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We help individuals and families pursue their ideal retirements.

What’s the Economic Outlook for Your Retirement?

By Barb | January 12, 2024

Wondering what major money events and economic trends might impact your retirement plans this year and beyond? As headlines make everything sound doom-and-gloom, let’s decode…

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Rocking Your Retirement in 2024 Even When Times Get Rocky

By Barb | January 1, 2024

I know you keep hearing certain doom-and-gloom forecasters throwing around the R-word (that’s “recession” for the macroeconomically uninitiated). Apparently some Wall Street number cruncher’s models…

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The Top 5 Christmas Eve Traditions for Retirees and Their Families

By Barb | December 22, 2023

There’s just something magical about Christmas Eve isn’t there? The palpable sense of anticipation hovering thick in the air. Twinkling lights adorning winter wonderlands right…

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Evaluating Long-Term Care Insurance: Is It Right for You?

By Barb | December 15, 2023

As you embark on the exciting journey toward retirement, it’s crucial to consider all aspects of your future well-being. One key puzzle piece in the…

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The Art of Downsizing… Tips for Simplifying Your Life Before Retirement

By Barb | December 8, 2023

Embarking on the journey towards retirement is an exciting chapter in life, but it often comes with the daunting task of downsizing. Don’t just simplify…

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Guide to Retirement Living Options

By Barb | December 1, 2023

What are the various retirement living options available to ensure your golden years are filled with comfort, security, and a sense of well-being? Here are…

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Evelyn’s Thanksliving Journey, A Thanksgiving Story!

By Barb | November 22, 2023

In Colorado Springs, where the autumn breeze carried whispers of gratitude, Evelyn, a retired schoolteacher found herself embracing the golden years of retirement. As Thanksgiving…

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Rediscover Hobbies, Reignite Your Spark

By Barb | November 17, 2023

When we think of retirement, we often picture relaxation and leisure, but it’s also an incredible opportunity to reignite your passions and explore new hobbies.…

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A Healthy Approach to Retirement Healthcare

By Barb | November 10, 2023

As you approach your golden years, it’s essential to invest not only in your financial well-being but also in your physical and mental health. After…

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Finding Fulfillment? Give Back in Your Golden Years

By Barb | November 3, 2023

As you’re on the cusp of your retirement, you might be wondering how to fill those glorious hours of newfound freedom. Sure, golf and lounging…

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Unmasking 10 Scary and Spooky Retirement Myths

By Barb | October 27, 2023

What could be scarier than the myths and misconceptions that haunt the world of retirement planning? Just like those ghoulish costumes, it’s time to unmask…

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Understanding Retirement Account Rollovers (A Step-by-Step Guide)

By Barb | October 20, 2023

As you embark on the exciting journey towards your golden years, it’s crucial to ensure that your hard-earned savings are working their hardest for you.…

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Ready to Take The Next Step?

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