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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|

How to Up Your Golf Game in Retirement

Golf is a rewarding and challenging activity that can be enjoyed by individuals of all ages, including retirees. It's not just a game but an opportunity to stay physically active, mentally stimulated, and socially engaged. If you're looking to get better scores out on the green, try out these key tips and strategies. Stretch and [...]

By |2023-10-20T10:41:16-04:00October 20th, 2023|Blog, Lifestyle|

Don’t Forget that Medicare Open Enrollment is Here!

From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage to adapt to your needs.[1] Every year, there are changes to Medicare health plans and networks, so make sure that you know if your coverage is changing.[1]  If [...]

By |2023-10-16T11:46:18-04:00October 16th, 2023|Blog, Healthcare|

Overseas Destinations to Beat the Cold This Winter

Some people can't stand the cold of winter. They'll do anything to get away from it. If you are retired and you're looking for a winter escape, check out these possible destinations. Each one has warmth, beauty, and ample opportunities for relaxation and exploration.   Hawaii, USA Hawaii, the tropical paradise of the United States, [...]

By |2023-10-12T15:58:31-04:00October 13th, 2023|Blog, Travel|

Reexamining the Retirement Investment Portfolio

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation [...]

By |2023-10-09T09:53:35-04:00October 9th, 2023|Blog, Investment Strategies, Retirement Income Planning|
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