Going to College in Retirement: Your Future Awaits!

Retirement can be a significant turning point, bringing a drastic lifestyle change that can be challenging for many. The cessation of work often disrupts the daily routine, removing the familiar sense of purpose and potentially leading to feelings of isolation and boredom. However, this phase of life also opens opportunities for growth and exploration. One [...]

2023-09-27T15:57:34+00:00September 29th, 2023|blog, Lifestyle|

Inflation Affects Your Finances, Even In Small Amounts

There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.[1] This means that the cost of goods and services, including but not limited to items such as groceries, housing, and gas, has gone up by 3.2% since this time last year.[2] You might think 3.2% is a [...]

2023-09-25T06:18:25+00:00September 25th, 2023|blog, Economy, Financial Planning|

2 Ways to Take Care of Debt in Retirement

The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.[1] In 2016, almost 61% of Americans were moving into the retirement stage of their life with unpaid debt.[1] And while you may think that your expenses will decrease once you retire, that isn’t always the case.[1] Sometimes, your [...]

2023-09-18T13:37:38+00:00September 18th, 2023|blog, Financial Planning, Retirement Planning|

The Ultimate Guide to Being Your Own Barista

As a coffee aficionado, there's a special kind of satisfaction that comes from crafting your own perfect cup of coffee. Whether it's French press, pour-over, or Chemex, each method brings out unique flavors and nuances from your coffee beans. Here's a step-by-step guide to help you become your own barista. French Press The French press, [...]

2023-09-15T17:37:39+00:00September 15th, 2023|blog, Lifestyle|

The Role of Charity in Your Retirement

Everyone wants to give back in one way or another. After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding [...]

2023-09-11T15:52:37+00:00September 11th, 2023|blog, Charitable Giving|

The Cognitive and Social Benefits of Board Games in Retirement

As we age, maintaining cognitive health becomes increasingly important. Playing board games like Scrabble, chess, Monopoly, dominos, and poker can have significant benefits for seniors, helping them stay mentally active and engaged while also providing opportunities for social interaction.[1] Game #1 - Scrabble Scrabble is an excellent game for enhancing linguistic skills and cognitive flexibility. [...]

2023-09-08T16:46:36+00:00September 8th, 2023|blog, Lifestyle|

A Strategy Guide for When to Claim Social Security

Deciding when you claim Social Security is a key part of the puzzle for your retirement plan. You can withdraw as soon as you turn 62, but you can also delay your claim until you are 70 years old. There are pros and cons to each, so how do you know which age is right [...]

2023-09-05T15:38:41+00:00September 5th, 2023|blog, Social Security|

Ancient Money: The History of Banking and Currency

The history of financial tools is a fascinating topic that takes us back to the earliest civilizations. It reveals a remarkable continuity in financial technology across cultures and epochs, highlighting the importance of these systems in societal development and economic growth. The earliest records of financial tools can be traced back to ancient Mesopotamia, where [...]

2023-09-01T04:20:17+00:00September 1st, 2023|blog, History|

Should I Convert My 401(k) To A Roth IRA?

Let’s say you’ve just changed jobs. What are you going to do with your 401(k)? You may be able to convert your 401(k) to a Roth IRA, but is that a good option for you? In this article, we’ll talk about what happens when you make this conversion and give you some examples of different [...]

2023-08-30T19:59:15+00:00August 28th, 2023|blog, Investing, Retirement Income Planning|
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