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Be a Role Model for Your Kids and Grandkids in Retirement

As you enter retirement, you have the chance to be a role model for your kids and grandkids, inspiring them to embrace life to its fullest extent. It's time to do inspiring things and challenge yourself, showing your loved ones that age is just a number. Consider taking on new adventures, whether it's bungee jumping, [...]

By |2024-05-31T12:07:07-04:00May 31st, 2024|Blog, Lifestyle|

How Much Do Retirees Really Pay in Tax?

If you’re looking for information to inform your tax planning strategies for your retirement, look no further. Let’s start with the question everyone wants to know: Is it possible to receive income in retirement without taxes? While it may be technically possible, your optimal income sources probably have some type of taxation associated with them.[1] [...]

By |2024-05-28T10:53:29-04:00May 28th, 2024|Blog, Tax Planning, Taxes|

4 New Hobbies You Can Jump into This Spring

Pickleball: A Fusion of Fun and Fitness Pickleball, a fast-growing sport that combines elements of tennis, badminton, and table tennis, has captured the interest of people of all ages. Played on a smaller court with a paddle and a plastic ball, pickleball offers a dynamic workout while fostering a sense of camaraderie among players. Whether [...]

By |2024-05-24T07:23:37-04:00May 23rd, 2024|Blog, Lifestyle|

The Basics of Planning for Healthcare in Retirement

Most couples will spend about $315,000 on healthcare in retirement.[1] Let that number sink in. Do you have a plan for how you’re going to manage costs like that? Luckily, if you’re not sure, we have some recommendations! A solid retirement plan is a good place to start. Contributing to a retirement account may help [...]

By |2024-05-14T15:55:28-04:00May 20th, 2024|Blog, Healthcare, medicare|

World Baking Day: Celebrating the Joy of Baking

World Baking Day, celebrated annually on May 17th, is a delightful occasion that honors the art and science of baking.[1] This global celebration brings together baking enthusiasts from all walks of life to share their love for creating delectable treats and celebrating the joy of baking. Whether you're a seasoned baker or someone eager to [...]

By |2024-05-08T11:30:24-04:00May 17th, 2024|Blog, Lifestyle|

Spring Activity: Tie-Dye Shirts!

Whether you're a beginner or a seasoned crafter, mastering the art of tie-dyeing is a rewarding and enjoyable endeavor. Here's a comprehensive guide to help you embark on your tie-dyeing journey and create stunning, one-of-a-kind pieces. Gathering Materials: White Garments: Start with clean, white, 100% cotton shirts, dresses, or other clothing items. The natural fibers [...]

By |2024-05-08T11:17:29-04:00May 10th, 2024|Blog, Lifestyle|

The Importance of Wealth Protection in Retirement

You’ve worked for your entire career to set up the life that you’ve always wanted, but that doesn’t always mean that the money and assets you’ve gained over the years will last. A part of retirement planning that people often overlook is wealth protection planning. Without a proper wealth protection plan in place, your savings [...]

By |2024-05-06T09:30:09-04:00May 6th, 2024|Blog, Financial Planning, Investment Strategies|

Tips to Determine Your Retirement Lifestyle

Retirement marks a significant transition in life, offering the freedom to shape a lifestyle that aligns with your aspirations and financial capabilities. However, picking your lifestyle involves careful consideration of various factors to ensure a fulfilling and sustainable life for your golden years. Here are essential tips to help you navigate the process of defining [...]

By |2024-05-03T09:32:38-04:00May 3rd, 2024|Blog, Lifestyle|

Retirement Tips from Warren Buffet

Warren Buffet is one of the richest men in the world, and he is regarded as one of the savviest investors in history. Thankfully, he is fairly open about his investment strategies. If you are feeling a little lost about where to get started with your retirement plan, you may want to take a look [...]

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