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How to Give Back Without Sacrificing Retirement Savings

Charitable contributions and acts of kindness provide many people with personal satisfaction and a life purpose. However, it is essential to remember that giving back should not jeopardize one's financial stability. This article outlines practical strategies for making a meaningful impact without sacrificing retirement savings. Volunteer—Some believe donating money is the only way to give [...]

By |2025-01-17T15:46:06-05:00January 17th, 2025|Blog, Charitable Giving, Financial Planning|

First Steps to Starting the Estate Planning Process

Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential to approach this process with sensitivity, acknowledging the emotional complexities involved. Here's a guide to help you navigate estate planning thoughtfully [...]

By |2025-01-13T15:20:02-05:00January 13th, 2025|Blog, Estate Planning|

The Holidays are a Great Time to Learn to Snowshoe!

Snowshoeing is a fun, low-impact, and beginner-friendly winter sport. It's a fantastic way to explore the snow-filled landscapes and get a heart-pumping workout. If you're new to snowshoeing, don't fret! Here's your guide to getting started. Choosing Your Snowshoes The first step in learning how to snowshoe is selecting the right pair. Snowshoes come in [...]

By |2025-01-10T10:13:53-05:00January 10th, 2025|Blog, Lifestyle|

4 MORE Mistakes to Avoid Before You Officially Retire

As we turn to the new year, it’s important to make sure your retirement strategy bases are covered—helping you maintain financial stability so you can build an enriching retirement. Here are four more mistakes to look out for and avoid as you prepare for your golden years. Not Having a Withdrawal Strategy A common mistake [...]

By |2025-01-06T11:14:16-05:00January 6th, 2025|Blog, Retirement Planning|

New Year, New Beginnings: Building Your Dream Retirement Lifestyle

The start of a new year is the perfect time to reflect, set goals, and make meaningful changes. For retirees or those nearing retirement, it’s also an opportunity to envision what the next chapter of life should look like. Whether you’ve already stepped into retirement or are planning ahead, here’s some advice to help you [...]

By |2025-01-03T12:06:04-05:00January 3rd, 2025|Blog, Lifestyle|

4 Mistakes to Avoid Before You Officially Retire

Retirement marks the start of a new chapter filled with opportunities for relaxation, travel, personal growth, and more. However, a financially stable, smooth transition requires careful planning to avoid common pitfalls. Here are four mistakes to sidestep as you prepare for your golden years. Underestimating Healthcare Costs Healthcare is one of the largest expenses in [...]

By |2024-12-30T11:45:49-05:00December 30th, 2024|Blog, Retirement Planning|

Eight Woodworking Projects to Start Today

Woodworking is an incredibly rewarding hobby, especially for retirees who have more free time to invest in creating practical, beautiful pieces. Not only does it offer a creative outlet, but it also provides a sense of accomplishment and can lead to useful items for the home or as gifts. Here are some woodworking projects that [...]

By |2024-12-20T10:29:16-05:00December 20th, 2024|Blog, Hobbies, Lifestyle|

The Pros and Cons of Life Insurance: An Overview

Life insurance can be a great piece of financial support for your family, but, in some cases, also for your immediate financial needs. Life insurance has been around for centuries, providing peace of mind and financial security to millions of families worldwide. However, like any financial decision, purchasing life insurance comes with its own set [...]

By |2024-12-16T10:14:38-05:00December 16th, 2024|Blog, Insurance|

Outsmart Your Grandkids at Indoor Pickleball

As a grandparent, there's nothing more fulfilling than a playful competition with your grandkids. You may find that they're faster and more agile than you, but that doesn't always mean they're going to win! If pickleball is your game of choice, here's how you can beat them at their own game by working smarter, not [...]

By |2024-12-13T14:08:10-05:00December 13th, 2024|Blog, Hobbies, Lifestyle|
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