Advisor

Blog Category - Advisor

A businessman in a suit poses thoughtfully with his hand on his chin, overlaid with images of a city skyline and financial graphs, symbolizing investment decisions, economic analysis, or corporate strategy.

The Psychology of Investment Slowdowns…

By Barb / February 9, 2024

Managing Emotions for Sound Decision Making In the world of investing, navigating through turbulent times is inevitable. From market downturns to unexpected shifts in the economy, investors often find themselves…

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A close-up image showing U.S. currency and a white label with the text "401k Savings," symbolizing retirement planning and financial savings.

2024 401k Rules Adjust – Are You Making the Most of Updated Limits?

By Barb / January 20, 2024

As the new year kicks off, have you checked the latest on 401(k) contribution limits? Understanding the changes allows fully optimizing your strategy. This quick guide makes it easy to…

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A joyful multi-generational family wearing Santa hats and festive sweaters gathers around a Christmas dinner table, holding sparklers and smiling in front of beautifully decorated Christmas trees.

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 outside our windows. Those familiar…

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Senior couple sitting closely together, reviewing a document with serious expressions, possibly discussing finances or healthcare plans.

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 the three primary choices: Independent…

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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 approached, she reflected on the…

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Older woman painting on a canvas in a brightly lit art class, surrounded by other adults focused on their own artwork.

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. Let’s talk about the transformative…

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Smiling female caregiver handing a glass of water to an elderly man sitting on a couch in a bright, comfortable room.

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 all, what’s the point of…

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A happy senior couple stands outdoors, smiling warmly at each other. The man has grey hair and glasses and wears a light beige sweater, while the woman has white hair tied back and wears a light jacket. Behind them is a large, elegant house covered in ivy, surrounded by lush green trees and gardens.

What to Consider When Choosing Your New Home in a Retirement Community

By Barb / October 13, 2023

Choosing the perfect retirement community is a monumental decision. It’s not just about finding a new home; it’s about embracing a lifestyle that suits your needs, desires, and dreams for…

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A magnifying glass hovers over a bar graph with green and blue segments, emphasizing the title "INTEREST RATES" at the top. The chart appears on a printed financial report, with other documents, a calculator, and a spiral notebook visible in the blurred background.

High Interest, High Stakes (Can a Retiree Thrive in a Rising Rate World?)

By Barb / October 6, 2023

Financial stability during your golden years is paramount. One factor that can significantly impact your retirement plans is the prevailing interest rates. Now, what really is it and how does…

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A joyful senior couple stands by the seaside, with rocky cliffs and a coastal town in the background. The man points excitedly toward the horizon while smiling, and the woman, wearing sunglasses, leans into him with a content expression. The warm sunlight highlights the scenic view and their happy moment together.

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 hard-earned savings. Learn the art…

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