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We help individuals and families pursue their ideal retirements.

An elderly couple sitting together in a well-lit living room, looking at a laptop screen. The woman, wearing glasses and a striped shirt, rests her chin on her hand, while the man, wearing a light-colored patterned shirt, focuses on the screen. Papers and documents are spread on the table in front of them.

The Truth About Pensions Every Retiree Should Know

By Barb | March 17, 2025

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…

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An elderly couple with light skin, sitting together in a bright living room, holding a pink piggy bank. They both have excited and surprised expressions as they look at the piggy bank, symbolizing savings or financial planning. The woman has short white hair and is wearing a light yellow shirt, while the man has gray hair and is wearing a plaid button-up shirt.

5 Hidden Retirement Costs That Can Drain Your Savings—And How to Avoid Them

By Barb | March 10, 2025

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…

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Declutter Your Retirement Finances in Just 7 Simple Steps

By Barb | March 3, 2025

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…

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A senior woman with short blonde hair, glasses, and a pearl necklace smiles while sitting on a couch as a healthcare professional in blue scrubs takes her blood pressure. A walker with large wheels is positioned nearby, and the setting appears to be a well-lit, comfortable home with plants in the background.

The Hidden Costs of Healthcare in Retirement—and How to Plan for Them

By Barb | February 24, 2025

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…

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10 Ways to Build Your Dream Retirement Together

By Barb | February 17, 2025

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…

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How to Plan the Perfect Retirement Valentine’s Date on a Budget

By Barb | February 10, 2025

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…

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Your 2025 Retirement Financial Checklist: Start the New Year with Confidence

By Barb | December 30, 2024

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…

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8 Holiday Spending Tips to Keep Your Retirement Savings Secure

By Barb | December 23, 2024

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…

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Maximizing Your Social Security Benefits: Strategies and Tips

By Barb | December 16, 2024

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…

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10 Essential Steps to Protect Your Retirement Goals

By Barb | December 9, 2024

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…

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Review Your Insurance Policies and Long-Term Care Plans Before the Year Ends

By Barb | December 2, 2024

December is a time for reflection and planning—making it the perfect opportunity to review your insurance coverage. For retirees and those nearing retirement, this isn’t…

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6 Thoughtful Ways to Express Gratitude to Loved Ones This Thanksgiving

By Barb | November 25, 2024

Thanksgiving is a celebration of gratitude, family, and community—a chance to appreciate the people who make your life richer. Expressing gratitude thoughtfully goes beyond saying…

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