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Posts by Barb
The Truth About Pensions Every Retiree Should Know
You’ve worked hard to build a secure retirement, and if you have a pension, it’s one of your most valuable assets. But are you making the right choices with it?…
Read More5 Hidden Retirement Costs That Can Drain Your Savings—And How to Avoid Them
You’ve worked hard, saved diligently, and finally stepped into retirement. But what if your budget isn’t as secure as you thought? It’s not the big vacations or luxury splurges that…
Read MoreDeclutter Your Retirement Finances in Just 7 Simple Steps
Remember that satisfying feeling of finally organizing a messy kitchen drawer? Getting your retirement finances in order brings that same peace of mind—but it’s easy to put off. Whether you’ve…
Read MoreThe Hidden Costs of Healthcare in Retirement—and How to Plan for Them
That dream retirement home in Florida? The golf membership? Those plans might need a reality check. Take Tom and Susan, for example. Tom spent 30 years saving for his dream…
Read More10 Ways to Build Your Dream Retirement Together
Mike always imagined retirement filled with morning golf and road trips in their RV. Linda? She loved her job and wanted five more years at the office. If this sounds…
Read MoreHow to Plan the Perfect Retirement Valentine’s Date on a Budget
Remember those early dating days? You’d spend hours picking the perfect outfit, your heart racing as you waited for that doorbell ring. Fast forward through decades of mortgage payments, kids’…
Read MoreYour 2025 Retirement Financial Checklist: Start the New Year with Confidence
As 2025 begins, it’s time to revisit your retirement strategy with fresh eyes. Whether retirement feels like a distant dream or is just around the corner, having a clear and…
Read More8 Holiday Spending Tips to Keep Your Retirement Savings Secure
The holidays are filled with opportunities to create cherished memories with loved ones, but they can also bring financial pressure. For retirees, this season often leads to unplanned expenses that…
Read MoreMaximizing Your Social Security Benefits: Strategies and Tips
When it comes to retirement, every dollar counts, and Social Security benefits are no exception. With careful planning and smart decisions, you can significantly increase the amount you receive over…
Read More10 Essential Steps to Protect Your Retirement Goals
Year-End Financial Checklist: 10 Essential Steps to Protect Your Retirement Goals The end of the year is more than just a time for celebration—it’s an opportunity to take control of…
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