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Five Books on the History of Finances

In the intricate web of human history, the evolution of finance has been a driving force, shaping economies, cultures, and societies. From the origins of money and debt to the mechanisms of modern financial systems, the interplay of finance and civilization has been a compelling narrative woven through the annals of time. In this article, [...]

By |2024-06-14T10:57:12-04:00June 14th, 2024|Blog, History|

Balancing Income and Growth in Your Retirement Portfolio

First of all, if you’ve made it to your retirement, congratulations! But we do have some other news: you’re not done working yet! Now that you’ve entered your golden years, you’re going to have to build up income strategies to make sure that your money will last for the rest of your retirement. The trick [...]

By |2024-06-10T03:19:14-04:00June 10th, 2024|Blog, Investment Strategies, Retirement Income|

How to Visit Amazing National Parks…For Free!

National parks are one of this country’s greatest cultural and natural assets. Exploring them in retirement can be enriching, fulfilling, and grounding in indescribable ways. But such a trip can be expensive. That’s why we’ve compiled this list of dates when national parks are free to help protect your budget as you live the enriching [...]

By |2024-06-07T10:40:09-04:00June 7th, 2024|Blog, Travel|

Why You Shouldn’t Postpone Your Retirement Contributions

You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement isn’t on your radar. You may also be thinking, “How impactful could just a small amount of money saved really be for me—will it make a difference?” [...]

By |2024-06-03T02:37:34-04:00June 3rd, 2024|Blog, Financial Planning, Retirement Planning|

Be a Role Model for Your Kids and Grandkids in Retirement

As you enter retirement, you have the chance to be a role model for your kids and grandkids, inspiring them to embrace life to its fullest extent. It's time to do inspiring things and challenge yourself, showing your loved ones that age is just a number. Consider taking on new adventures, whether it's bungee jumping, [...]

By |2024-05-31T12:07:07-04:00May 31st, 2024|Blog, Lifestyle|

How Much Do Retirees Really Pay in Tax?

If you’re looking for information to inform your tax planning strategies for your retirement, look no further. Let’s start with the question everyone wants to know: Is it possible to receive income in retirement without taxes? While it may be technically possible, your optimal income sources probably have some type of taxation associated with them.[1] [...]

By |2024-05-28T10:53:29-04:00May 28th, 2024|Blog, Tax Planning, Taxes|

4 New Hobbies You Can Jump into This Spring

Pickleball: A Fusion of Fun and Fitness Pickleball, a fast-growing sport that combines elements of tennis, badminton, and table tennis, has captured the interest of people of all ages. Played on a smaller court with a paddle and a plastic ball, pickleball offers a dynamic workout while fostering a sense of camaraderie among players. Whether [...]

By |2024-05-24T07:23:37-04:00May 23rd, 2024|Blog, Lifestyle|

The Basics of Planning for Healthcare in Retirement

Most couples will spend about $315,000 on healthcare in retirement.[1] Let that number sink in. Do you have a plan for how you’re going to manage costs like that? Luckily, if you’re not sure, we have some recommendations! A solid retirement plan is a good place to start. Contributing to a retirement account may help [...]

By |2024-05-14T15:55:28-04:00May 20th, 2024|Blog, Healthcare, medicare|

World Baking Day: Celebrating the Joy of Baking

World Baking Day, celebrated annually on May 17th, is a delightful occasion that honors the art and science of baking.[1] This global celebration brings together baking enthusiasts from all walks of life to share their love for creating delectable treats and celebrating the joy of baking. Whether you're a seasoned baker or someone eager to [...]

By |2024-05-08T11:30:24-04:00May 17th, 2024|Blog, Lifestyle|
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