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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 [...]
Coffee Table Books for 2025
Coffee table books are like the guests at a dinner party who bring the best stories, wear the most interesting shoes, and know just enough trivia to keep things fascinating—but never annoying. These books serve as little reminders of how lovely life can be when you have time to notice the details. Maybe that’s the real luxury: the joy of [...]
Does Retirement Have to Happen All at Once?
Imagine transitioning into retirement not as a sudden leap but as a gradual, comfortable glide. This approach, known as phased retirement, is gaining popularity. It allows people like you to reduce working hours over time, allowing a smoother shift from full-time employment to full-time retirement... and it even has financial benefits. But doing it right is key. What is Phased [...]
Chill Out: Fun and Refreshing Ways for Retirees to Cool Down This June
Summer is in full swing, and while June brings sunny skies and longer days, it can also come with soaring temperatures. But don’t sweat it—literally. Retirement means you finally have the flexibility to beat the heat in style, whether that means relaxing with an ice-cold drink in hand or heading off on a breezy mini getaway. Here are some lighthearted [...]
How to Choose the Right Life Insurance Policy for Your Family’s Future
Life insurance is one of those topics many of us tend to avoid, perhaps because it feels like something we don't need to think about until absolutely necessary. But here's the truth: life insurance is a crucial part of securing your family's financial future. Whether you're just starting out in life, building your career, or nearing retirement, the right life [...]
The Retired Rebel’s Reading List: Fiction Books That Will Make You Question Reality
Retirement is the perfect time to tackle your “someday” reading list. But let’s skip the usual beach reads and head straight into the literary twilight zone. If you’ve ever looked at a bookshelf and thought, What if I want my brain to bend a little? This list is for you. First up is House of Leaves by Mark Z. Danielewski. [...]
