Retirement Investing

Blog Category - Retirement Investing

Smiling elderly couple sitting together, reviewing documents in a bright living room.

How to Create a Retirement Income Plan You Can Count On

By Barb / June 30, 2025

You’ve been putting money away for decades. Your 401(k) statement shows a respectable number. Social Security sends you those annual estimates. But lately, you’re lying awake at 3 AM wondering:…

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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…

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Elderly couple sitting together indoors, smiling and looking at a photo album. The man, wearing glasses and a blue checkered shirt, points at a picture while the woman, in a white top, looks on warmly. Bookshelves and a large window with a garden view are in the background.

Your Retirement Plan Needs a Reality Check Before July

By Barb / June 9, 2025

You checked your 401(k) balance in January and felt pretty good. But now it’s almost July — and things feel different. Maybe that spring trip to visit the grandkids ran…

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Smiling woman holding a happy young boy in her arms while standing in a golden wheat field during sunset.

You’ve Spent Your Life Taking Care of Others—Now It’s Time to Take Care of You

By Barb / May 9, 2025

For decades, you’ve put everyone else first. You were the one who stayed up with sick kids, who managed the house while balancing work, who cared for aging parents without…

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Smiling senior couple taking a walk in a city park. The woman is linking arms with the man as they stroll past greenery and a large decorative flower pot, with tall buildings visible in the background.

Your 2025 Retirement Financial Checklist: Start the New Year with Confidence

By Barb / December 30, 2024

As 2025 begins, it’s time to revisit your retirement strategy with fresh eyes. Whether retirement feels like a distant dream or is just around the corner, having a clear and…

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Senior couple walking together in a snowy park. The woman, wearing a beige coat and knit hat, is smiling and raising her finger as if sharing an idea, while the man in a yellow beanie and fur-lined parka listens attentively. Snow-covered trees and pathways surround them.

Maximizing Your Social Security Benefits: Strategies and Tips

By Barb / December 16, 2024

When it comes to retirement, every dollar counts, and Social Security benefits are no exception. With careful planning and smart decisions, you can significantly increase the amount you receive over…

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Loving senior couple embracing outdoors near a tree. The woman wraps her arms around the man from behind, both smiling warmly at each other. They are surrounded by lush greenery, creating a peaceful and joyful moment in nature.

10 Essential Steps to Protect Your Retirement Goals

By Barb / December 9, 2024

Year-End Financial Checklist: 10 Essential Steps to Protect Your Retirement Goals The end of the year is more than just a time for celebration—it’s an opportunity to take control of…

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Close-up of U.S. coins and dollar bills with an upward financial graph overlay. The glowing arrowed line represents economic growth or rising financial trends, symbolizing investment success, inflation, or market performance.

Simple Tax-Loss Harvesting Strategies for Retirement

By Barb / November 18, 2024

The Potential of Tax-Loss Harvesting for Retirees Retirement is a time to enjoy the fruits of your labor, but it also comes with financial challenges—like stretching your savings to cover…

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Business professionals in suits analyzing financial charts and graphs. The group is seated at a table, actively discussing documents with data visualizations and using pens to highlight key points, suggesting a meeting or financial planning session.

Is a Self-Directed IRA Right for You? The Pros and Cons You Need to Know

By Barb / November 11, 2024

When it comes to retirement savings, control can be a double-edged sword. A Self-Directed IRA (SDIRA) offers significantly more freedom than a traditional IRA, allowing you to invest in assets…

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Happy senior couple sitting on a couch using a laptop. They are smiling and enjoying the moment together, with the man’s arm around the woman. The cozy living room setting includes a green sofa and soft natural lighting.

The $100,000 Decision: Your 2024 Roth Conversion Master Plan

By Barb / November 4, 2024

2-minute read that could save you thousands The Stakes Are High A 60-year-old with a $500,000 traditional IRA could save over $100,000 in lifetime taxes with the right Roth conversion…

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