Advisor

Blog Category - Advisor

Smiling elderly couple at home; the man is sitting on a couch using a laptop while the woman stands behind him with her hands resting on his shoulders. Both appear happy and relaxed in a bright, cozy living room.

The One Big Beautiful Bill Just Changed Your Retirement Game

By Barb / July 28, 2025

Note: This post refers to the 2025 federal legislation, the One Big Beautiful Bill Act—not a personal finance strategy. A New Tax Reality for Retirees Your monthly Social Security check…

View the Full Article
Senior couple attentively speaking with a professional while reviewing documents, possibly discussing estate planning or retirement arrangements

Three Simple Steps That Keep Your Family Out of Legal Limbo

By Barb / June 23, 2025

You know that uneasy feeling when you wonder what would happen if something happened to you? That quiet worry in the back of your mind—what if your adult kids have…

View the Full Article
A smiling elderly couple sits on a sofa, engaged in a warm conversation with a younger woman who is sitting across from them, possibly a caregiver or advisor. The setting appears to be a cozy, home-like environment.

How Rising Interest Rates Affect Your Retirement Money

By Barb / June 16, 2025

You’ve probably noticed it at the bank. That CD rate that was practically zero for years? It’s finally offering something decent. Your savings account might even be paying a little…

View the Full Article
Serious older man in dress shirt and tie holding up his hand in a stop gesture.

Stop Overpaying in Retirement

By Barb / June 2, 2025

You’ve Spent a Lifetime Earning—Now Use Senior Discounts to Keep More Retirement should be the time when your money works for you—not the other way around. But many retirees still…

View the Full Article
Senior couple sitting at a table using a laptop together, reviewing documents or finances at home. They appear focused and content, with natural daylight coming through the windows in a modern kitchen setting.

Tax Day is Here Last-Minute Tips for Retirees to File with Confidence

By Barb / April 7, 2025

Don’t Let Tax Day Catch You Off Guard Tax Day is here, and if you’re still sorting through forms, wondering if you missed something, you’re not alone. Taxes in retirement…

View the Full Article
Medicare Mistakes That Are Costing Retirees Thousands

Medicare Mistakes That Are Costing Retirees Thousands

By Barb / March 31, 2025

Are You Overpaying Without Even Realizing It? Are you paying hundreds more than necessary for Medicare each month? Many retirees in Colorado Springs are—often without realizing it. That’s thousands of…

View the Full Article
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 the right choices with it?…

View the Full Article
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 vacations or luxury splurges that…

View the Full Article
Smiling senior couple reviewing finances together at home. The man is holding a pen and notepad, while the woman uses a calculator. A model house and files are on the desk, with a shelf of folders and a fruit bowl in the background.

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 to put off. Whether you’ve…

View the Full Article
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 years saving for his dream…

View the Full Article

Recent Posts

Categories