Retirement

Blog Category - Retirement

Closeup of a piece of paper saying "Insurance Policy"

Review Your Insurance Policies and Long-Term Care Plans Before the Year Ends

By Barb / December 2, 2024

December is a time for reflection and planning—making it the perfect opportunity to review your insurance coverage. For retirees and those nearing retirement, this isn’t just about tying up loose…

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The words "Happy Thanksgiving" on a plate

6 Thoughtful Ways to Express Gratitude to Loved Ones This Thanksgiving

By Barb / November 25, 2024

Thanksgiving is a celebration of gratitude, family, and community—a chance to appreciate the people who make your life richer. Expressing gratitude thoughtfully goes beyond saying “thank you”; it involves creating…

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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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Halloween-themed pumpkin carved with a glowing dollar sign. The pumpkin is surrounded by autumn leaves, straw, and cobwebs on a wooden surface, with additional jack-o'-lanterns softly lit in the background, creating a spooky yet festive financial theme.

Financial Monsters: Your 2024 Money Survival Guide

By Barb / October 28, 2024

Let’s face it—money problems in 2024 can feel like battling monsters. They’re sneaky, unpredictable, and always lurking around the corner, ready to pounce when you least expect it. Whether it’s…

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How Smart Asset Allocation Can Protect Your Retirement Savings

By Barb / October 14, 2024

When you’re planning for retirement, managing risk is just as important as growing your savings. This is where asset allocation becomes critical. By dividing your investments across different asset types—stocks,…

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Frustrated older woman holding a phone and credit card. She appears stressed with her eyes closed and hands on her head, suggesting financial difficulties or issues with a phone call related to her credit or bank account.

Retirees Beware! How to Keep Your Money Safe from Fraud

By Barb / October 7, 2024

Imagine waking up one morning to find a significant portion of your retirement savings gone—vanished in an instant. Unfortunately, this scenario is becoming increasingly common for retirees. As scammers become…

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Red coffee cup on a napkin with the acronym F.I.R.E. written on it. The napkin displays the words “Financial Independence Retire Early” in blue text, placed beside a pen on an orange surface, symbolizing the FIRE movement lifestyle.

How to Retire Early with FIRE Movement

By Barb / September 27, 2024

The Financial Independence, Retire Early (FIRE) movement is reshaping how people think about retirement. Instead of waiting until their 60s, FIRE followers aim to retire early by saving aggressively and…

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Collage of women in various professional roles. The image includes a firefighter battling flames, police officers smiling, a lawyer speaking in court, a military woman in uniform, a teacher engaging with children, and a librarian organizing books, highlighting women in diverse careers.

How WEP and GPO Affect Your Social Security Benefits

By Barb / September 20, 2024

Imagine dedicating decades to public service, only to find out that your expected Social Security benefits are drastically reduced due to rules you never knew about. For many public servants—like…

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