Retirement

Blog Category - Retirement

Smiling older couple sitting at a table, reviewing a document together while looking at a laptop. They appear relaxed and happy, with coffee mugs and folders on the table and bright natural light coming through the windows behind them."

9 Smart Money Moves to Make Before the Holidays

By Barb / November 17, 2025

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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An older couple sitting together at a bright dining table, smiling as they read a book and enjoy coffee and breakfast. The table is set with bread, cheese, tomatoes, and salad, and soft daylight filters through sheer white curtains behind them.

Is Semi Retirement Right for You? Pros, Cons, and How to Begin

By Barb / November 10, 2025

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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Smiling senior couple sitting at a table, reviewing documents together in a warm, cozy home setting.

The 3 Biggest Retirement Questions You’ve Been Afraid to Ask

By Barb / November 3, 2025

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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An older man sitting at a desk looks shocked while checking his smartphone. He’s wearing glasses and a brown sweater, holding a piece of paper in one hand with an open laptop in front of him, as sunlight streams through the window blinds.

Don’t Let These Financial Frights Haunt Your Retirement

By Barb / October 27, 2025

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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An older couple reviews financial documents together at a kitchen table, with papers, notebooks, and a tablet in front of them.

Five RMD Mistakes That Cost Retirees Thousands

By Barb / October 20, 2025

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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A hand holding a black marker draws a bold line crossing out the word “SPEND” and writes “SAVE” above it, symbolizing the importance of saving money instead of spending.

What Is Revenge Saving — and Why Are So Many Retirees Doing It Now?

By Barb / October 13, 2025

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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Elderly woman wearing glasses and pearl jewelry holding her head with both hands, appearing stressed or in pain.

The $800 Medicare Mistake to Avoid This Fall

By Barb / October 6, 2025

“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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A nurse holding a digital tablet discusses medical information with an older man in a bright, modern hospital building.

Understanding Medicare Advantage vs Medicare Supplement Plans

By Barb / September 29, 2025

Many retirees feel relief when Medicare starts — then quickly realize there are still gaps. For instance, Medicare requires you to pay part of hospital stays and doctor visits, along…

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Graphic comparing retirement catch-up contributions before and after 2026. On the left, a calendar icon labeled ‘Before 2026: Pre-Tax Catch-Up Contributions.’ On the right, a large circle labeled ‘ROTH’ with text ‘After 2026: Roth Catch-Up Contributions for High Earners.’

No More Pre-Tax Catch-Up?

By Barb / September 22, 2025

If you’re age 50 or older and earning more than $145,000 a year, a major shift is coming to how you save for retirement. Starting in 2026, you’ll be required…

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A man in a business suit is pointing his finger toward a transparent search bar with the words “financial advisor” and a magnifying glass icon, symbolizing an online search.

Why a Financial Advisor is Still Important in Retirement

By Barb / September 15, 2025

The retirement party is over, the gold watch is sitting on your dresser, and for the first time in decades, Monday morning doesn’t mean rushing to beat traffic. But three…

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