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5 Fun Winter Activities to Try

Winter is a magical season filled with frosty landscapes, cozy fires, and the promise of the holiday season. While the cold weather might encourage some to stay in, there's a myriad of activities that can keep you entertained throughout the season. Here are five engaging winter activities you can try. Craft a Gingerbread House Gingerbread [...]

By |2023-11-21T21:39:24-05:00November 24th, 2023|Blog, Lifestyle|

Understanding the Four Phases of Your Retirement Budget Strategy

One way of thinking about retirement is that it happens in phases. The length of each phase and the strategies for each are going to differ from person to person, but this can be a helpful way to break down a very complex topic. We’re going to break down each one of the phases and [...]

By |2023-11-20T10:10:28-05:00November 20th, 2023|Blog, Retirement Income Planning, Retirement Planning|

Take Advantage of These Tax Strategies Before the Year Ends

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws [...]

By |2023-11-13T11:02:09-05:00November 13th, 2023|Blog, Tax Planning, Tax Strategies|

Four Movies to Add to Your Winter Watchlist

As winter approaches, the weather outside is getting colder, and the nights are drawing in. It's the perfect time to curl up on the sofa with a hot drink and enjoy some great films. Here are four fantastic movies that are perfect for the winter season. Christmas Inheritance First on the list is the heartwarming [...]

By |2024-03-22T13:15:30-04:00November 10th, 2023|Blog, Entertainment, Lifestyle|

4 Birthdays Crucial to Your Pre-Retirement Plan

There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. Here are 4 important birthdays to make note of as you set up your financial future:   Catch-Up Contributions Begin at Age 50 When you [...]

By |2023-11-06T08:38:59-05:00November 6th, 2023|Blog, Retirement Planning|

Become a Magazine Person in Retirement

In this digital age, shifting our attention back to the tangible world of magazines might seem like a step back, but there's a certain charm and satisfaction in flipping through the crisp pages of a well-curated publication. Here are some compelling reasons to revisit the world of magazines and a few exceptional recommendations to get [...]

By |2023-11-02T16:58:37-04:00November 3rd, 2023|Blog, Lifestyle|

Social Security Strategies to Discuss with a Financial Professional

Everyone’s financial situation is different. Loan status, job situation, and the age of your kids all significantly impact your financial situation as you approach retirement. When it comes to Social Security there are a lot of different factors to consider, and the right path forward may not be apparent to you. Just because someone else [...]

By |2023-10-30T13:25:04-04:00October 30th, 2023|Blog, Social Security|

3 Unique Hobbies for Retirees to Try

Retirement is a golden period of life, brimming with opportunities for exploring new hobbies and revisiting old ones. Maybe you're interested in exploring model trains. Maybe you're looking to travel the world. This phase affords retirees the time and freedom to dive into activities that can enrich their lives both mentally and physically. Three hobbies [...]

By |2023-10-25T13:13:31-04:00October 25th, 2023|Blog, Lifestyle|
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