Financial Planning
Blog Category - Financial Planning
You know that feeling in early January when you open your credit card statement and wonder what happened? The holidays felt modest enough while they were happening, but somehow the…
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Why the 2026 COLA may not go as far as you think — and how to plan ahead As 2025 winds down, many retirees are taking stock of what the…
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Thanksgiving is all about gratitude, gathering, and good food—but it’s also the quiet kickoff to a season when spending can slip out of sync with your goals. For retirees living…
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As the days get shorter and calendars fill up with holiday plans, it’s easy to push financial tasks aside — especially when they don’t feel urgent yet. But for retirees,…
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Your alarm goes off at 6 AM. Again. You drag yourself up, thinking: do I really want to do this for another ten years? But then you imagine waking up…
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You know that feeling at 2 a.m. when your mind won’t shut off? When you’re staring at the ceiling, running through the same worries on repeat? Many retirees share that…
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Halloween might bring out ghosts, goblins, and pumpkins on porches, but for many retirees, the real chills don’t come from spooky movies — they come from money worries that sneak…
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December 30th. You’re wrapping up holiday plans when you remember—did you take your required minimum distribution this year? For retirees who’ve been managing RMDs for years, this moment might bring…
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After a turbulent few years of inflation, market swings, healthcare price hikes, and economic uncertainty, a quiet shift is taking place among retirees and those nearing retirement. It’s not about…
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“I didn’t realize my plan changed until I got the bill…” That’s what Susan, a 73-year-old retiree living in Rockrimmon, told us last year. Her Medicare Advantage plan dropped her…
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