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Our Blog2025-08-28T17:41:42+00:00

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5 Great Activities for Retirees This Spring

Spring is here, and with it comes fresh opportunities to embrace life, stay active, and make the most of your retirement years. After a long winter, there’s no better time to shake off the cold, soak in the sunshine, and enjoy the season of renewal. Whether you’re looking for adventure, relaxation, or a bit of both, here are five fulfilling [...]

May 2nd, 2025|Lifestyle|

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, [...]

April 28th, 2025|Economy, Government, Taxes & Tax Planning|

Is It Time to Refresh Your Annuity? Here’s Why You Might Consider It

Annuities have long been a cornerstone for those seeking a steady income stream in retirement. However, the financial landscape is ever-evolving, and what worked a few years ago might not be the best fit today. With rising interest rates, inflation concerns, and innovative annuity products entering the market, now might be a great time to reassess your annuity strategy. Capitalizing [...]

April 21st, 2025|Financial Planning, Investing, Retirement Planning|

How to Support Your Aging Parents Without Sacrificing Your Financial Stability

Supporting your aging parents is one of the most meaningful things you can do—but what happens when their financial needs start to clash with your own? The last thing you want is to jeopardize your own future while trying to help them. Fortunately, with some careful planning, you can strike a balance between generosity and financial health. Have the Money [...]

April 14th, 2025|Financial Planning|

Travel Tips for Retirees: How to See the World Stress-Free

Retirement isn’t just the end of a career—it’s the beginning of a new adventure. With the freedom to travel when and where you want, you can finally take those bucket-list trips, revisit favorite destinations, or explore new cultures at your own pace. But before you pack your bags and book your flight, a little preparation can go a long way [...]

April 11th, 2025|Travel|

Is a Roth IRA Conversion in Your Future?

Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual Retirement Accounts (IRAs), especially when considering the timing and financial landscape. Identifying optimal windows for Roth conversions can lead to significant tax advantages and may enhance retirement income. Here are key opportunities to consider: During Market Downturns Market declines can [...]

April 7th, 2025|Retirement Income, Retirement Planning|

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