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How Could the One Big Beautiful Bill Impact Taxes for Retirees?

The One Big Beautiful Bill (OBBB) includes several tax changes that directly affect retirees, especially how their Social Security is taxed, how much of their income is shielded by deductions, and how much they can deduct in-state and local taxes (SALT). While some speculate that tax deductions could cause further deficit and Social Security Trust [...]

By |2025-07-25T13:44:42-04:00July 28th, 2025|Blog, Government, Tax Planning, Taxes|

Savor the Season: Easy Summer Cooking Ideas for a Delicious Retirement

Retirement is the perfect time to rediscover the simple joys of life, like the pleasure of a great meal enjoyed at your own pace. Without the daily grind of commuting or office obligations, summer afternoons and evenings are wide open for relaxed cooking, fresh flavors, and new recipes to try. Whether you’re a seasoned home [...]

By |2025-07-25T08:58:15-04:00July 25th, 2025|Blog, Lifestyle|

What Retirees Need to Know About the New “One Big Beautiful Bill”

President Trump’s newly passed “One Big Beautiful Bill” (OBBB) is making headlines, and retirees might want to pay close attention. Aimed at expanding the 2017 Tax Cuts and Jobs Act (TCJA), this sweeping legislation includes a mix of tax breaks and potential pitfalls that could impact seniors for years to come. Potential Benefits of the [...]

By |2025-07-21T08:11:02-04:00July 21st, 2025|Blog, Financial Planning, Government|

Jog Into Retirement: How & Why to Become a Runner in Your Golden Years

Retirement isn’t about slowing down—it’s about choosing what moves you. And for many retirees looking to stay active, clear their heads, and improve their health, jogging is the perfect place to start. The Benefits of Running in Retirement Jogging offers one of the most accessible, low-cost ways to boost both physical and mental health. It [...]

By |2025-07-18T09:28:27-04:00July 18th, 2025|Blog, Health & Wellness, Lifestyle|

Will Your Retirement Outlive You? The Real Risk of Longevity

Most retirees don’t fear market crashes or inflation nearly as much as they fear one very real possibility: running out of money. And yet, many financial plans focus on growing your nest egg, not preserving and distributing it over a retirement that could span decades. The Longevity Problem This is the core of longevity risk—the [...]

By |2025-07-14T09:39:02-04:00July 14th, 2025|Blog, Retirement Income Planning, Retirement Planning|

5 Tips to Be an Awesome Grandparent

Retirement isn’t just about beach walks and brunch dates—it’s also your time to shine in one of life’s greatest roles: grandparent. Whether you’re a seasoned pro or newly initiated into the club, being an awesome grandparent goes far beyond handing out candy and telling “when I was your age” stories. It’s about making memories, being [...]

By |2025-07-11T09:27:49-04:00July 11th, 2025|Blog, Lifestyle|

Claiming Social Security at the Right Time Could Change Your Retirement

For many retirees, Social Security isn’t just a monthly deposit—it’s the foundation of their entire retirement income. But choosing when to claim it isn’t as simple as picking a birthday and signing paperwork. It’s a decision with lifelong consequences. Claim too early, and you could lock in thousands less per year. Wait too long without [...]

By |2025-07-07T09:06:25-04:00July 7th, 2025|Blog, Financial Planning, Social Security|

Celebrate Freedom: A Patriotic Look at the 4th of July in Retirement

Every summer, Americans gather to celebrate one of the most cherished days in our nation’s history: the 4th of July. From fireworks lighting up the night sky to backyard barbecues, parades, and patriotic tunes, Independence Day is more than just a holiday—it’s a powerful reminder of our shared history and the enduring values of freedom, [...]

By |2025-07-03T09:18:28-04:00July 3rd, 2025|Blog, Lifestyle|

Why It’s Crucial to Boost Savings Before Retirement

For those nearing retirement, there’s one truth that becomes increasingly clear: the window to build wealth narrows with each passing year. While starting early is always ideal, it’s not too late for pre-retirees in their 50s or early 60s to make meaningful progress toward financial security. In fact, now is the time to double down [...]

By |2025-06-30T08:58:57-04:00June 30th, 2025|Blog, Financial Planning, Investing, Retirement Income Planning|

Lettuce Grow Up: Why Retirees Are Falling in Love with Vertical Farming (and How to Get Started)

There comes a moment in retirement when you ask yourself the big questions. Like, “Should I finally learn the ukulele?” Or, “What if I grew my own salad greens in a high-tech tower of leafy joy?” Welcome to the increasingly trendy world of vertical farming—where retirees are growing basil in their kitchens, harvesting strawberries from [...]

By |2025-06-26T12:21:23-04:00June 27th, 2025|Blog, Lifestyle|
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