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How to Become a Snowbird in Retirement - 7 Tips to Help You Prepare

How to Become a Snowbird in Retirement - 7 Tips to Help You Prepare

“Snowbird” is a word most people aren’t familiar with, but it’s quite popular among retirees. As temperatures dip throughout the U.S, many seniors lea...

Medicare Open Enrollment Period 2022 - What Retirees Need to Know

Just as millions of seniors rely on Social Security for income in retirement, Medicare is another important program for older Americans. As you approa...

8 Biggest Retirement Mistakes to Avoid if You Want a Successful Retirement

Many people believe that all they need for a successful retirement is earning their nest egg. But that is very far from reality. While having enough m...

How to Choose a Financial Advisor for Retirement Planning - 5 Questions to Ask

When choosing a financial advisor, finding the right fit is important⁠—especially if they’ll be offering guidance on things like saving for retirement...

What is Sustainable Investing and is it a Good Idea for Your Retirement Savings?

A new way to diversify your assets, and one of the biggest trends sweeping the financial world right now, is sustainable investing. Interest in sustai...

Feel Like You Paid Too Much in Taxes? Here’s How to Prepare for Next Year

A day that no one looks forward to is upon us—tax day. Whether you did your 2021 taxes in February or are scrambling to complete them now, finishing i...

Retirement Happened - Now What?

Retirement is a big change for most people. You’ve spent decades working and planning for it but until the day comes, retirement is just an abstract c...

Set Yourself Up for Retirement Success - Essential Questions for Financial Planning and Goal-Setting

As we go through life, we’re aware of the fact that retirement is coming someday. We see retired folks walking in our communities, playing golf or vol...

An Independent Wealth Management Firm that Works for You, Not Wall Street Interests

How well do you really know your financial planner? They’re handling your finances and plans for one of the most important phases of your life—retirem...

World Cancer Day 2022 - Cancer Care Advice and Resources for Caregivers and Patients

Did you observe World Cancer Day last week? Held every February 4th, World Cancer Day is a global initiative led by the Union for International Cancer...

5 Retirement Plan Options for the Self-Employed

You’ve probably heard about the Great Reassessment. Millions of workers are leaving their jobs every month, searching for better opportunities or more...

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