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- June 5, 2026 Nine Weeks Ends. A Guidance Gap and a Jobs Surprise Reset Markets.
- Financial Planning for DINK Households: Building Wealth, Freedom, and Long-Term Security
- May 29, 2026 Market Recap & Outlook: Nine Straight, as AI Earnings and Iran Diplomacy Lift All Markets
- Choosing the Right Retirement Plan for Your Business: A Guide for Business Owners
- The Future of Artificial Intelligence in Financial Planning
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Category Archives: Blog
Great Travel Locations for Retirees
Great Travel Locations for Retirees Retirement is a great time to go out and explore the world. New foods, people, languages, and cultures are awaiting your senses! If you are interested in travel, here are a few suggestions for places…
The SVB Situation and Your Financial Picture
The SVB Situation and Your Financial Picture You’ve likely heard the news that Silicon Valley Bank (SVB) has experienced a financial shock. In a matter of a few short days, Silicon Valley Bank lost its funds and went under. So,…
2 Reasons 2022 Challenged the 60/40 Portfolio Strategy
2 Reasons 2022 Challenged the 60/40 Portfolio Strategy The 60/40 allocation strategy is frequently recommended when beginning your investing journey. With 60% of your portfolio in equities and 40% in bonds or other fixed-income investments, this approach has traditionally provided…
The 3 ‘E’s to Addressing Your Retirement Blues
The 3 ‘E’s to Addressing Your Retirement Blues According to research, a third of retirees suffer from depression after entering retirement. Retirement, a moment to catch your breath and slow down, can also be a period of sadness, anxiety, and…
The Economy Threw a Curveball at Retirees in 2022
The Economy Threw a Curveball at Retirees in 2022 The economy in 2022 posed difficulties for a lot of people, and retirees have had it even harder. The impact of the Russia-Ukraine conflict, the aftermath of the pandemic on the…
There’s a Reason Retirement is Called “the Golden Years”
There’s a Reason Retirement is Called “the Golden Years” As we enter our golden years, it’s important to take a step back and appreciate all that we have gained. No longer tied to the demands of a job or the…
Prepare for Social Security with the Basics
Prepare for Social Security with the Basics Social Security is an important source of retirement funds for many people in the United States; as of September 2022, over 70 million people were in receipt of these benefits.[1] Many people are…
Easy-to-Grow Houseplants for a Lively Home
Easy-to-Grow Houseplants for a Lively Home When you’re retired and spending lots of time at home, you might notice that your home could use some liveliness. Plant parenting is a fulfilling activity that can help you stay connected with nature,…
59.5 Brings Half Birthdays Back into Style!
59.5 Brings Half Birthdays Back into Style! Turning sixty is an energizing experience. It not only carries with it more knowledge and anticipation for a new time of life, but it also presents vital money choices that can influence your…
Nostalgic Recipes for Retirees
Nostalgic Recipes for Retirees What is the first thing that comes to mind when you think back to your childhood? It may be your old posters and magazines, your bedroom, or your living room couch, which had a distinctively comfortable…