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Our Retirement Planning Blog

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With All The Headlines About “New All-time Highs”, Should I Be Concerned?

March 29, 2024 at 7:31:10 PM

Following a very strong year in 2023, the S&P 500 index is off to a good start in 2024 with a +10% return so far this year. In the first...

With All The Headlines About “New All-time Highs”, Should I Be Concerned?

March 29, 2024 at 7:31:10 PM

With All The Headlines About “New All-time Highs”, Should I Be Concerned?

Following a very strong year in 2023, the S&P 500 index is off to a good start in 2024 with a +10% return so far this year. In the first...

Retirement Myths Debunked: Separating Fact from Fiction

October 14, 2023 at 5:18:14 PM

Retirement Myths Debunked: Separating Fact from Fiction

Retirement is a significant milestone in life, but it also comes with its fair share of misconceptions and myths that can cloud the...

The Emotional Aspect of Retirement: Navigating the Next Chapter of Life

October 14, 2023 at 4:05:18 PM

The Emotional Aspect of Retirement: Navigating the Next Chapter of Life

Retirement, a long-anticipated phase of life, often conjures images of relaxation, leisure, and newfound freedom. It's a time when one...

When Should I Start Social Security Benefits?

June 27, 2023 at 5:59:56 PM

When Should I Start Social Security Benefits?

Social Security benefits play an important role in providing financial security during retirement. However, determining the ideal time to...

Rediscovering Purpose: 20 Ideas for Part-Time Work in Retirement

March 8, 2024 at 2:58:15 PM

Rediscovering Purpose: 20 Ideas for Part-Time Work in Retirement

Retirement is often seen as a time to kick back, relax, and enjoy the fruits of decades of hard work. However, an increasing number of...

Retirement Travel: How to Explore the World on a Budget

October 14, 2023 at 4:58:52 PM

Retirement Travel: How to Explore the World on a Budget

Retirement marks the beginning of a new chapter in life, and for many, this chapter is all about exploration and adventure. Traveling...

Building a Retirement Cash Flow Worksheet

September 21, 2023 at 4:12:52 PM

Building a Retirement Cash Flow Worksheet

Introduction Retirement planning is not just about accumulating a substantial nest egg; it's about ensuring a comfortable and financially...

Medicare Advantage vs. Medicare Supplement Plans: A Comparison

June 27, 2023 at 3:40:57 PM

Medicare Advantage vs. Medicare Supplement Plans: A Comparison

Once individuals reach age of 65, they become eligible for Medicare. While Medicare Part A & Part B (also known as original Medicare)...

Crafting Your Retirement Lifestyle: A Guide to Planning a Meaningful Retirement

February 9, 2024 at 4:51:47 PM

Crafting Your Retirement Lifestyle: A Guide to Planning a Meaningful Retirement

Retirement is a significant life transition, and planning for this chapter involves more than just financial considerations. A fulfilling...

The Impact of Longevity on Retirement Planning

October 14, 2023 at 4:42:05 PM

The Impact of Longevity on Retirement Planning

For those who are on the cusp of retirement, the prospect of a longer life expectancy brings with it both exciting opportunities and...

The Downsides of Buying Long-Term Care Insurance: Weighing the Pros and Cons

June 27, 2023 at 6:51:10 PM

The Downsides of Buying Long-Term Care Insurance: Weighing the Pros and Cons

Long-term care insurance (LTCI) has gained popularity as a means to protect oneself from the potentially astronomical costs of long-term...

Estate Planning: Securing Assets and Protecting Loved Ones

June 22, 2023 at 6:02:04 PM

Estate Planning: Securing Assets and Protecting Loved Ones

Estate planning is a crucial step in securing your assets and ensuring the well-being of your loved ones after you're no longer around....

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