Blog

Slower Rate Cuts, The Market, and Your Finances

Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move... and with it, your account values may as well. Recent market volatility, driven by the Federal Reserve’s announcement to slow rate cuts, has left many retirees wondering what this means for their financial future. Let’s explore the situation [...]

By |2025-02-10T11:27:31-05:00February 10th, 2025|Blog, Economy, Investing, Stock Market|

5 Snacks from Your Youth That You Might Still Be Craving

In the realm of snacks, certain delicacies have graced our palates with unparalleled satisfaction. Let's embark on a nostalgic journey, exploring five such treats that have left an indelible impression on snack lovers: Jello Pudding Pops, Carnation Breakfast Bars, Danish-Go-Rounds, Laffy Taffy, and Reese's Pieces. Jello Pudding Pops Undoubtedly, Jello Pudding Pops were the epitome [...]

By |2025-02-07T11:29:50-05:00February 7th, 2025|Blog, Lifestyle|

LTC: Why You May Need It

Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, and social needs of chronically ill or disabled individuals. One important aspect is that LTC is not exclusive to older people. People of all ages may require it at some point due to debilitating circumstances, [...]

By |2025-02-03T11:58:43-05:00February 3rd, 2025|Blog, Healthcare|

How to Make Your Own Ceramic Plate

Making your own ceramic plates can be a rewarding and therapeutic process. It allows you to express your creativity while creating functional pieces for your home. One of the most effective methods for beginners is the stick and slab technique. Here's a comprehensive, step-by-step guide on how to make your own ceramic plates using this [...]

By |2025-01-31T15:21:26-05:00January 31st, 2025|Blog, Hobbies, Lifestyle|

Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs

Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and their combined estate, valued at $15 million, includes a mix of real estate, investments, and life insurance. They want to leave a legacy for their three children while supporting their [...]

By |2025-01-27T13:02:11-05:00January 27th, 2025|Blog, Estate Planning|

8 Riveting Memoirs to Add to Your Reading List in 2025

Retirement is a time of reflection, growth, and exploration. One of the most rewarding ways to spend your time is peeling back the curtain on the lives of others through memoirs. These personal stories offer us a window into the triumphs, challenges, and humanity of the talented people we’ve admired, making them relatable in ways [...]

By |2025-01-24T11:44:18-05:00January 24th, 2025|Blog, Entertainment, Lifestyle|

How LLIMMT Can Impact Retirement Savings

Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each of these elements plays a crucial role in shaping individuals' retirement outlook. This article covers LLIMMT and a comprehensive understanding of how each may impact planning for [...]

By |2025-01-20T22:50:48-05:00January 20th, 2025|Blog, Investing, Retirement Income, Retirement Income Planning|

How to Give Back Without Sacrificing Retirement Savings

Charitable contributions and acts of kindness provide many people with personal satisfaction and a life purpose. However, it is essential to remember that giving back should not jeopardize one's financial stability. This article outlines practical strategies for making a meaningful impact without sacrificing retirement savings. Volunteer—Some believe donating money is the only way to give [...]

By |2025-01-17T15:46:06-05:00January 17th, 2025|Blog, Charitable Giving, Financial Planning|

First Steps to Starting the Estate Planning Process

Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential to approach this process with sensitivity, acknowledging the emotional complexities involved. Here's a guide to help you navigate estate planning thoughtfully [...]

By |2025-01-13T15:20:02-05:00January 13th, 2025|Blog, Estate Planning|

The Holidays are a Great Time to Learn to Snowshoe!

Snowshoeing is a fun, low-impact, and beginner-friendly winter sport. It's a fantastic way to explore the snow-filled landscapes and get a heart-pumping workout. If you're new to snowshoeing, don't fret! Here's your guide to getting started. Choosing Your Snowshoes The first step in learning how to snowshoe is selecting the right pair. Snowshoes come in [...]

By |2025-01-10T10:13:53-05:00January 10th, 2025|Blog, Lifestyle|
Go to Top