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

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3 General Financial Myths That Could Still Cost You in Retirement

In 4 Retirement Planning Myths That Could Cost You, we tackled some of the most common financial myths that could be costing you money. In this article, we’re going to debunk three more myths about general personal financial management that could still have an impact on your retirement. Myth 1: Once You Create a Financial Plan, You're Set for Life [...]

March 31st, 2025|Retirement Planning|

Iconic American Cities to Visit

Retirement can be a great time to explore new places, and there are many unique cities in America that are worth visiting. Whether you’re looking for warm weather, outdoor activities, cultural experiences, or a mix of all three, there’s a city that’s perfect for you. Austin, TX Austin has a very distinct personality, and it really has something for everyone. [...]

March 28th, 2025|Travel|

4 Retirement Planning Myths That Could Cost You

What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial myths—some of which could cost them thousands of dollars or even their retirement security. Let’s break down some of the biggest myths and uncover the real truths behind smart financial planning. Myth 1: The 4% Rule Guarantees Retirement Success The [...]

March 24th, 2025|Retirement Planning|

Switch Up Your Morning Routine

For most households across the nation, coffee is a crucial component of the morning routine. But not everyone is so ready to hop on the coffee bandwagon. Recently, coffee alternatives have been popping up more and more. If you are looking to take a coffee "break" or are hoping to expand your morning beverage horizon, here are four delicious alternatives [...]

March 21st, 2025|Lifestyle|

The Gift of Financial Health: Best Practices for Keeping Your Will Up to Date

Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. One of the most important documents in an estate plan is a will, but over time, things change. Life events, financial shifts, and even tax laws can impact your estate [...]

March 17th, 2025|Estate Planning|

Easy-to-Grow Houseplants for a Lively Home

When you're retired and spending lots of time at home, you might notice that your home could use some liveliness. Plant parenting is a fulfilling activity that can help you stay connected with nature, learn new facts, and keep up a routine. If you're not sure where to begin, here are three pet-safe, low-light houseplants that you can use to [...]

March 14th, 2025|Lifestyle|

8 Financial Habits to Start Before Tax Season

Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. Therefore, adopting certain financial habits before the onset of tax season may help lighten the tax season's load. 1. Regular expense monitoring—The first habit to work toward is consistently tracking [...]

March 10th, 2025|Taxes & Tax Planning|

There’s a Reason Retirement is Called the “Golden Years”

As we enter our golden years, it's important to take a step back and appreciate all that we have gained. No longer tied to the demands of a job or the stress of meeting deadlines, we can finally relax and enjoy the moments we have planned. Gone are the days of frantically rushing from one task to the next, always [...]

March 7th, 2025|Lifestyle|

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