. The Longevity Problem This is the core of longevity risk—the risk of outliving your assets. [...]
5 Tips to Be an Awesome Grandparent
Retirement isn’t just about beach walks and brunch dates—it’s also your time to shine in one of life’s greatest roles: grandparent. Whether you’re a seasoned pro or newly initiated into the club, being an awesome grandparent goes far beyond handing out candy and telling “when I was your age” stories. It’s about making memories, being present, and maybe—just maybe—showing the [...]
Claiming Social Security at the Right Time Could Change Your Retirement
For many retirees, Social Security isn’t just a monthly deposit—it’s the foundation of their entire retirement income. But choosing when to claim it isn’t as simple as picking a birthday and signing paperwork. It’s a decision with lifelong consequences. Claim too early, and you could lock in thousands less per year. Wait too long without a plan, and you might [...]
Celebrate Freedom: A Patriotic Look at the 4th of July in Retirement
Every summer, Americans gather to celebrate one of the most cherished days in our nation’s history: the 4th of July. From fireworks lighting up the night sky to backyard barbecues, parades, and patriotic tunes, Independence Day is more than just a holiday—it’s a powerful reminder of our shared history and the enduring values of freedom, resilience, and unity. On July [...]
Understanding the Tax Treatment of Life Insurance in Retirement
When people think about retirement planning, they often focus on IRAs, 401(k)s, and investment portfolios. But for many retirees, life insurance can play a strategic role, especially when it comes to navigating taxes. Whether you're considering a new policy, already own one, or are weighing options for estate planning, it's important to understand how life insurance is treated from a [...]
Lettuce Grow Up: Why Retirees Are Falling in Love with Vertical Farming (and How to Get Started)
There comes a moment in retirement when you ask yourself the big questions. Like, “Should I finally learn the ukulele?” Or, “What if I grew my own salad greens in a high-tech tower of leafy joy?” Welcome to the increasingly trendy world of vertical farming—where retirees are growing basil in their kitchens, harvesting strawberries from their patios, and feeling like [...]
4 Key Birthday Milestones in Retirement—and What They Mean for Your Financial Strategy
Birthdays in retirement aren’t just a reason to celebrate—they’re also checkpoints that can unlock new financial opportunities (or trigger important deadlines). From Social Security eligibility to Required Minimum Distributions (RMDs), several key ages mark turning points in your retirement journey. Here are four birthday milestones every retiree should know—and what they mean for your financial strategy. Age 59½ – Penalty-Free [...]