Why a Year-End Portfolio Review Could Save Your Retirement Retirement doesn’t mean your investments can run on autopilot. In fact, one of the most important
Many retirees plan for years — only to find out some of what they “knew” about retirement wasn’t true. The problem isn’t just misinformation; it’s
Fall Isn’t Just Pumpkin-Spice Season — It’s Medicare Season Too Every fall, as the air cools (even just a little in Florida!) and calendars fill
The Hidden Tax Surprise That Catches Many Retirees You worked hard, saved diligently, and finally reached retirement. The last thing you expect now is a
Why Catch-Up Contributions Matter More Than Ever If you’re age 50 or older, the ability to make catch-up contributions can provide a powerful boost to
The New Retirement Reality: Knowledge Is Your Strongest Asset Retirement used to mean a pension, a gold watch, and a predictable income. But today’s retirees
The Shift: From Saving to Creating Lifetime Income For most of your working years, retirement planning is all about saving and growing your money. But
October Wrap-Up: Planning Ahead for a Stronger 2026 As Financial Planning Awareness Month comes to a close, it’s the perfect time to take action before
Why Health and Wealth Are More Connected Than Ever When planning for retirement, most people focus on saving enough money to live comfortably. But there’s
A Message from Tootsie Hi there, humans! It’s me—Tootsie, your favorite English Bulldog and unofficial Chief Retirement Sniffer-Outer. I may not chase squirrels (too exhausting),