Recent Posts
- 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
A Year in Review for Your TV Watchlist!
A Year in Review for Your TV Watchlist! We’re already into 2023, which means there will be many new television series and seasons to keep us occupied in the new year. But before we all get fixated on something shiny…
Don’t Forget the Power of Compounding Interest
Don’t Forget the Power of Compounding Interest Einstein is quoted as saying that the most influential mathematical concept of his time, or “the eighth wonder of the world,” is the concept of compounding returns.[1] Compounding interest is a financial concept…
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,…