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),
Planning Doesn’t End When You Retire Reaching retirement doesn’t mean your financial planning journey is over—it means it’s evolving. After decades of saving, the challenge
October 15 to December 7: Your Window to Make Changes Today marks the start of Medicare’s Annual Election Period (AEP)—October 15 through December 7. During
You’ve Worked Hard for It—Now It’s Time to Protect It After decades of saving, investing, and preparing for retirement, the last thing you want is
From Retirement Savings to Reliable Income You’ve spent decades saving and investing for retirement. But when the paycheck stops, the real question becomes: how do
Time Can Be Your Greatest Ally—or Your Biggest Expense When it comes to financial planning, doing nothing can be the most expensive decision of all.
Why Retirement Income Gaps Are So Common For many retirees, the fear isn’t dying too soon—it’s living too long without enough money. Even diligent savers
Why October Matters for Your Finances Every October, National Financial Planning Awareness Month serves as a reminder to pause, reflect, and take action on your
Over the next ten years, the United States will experience one of the largest financial shifts in history: the great wealth transfer. Baby Boomers—those born
When planning for your family’s financial future, life insurance is one of the most important tools you can put in place. But if you’ve ever