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We help individuals and families pursue their ideal retirements.

Jet-Setting on a Budget

By Barb | September 11, 2023

🌍✈️ Retirement doesn’t mean bidding farewell to your wanderlust dreams. In fact, it’s the perfect time to explore the world while being mindful of your…

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Retirement Ahead -> How Much Money Do You Really Need?

By Barb | September 1, 2023

First off, kudos to you for thinking ahead! 🎉 Retirement is your time to shine, relax, and enjoy life without the 9-to-5 grind. But let’s…

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The Allure and Realities of Retiring Early: A Comprehensive Guide

By Barb | August 25, 2023

Are you tired of the daily grind, dreaming of leisurely mornings and the freedom to explore your passions? The concept of early retirement has gained…

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Retirement Reinvented – Cultivating Joy through Homesteading

By Barb | August 18, 2023

Picture this: a cozy farmhouse, lush gardens, chickens clucking happily, and the tranquility of a simpler, more self-sufficient life. That’s the common landscape of homesteading…

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Navigating Recession as a Retiree

By Barb | August 11, 2023

Fearing an imminent recession? Well, who wouldn’t? Retirement is a time of relaxation and fulfillment, but recession can create uncertainty and worry. But fear not!…

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The Impact of Debt on Your Retirement

By Barb | August 4, 2023

Retirement is a time to enjoy the fruits of your labor, relax, and pursue your dreams. However, one factor that can cast a shadow on…

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Smart Retirement Planning Tips for 20-Somethings

By Barb | July 21, 2023

Congratulations! You’re at the beginning of an incredible journey, and now is the perfect time to start planning for your retirement. Let’s explore some smart…

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Mutual Funds for Retirement Bliss? Are They Still Relevant?

By Barb | July 14, 2023

These are questions I often come across clients who question the relevance of mutual funds in today’s dynamic financial landscape. Let’s see if mutual funds…

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Embracing the Three Phases of Retirement

By Barb | July 7, 2023

Retirement is a significant milestone in one’s life, offering a chance to enjoy the fruits of our labor and pursue our passions. As a pre-retirement…

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Embrace Meaningful Adventures in Retirement!

By Barb | June 30, 2023

We understand that finding fulfilling activities to fill your extra hours during retirement can be challenging. So let’s explore strategies to help you embrace the…

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Unveiling Retirement’s Healthcare Realities

By Barb | June 23, 2023

Retirement comes with the gift of time, and that means you can finally focus on your health. Regular check-ups, preventive care, and adopting a healthier…

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The 70-80% Rule: A General Guideline for Determining a Good Monthly Retirement Income

By Barb | June 9, 2023

Retirement is an important phase in life that requires careful planning to ensure financial security. One of the key considerations when planning for retirement is…

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