2025 Retirement Wake‑Up Calls
Did 2025 bring any wake‑up calls for you? For me, it did. A friend died of a heart attack this year. He was five years
December 30, 2025
Category: Retirement 101
Which Charities Should You Support?
Generosity is a spirit we should embrace year-round, and during the holidays our mailboxes fill with solicitations from many charities. Many people want to respond
December 16, 2025
Giving While Living
For many people, charitable giving is more than a financial decision – it’s an expression of their values and their hopes for the future. If
November 25, 2025
Capitalism vs. Socialism: What Really Matters for Your Retirement?
Have you ever wondered why the terms “capitalism” and “socialism” spark such heated debate — especially when it comes to your retirement, investments, and everyday
November 11, 2025
How to Give More – and Owe Less
A Qualified Charitable Distribution (QCD) can be a powerful way to combine charitable giving with smart tax planning. If you’re already taking Required Minimum Distributions
October 15, 2025
How to Avoid Divorce in Retirement
Retirement marks a major life transition, bringing new opportunities, freedoms, and sometimes unexpected adjustments for couples navigating this next chapter together. Many couples wonder how
September 16, 2025
Retirement Travel Made Easy: Vacationing in Your Golden Years
When the countdown to retirement begins, it’s normal to feel a combination of excitement and apprehension. Years of saving and planning go into reaching this
August 26, 2025
Social Security: Will It Really Go Bankrupt?
“Social Security will run out of money in 2035!” While that may be correct, it’s not a reason to panic. When Social Security, formally known
July 15, 2025
Timing Your Retirement Withdrawals
When is the ideal time to tap into your retirement savings? Planning when to withdraw from your retirement accounts is a critical decision that
May 27, 2025
Is an HSA Part of Your Financial Plan?
Rising medical expenses are a growing concern for individuals and families, both during their working years and in retirement. Planning ahead for these costs is
April 22, 2025