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Follow the Bond Market to Better Understand Your Finances
On May 16, 2025, Moody's downgraded the U.S. sovereign credit rating from Aaa to Aa1, citing concerns over the nation's rising debt and interest payment burdens. This move follows similar downgrades by S&P in 2011 and Fitch in 2023, marking the first time all three major credit agencies have rated U.S. debt below their top tier. Understanding Bond Ratings Bond [...]
From Bucket List to Reality: 10 Adventures to Consider in Your Retirement Years
After years of meetings, deadlines, and responsibilities, you finally get to ask yourself a new kind of question: What do I actually want to do with my time? Retirement opens the door to freedom—but it’s not just about relaxing on the couch. It’s about rediscovering the excitement of possibility. Whether your dreams involve travel, learning, or daring adventure, this season [...]
What Retirees Should Know About Their Income Tax
Retirement is a new phase of life, and so is your tax situation. Knowing what counts as income and how it’s taxed can make a big difference in how long your money lasts. Below are some of the most common tax questions retirees ask. Can I Avoid the Income Tax in Retirement? What Would That Take? It’s tough to avoid [...]
5 Fun Ways Retirees Can Beat the Summer Heat and Enjoy Every Minute of It
Summer: the season of sunshine, sandals, and sweet iced tea. But let’s be honest, when the temperatures soar, even the best summer days can leave you sweating more than you’d like. If you're retired or nearing retirement, this is the perfect time to enjoy the freedom you’ve earned, but also to stay cool, comfortable, and energized. Here are five fun [...]
“What Can I Do with $100K in Retirement?”
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially from clients entering retirement, is: “What should I actually do with these savings I’ve amassed for retirement?” It’s a great question. And it usually signals something deeper: the start of the distribution phase of retirement. You’ve spent years in the [...]
Why August is Your Time to Focus on Wellness in Retirement
When you picture retirement, what comes to mind? Maybe it’s freedom from the 9-to-5 grind, more time with family, or finally booking that dream vacation. Whatever your vision looks like, one thing is certain: retirement should feel good. And that doesn’t just mean financial comfort; it means having the energy, clarity, and peace of mind to actually enjoy the life [...]
The Fed Holds Rates, Here’s What That Means for Your Retirement
For the fourth time in a row, the Federal Reserve has decided to hold interest rates steady, keeping the federal funds rate at 4.25%–4.50%. On the surface, that might sound uneventful—but beneath the calm, there’s plenty going on. And if you're retired or nearing retirement, the ripple effects of this decision are worth paying attention to. So, what’s driving the [...]
Can You “Teach an Old Dog New Tricks?” In Retirement, That’s the Whole Point
You’ve heard the saying: “You can’t teach an old dog new tricks.” It’s often said with a shrug, as if change becomes impossible after a certain age. But if you ask us, retirement is the perfect time to prove that phrase wrong with style, grace, and maybe even a little salsa dancing. After years, or decades, of working hard, raising [...]
