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We help individuals and families pursue their ideal retirements.

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…

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…

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…

Planning for Retirement: Exploring the Three Most Common Retirement Plan
Types

By Barb | June 1, 2023

Retirement planning is an essential part of financial planning that requires careful consideration of various factors. One crucial aspect of retirement planning is selecting the…

Retirement Income: What Is Considered ‘Good’ and How to Achieve It

By Barb | May 5, 2023

A good retirement income is typically one that allows you to maintain your standard of living without having to worry about running out of money…

Retirement Planning Made Easy: 5 Key Steps to Secure Your Financial Future

By Barb | April 12, 2023

Retirement planning is an essential process that helps you achieve financial security in your golden years. It is a process that requires careful consideration and…

Roth IRA – Convert or Contribute?

By Barb | September 4, 2019

Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement…

5 Common Mistakes to Avoid in Retirement

By Barb | August 23, 2019

You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire…

What’s Your Risk Tolerance?

By Barb | August 8, 2019

Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate. An aggressive investor, one with…

3 Ways to Boost Your Social Security Benefits

By Barb | July 31, 2019

A question we hear often is “Is it possible to increase my Social Security benefits?” The answer is yes, there are 3 basic ways you…

Impact of Inflation in Retirement

By Barb | July 16, 2019

The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement…