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We help individuals and families pursue their ideal retirements.

Transform Your Retirement Savings with This Simple, Overlooked Strategy!

By Barb | July 26, 2024

How can you make the most of your savings with the current high CD (Certificate of Deposit) rates? CDs might sound old-school, but they have…

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Simple Strategies to Avoid Running Out of Money in Retirement

By Barb | July 19, 2024

Retirement should be a time of relaxation and enjoyment, not financial stress. However, many retirees face the fear of outliving their savings. By implementing strategic…

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5 RMD Myths Every Retiree Must Know to Avoid Costly Mistakes!

By Barb | July 12, 2024

Retirement is an exciting phase of life, but managing your finances can be tricky. One key aspect you’ll need to master is Required Minimum Distributions…

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Think It’s Too Late? Top Strategies to Save Your Retirement Today

By Barb | July 5, 2024

According to a 2023 survey by the Economic Policy Institute, “nearly half of American households have no retirement savings”. This can be a frightening and…

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4th of July is Coming! Are You Truly Financially Independent?

By Barb | June 28, 2024

The 4th of July is almost here, and while we’re gearing up to celebrate freedom and independence, it’s also a good time to think about…

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10 Must-Know Pension Tips to Boost Your Retirement

By Barb | June 21, 2024

With recent changes in pension laws and the ever-evolving economic landscape, understanding how to make the most of your pension has never been more crucial.…

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Revamp Your Retirement Withdrawals with These 10 Expert Tips!

By Barb | June 14, 2024

Did you know that 63% of retirees worry about running out of money during retirement? According to a study by Allianz Life, this concern is…

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8 Financial Pitfalls Dads Encounter in Retirement—And Proven Strategies to Avoid Them!

By Barb | June 7, 2024

When planning for retirement, dads often face unique financial challenges that impact their financial security. Understanding these challenges and the psychological reasons behind them can…

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From Dream to Reality: 9 Unbelievable Ways Retirees Can Travel the World for Less

By Barb | May 31, 2024

Did you know that your retirement years can be the perfect time to explore the world without spending a fortune? Traveling on a fixed income…

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Veterans: Don’t Fall for These 5 Retirement Traps!

By Barb | May 24, 2024

Sergeant John Smith, who after serving 20 years in the Air Force, is facing his retirement. John, like many veterans, thought he had his post-service…

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10 Books to Read This Summer for a Richer Retirement

By Barb | May 17, 2024

Summer’s the perfect time to get into a good book, especially one that can brighten your financial future. Chilling by the pool or curled up…

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5 Mother’s Day Gift Ideas That Money CAN Buy (Literally!)—And One is FREE!

By Barb | May 10, 2024

This Mother’s Day, why not give a gift that does more than just put a smile on her face for a day? Consider these thoughtful…

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