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Fun Holiday Traditions for You and the Grandkids

It’s the weekend before Christmas, and travel plans may have already started! If you’re gearing up to see the grandkids soon, here are some fun activities you can try that just might become holiday traditions! Bake and Decorate Christmas Cookies Starting with a classic, who doesn’t love Christmas cookies? Kids love rolling dough, using cookie [...]

By |2025-12-18T09:08:54-05:00December 19th, 2025|Blog, Lifestyle|

5 Year-End Financial Moves for the Holidays

As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time to give your financial life a little attention before the calendar flips to a new year. Annual limits and other financial standards refresh at the end of [...]

By |2025-12-15T10:21:48-05:00December 15th, 2025|Blog, Financial Planning|

Celebrate the Season Without Overspending: Shopping Tips for Retirees

The holiday season is filled with warmth, tradition, and time with loved ones, but for many retirees, it can also bring financial stress. Between gift-giving, entertaining, decorations, and travel, the expenses can quickly add up. When you're living on a fixed income, this time of year can start to feel a bit overwhelming. But don’t [...]

By |2025-12-12T08:39:57-05:00December 12th, 2025|Blog, Financial Planning|

Should I Keep My Retirement Account or Use Annuities?

Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face as they approach retirement. But before we jump in, there’s no rule that says you have to pick one, and both offer different benefits and come with different limits [...]

By |2025-12-05T13:17:22-05:00December 8th, 2025|Blog, Financial Planning, Retirement Income|

Social Security Myths to Watch Out For

If you’ve come across advice like “Social Security is going broke” or “you’re better off just waiting until 70 to claim,” you’re far from alone. These and other commonly repeated notions are persistent myths that can steer well-meaning savers off course. If you’ve believed any of these ideas, it may be time to bring in [...]

By |2025-12-01T11:38:19-05:00December 1st, 2025|Blog, Social Security|

A Poem for Thanksgiving

"Thanksgiving Time" Langston Hughes, (1921) When the night winds whistle through the trees and blow the crisp brown leaves a-crackling down, When the autumn moon is big and yellow-orange and round, When old Jack Frost is sparkling on the ground, It's Thanksgiving time! When the pantry jars are full of mince-meat and the shelves are [...]

By |2025-11-21T09:30:07-05:00November 28th, 2025|Blog, Lifestyle|

Gratitude, Goals, and the Golden Years: Planning Your Ideal Retirement Lifestyle This Thanksgiving

Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning the big dinner menu. Family and friends will be gathering together to share stories of the year and enjoy delicious food and each other’s company. For those approaching retirement or [...]

By |2025-11-23T20:56:54-05:00November 24th, 2025|Blog, Lifestyle, Retirement Planning|

A Season for Giving Back: Volunteering in Retirement

Thanksgiving is a wonderful time to pause and reflect on everything we’re grateful for. And for many retirees, this season of gratitude can inspire a desire to give back. An organization with goals you care about may be looking for someone with your experience, free time or generosity, and this is the perfect time to [...]

By |2025-11-21T07:34:18-05:00November 21st, 2025|Blog, Lifestyle|
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