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- One Year After the One Big Beautiful Bill Act: What Pre-Retirees and Retirees Should Know in 2026
- July 24, 2026 Market Recap & Outlook: Oil Crosses $100 as the War Finds a Second Sea. Tesla and Alphabet Rattle the Megacaps.
- Aging in Place: Can Your Retirement Plan Support Staying Home?
- July 17, 2026 Market Recap & Outlook: Inflation Finally Cools, the Banks Deliver, and the AI Trade Cracks.
- Finding Purpose in Retirement: Five Ways to Make the Most of Your Time
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Category Archives: Blog

Spring Cleaning Guide for 2023
Spring Cleaning Guide for 2023 With the arrival of warmer weather, spring cleaning season is upon us! If you have recently retired, this can be an ideal time to tackle all those cleaning tasks that you’ve been procrastinating on. Keeping…

7 Things to Know About the Allianz 222 Annuity
7 Things to Know About the Allianz 222 Annuity If you are considering an annuity, you may have come across the Allianz 222 Annuity. This annuity offers a variety of benefits and features that may be appealing to certain investors….

See Your Garden Flourish This Spring
See Your Garden Flourish This Spring One of the best retirement actives for the Spring time is gardening. If you’re ready to see your gardens bursting with new greenery, now’s the time to start thinking about what you want to…

Should I File Jointly with My Spouse?
Should I File Jointly with My Spouse? Although many couples may stand to benefit from filing their taxes jointly, doing so may not always be the most suitable choice. Therefore, it is essential to consider the following things when filing…

3 Books to Get You Through Spring
3 Books to Get You Through Spring As winter ends and the rainy spring approaches, it’s natural to feel restless and bored in anticipation of summer. Although traveling to warmer places may seem like a good idea, it’s not always…

What Dividends Can (And Can’t) Do for Your Retirement
What Dividends Can (And Can’t) Do for Your Retirement One investment strategy that can be useful when it comes to setting yourself up for retirement is dividends. Dividends are regular payouts to shareholders based on the profits of the company….

The Value of Doing Something in Retirement
The Value of Doing Something in Retirement When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of…

Retirement Planning and Current Economic Conditions
Retirement Planning and Current Economic Conditions The economic state we are in right now is intricate and, in some ways, has never been experienced before. The coronavirus has caused massive alterations in how the market functions, and we need to…

Fun Learning Activities to Do with Your Grandchildren
Fun Learning Activities to Do with Your Grandchildren One of the great joys of retirement is being able to spend more time with your family. Here are some ideas for what to do with your grandkids when they’re around: Cooking…

Give the Gift of Financial Wellness to Future Generations
Give the Gift of Financial Wellness to Future Generations As you work your way towards retirement, chances are you have had to make a lot of financial decisions. It’s likely you have made a few misjudgments, such as splurging on…