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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, [...]

By |2025-09-05T01:14:21-04:00September 5th, 2025|Blog, Lifestyle, Travel|

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 [...]

By |2025-08-29T10:32:41-04:00August 29th, 2025|Blog, Lifestyle|

“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. [...]

By |2025-08-25T08:58:21-04:00August 25th, 2025|Blog, Investing, Retirement Income Planning, Retirement Planning|

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 [...]

By |2025-08-22T10:58:17-04:00August 22nd, 2025|Blog, Health & Wellness, Lifestyle|

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 [...]

By |2025-08-18T09:57:17-04:00August 18th, 2025|Blog, Economy, Federal Reserve|

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 [...]

By |2025-08-15T10:04:25-04:00August 15th, 2025|Blog, Lifestyle|

How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones

There’s a well-known saying: “Nothing is certain except death and taxes.” But what’s often left out is how closely those two concepts can intersect—especially when it comes to your legacy. Many people spend a lifetime building wealth to leave something meaningful behind. But without a thoughtful plan, more of that wealth could go toward taxes, [...]

By |2025-08-11T10:15:08-04:00August 11th, 2025|Blog, Estate Planning, Tax Planning|

Cozy & Conscious: Curating a Retirement Watchlist That Inspires Better Living

Retirement offers the freedom to explore new interests and revisit old passions. While it's tempting to fill leisure time with passive entertainment, choosing content that both delights and enriches can lead to a more fulfilling retirement experience. Enter the concept of a cozy and conscious watchlist—a curated selection of shows and documentaries that entertain while [...]

By |2025-08-08T10:34:42-04:00August 8th, 2025|Blog, Entertainment, Lifestyle|

How the OBBB Could Affect Your Healthcare Situation

When it comes to retirement planning, long-term care is one of the most overlooked and expensive needs. And for many retirees, Medicaid has historically been a financial safety net that helps cover those costs. The One Big Beautiful Bill (OBBB) is bringing changes that could significantly change how that safety net works, who it’s for, [...]

By |2025-08-01T10:00:18-04:00August 4th, 2025|Blog, Government, Healthcare|
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