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You might think celebrating birthdays is a thing of the past as you get older. But there are ages in retirement that mark the moments you are eligible for certain retirement tools, programs and deadlines. If strategized properly, these tools can help you thrive through retirement. Let's dive in!

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We often discuss why your retirement strategy isn’t just about making a lot of money and hoping for market gains. Your retirement requires a consistent budget, consistent income, longevity, and ways to reduce the financial effects of a life-changing event. So, let's talk about some strategies that people like you are using now to achieve exactly the retirement we’re talking about!

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We often discuss the benefits of annuities, which can help with income, savings protections, and so much more. However, we’d be leaving out a key piece of the puzzle if we didn’t also cover ways you can manage your costs or spread them out over time to fit within a fixed-income strategy. Let's explore!

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Everyone seems to have an opinion about the financial world: Should interest rates be lower or stay the same? Are we headed for a recession? Should we address the debt? What effect will tariffs have? The list goes on. So let's discuss why your retirement finances don’t actually have to be bothered with any of that, and better understand what exactly is going on.

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Planning for a secure and predictable retirement is essential for peace of mind. Predictable income provides stability, reduces financial stress, and ensures retirees can confidently enjoy their golden years. However, achieving steady income can be challenging. Exploring options like annuities, Social Security, and other strategies can help create a reliable income plan. Let’s dive into the value of predictable income, the costs of...

Some of the most common “truths” about retirement are actually myths that could cost you big time. From counting on Social Security to cover your expenses to believing your bills will shrink after you retire, these misconceptions can throw your plans off course. Let’s set the record straight on a few of these myths and help you take control of your financial future!

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Imagine reaching retirement only to find your savings fall short? Without a clear savings goal and timeline, this could become reality. The good news is a well-crafted plan can help you avoid costly mistakes, safeguard your future, and enjoy the lifestyle you’ve worked hard to achieve. Let’s jump in.

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Planning for inflation in retirement is a key piece of your financial security, and understanding its impact can help you stay ahead. From the erosion of purchasing power and setting realistic savings targets to creating stable income streams and debunking common myths, there’s a lot to unpack. Let’s explore the essentials to help you build a retirement plan that withstands the test of time and protects your financial future.

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Social Security seems like a constant; something we pay into when we’re working, and we then get back when we can’t work anymore. But throughout history there have been many systems and practices that have aimed to support our population in retirement. Let’s take a brief tour through history to see what led us to today’s Social Security administration.

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Your retirement is just as much about taking advantage of the programs and opportunities available to you as it is about avoiding key mistakes at pivotal moments. One of the most pivotal moments in retirement is the period roughly 5 years before. It’s exciting to be approaching the finish line, but there are a lot of choices to make, and a lot on thee line. Tune in for 8 mistakes to avoid!

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When people think of retirement they think of Social Security. But how much do you really get, especially as the Social Security Fund is expected to deplete in the near future? There are certain annuities out there that are structured to mirror the effect and function of Social Security for the recipient, which can help fill the income gap left by Social Security. Lets discuss! 

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When you're young, it feels like you have eons to save for retirement. But what if you’re 5 years away? What if you’re in retirement already? Consistency, stability, asset growth, and income are what we call "retirement requirements." So, how do you achieve them all? Let's discuss!

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Retirement hands you something priceless, and that's time. So why not use it to pursue passions that spark real excitement and offer a sense of progress, not just fill empty hours. Whether you’re mastering watercolor techniques, finally tackling that 10-mile bike trail, or volunteering to mentor young entrepreneurs, choose pursuits that let you set goals, track milestones, and celebrate achievements. 

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Retirement planning isn’t just about saving money—it’s also about how you design your lifestyle. And while a lot of retirees focus on the financial side, there are common lifestyle mistakes that can quietly impact your happiness, health, and even your long-term financial security. From underestimating expenses to overlooking purpose and connection, these pitfalls can derail the retirement you’ve worked so hard for. Let’s jump in.

Having enough money is only part of the equation; what truly shapes a happy retirement is how you spend your time. Especially in summer, when the sun is shining and opportunities to enjoy life are everywhere, your daily habits can shape how rewarding this chapter truly becomes. Let’s explore the key habits that can help you soak up the season and live each day with purpose and joy.

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When you step into this next phase of life, the horizon may seem broad and at times overwhelming. Whether you’re eager to find a new passion, want to linger on the patio with your morning coffee, or continue working part-time, retirement presents the opportunity to truly live a life of freedom. The trick is to find what you want to pursue, avoid boredom, and plan to focus on what matters to you to make the most of the upcoming year...