Blog

  In a world where financial stability often feels elusive, Jim’s journey from military service to financial planning offers a unique perspective on discipline, planning, and the importance of a robust financial strategy. He reflects on his background and...

As we approach the Medicare open enrollment period, it’s crucial for seniors to be aware of significant changes affecting their healthcare coverage in 2025. With many insurers adjusting their offerings, now is the time to evaluate your options carefully. Key Changes...

  Does your financial planner specialize in accumulation or distributions? In this free clip from the online course, "Retirement Ready: Building Your Financial Plan," you'll learn why distribution planning is critical for retirees like you. Enroll in the full...

  As the vibrant colors of the Autumn season unfold, it’s the perfect time to engage in festive activities that celebrate this time of year. Here’s a list of enriching Autumn activities that could spark inspiration for you: Nature Walks: Take leisurely strolls to...

  Step into a world of vibrant colors, enticing aromas, and community spirit at your local farmer’s market. It's more than just a place to shop – it's an experience that nourishes both body and soul. At farmers markets, you'll discover an array of fresh produce...

Watch a free clip from the "Estate Planning in Your Retirement" online course to learn: The 4 essential questions...

For many individuals, the dream of retiring early is a goal worth striving for. Whether it's pursuing passions, spending more time with loved ones, or exploring new adventures, early retirement can offer a world of possibilities. However, achieving early retirement...

Retirement age plays a significant role in determining the benefits you'll receive during your retirement years. Understanding how your retirement age affects benefits is crucial for making informed decisions about when to retire. In this blog post, we'll explore the...

  Retirement age trends and statistics offer valuable insights into the shifting landscape of retirement in the United States. By understanding these trends, individuals can make more informed decisions about their retirement planning strategies. In this blog...

Summer is in full swing and it’s a great time to get outside with activities that promote physical health, social connection, and mental well-being. Here’s a list of enriching summer-time activities tailored specifically for you: Nature Walks: Take advantage of local...