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10 Benefits to Moving to an Independent Living Community

Retirement is a great time of life, one where you can finally do what you want without the constraints of having to work a 9-to-5. That doesn’t mean there aren’t some important things to think about, though. In fact, one of the most important decisions you’ll have to make in retirement is where you’re going to spend it.   Some retirees decide to ag...Read More

Breaking Down 5 Common Retirement Myths

When planning for retirement, it’s important to have the right information. And it’s important to be able to discern fact from myth. Here are five common myths dispelled: Myth #1: I don’t need to revisit my withdrawal rate Planning a retirement income stream to last several decades can be challenging. Historically, a rule of thumb has been that a p...Read More

US Living at One-Third of the Cost

Mexico, that constantly media-bashed country to the south of the US, might be your better option for retirement. One million Americans already call Mexico their home and its amazingly easy to obtain your residency visa for full-time living, most receiving theirs in a matter of days. Snowbirds could easily add another million visitors to this number...Read More

Social Security: 6 Commonly Asked Questions

Social Security income is an important discussion to have with your financial advisor before you stop working. Below are commonly asked questions and answers to help you prepare for the conversation.   1. When should I collect Social Security benefits? The answer is different for every individual, as it depends on several personal factors. Her...Read More

10 Super Funny Cartoons About Getting Older

10 super funny and awesome comics about getting old, grandparents and grandchildren.

Are You Woke? Taking Baby Steps into the “New Normal”

You have arrived! You took your Covid shot and waited the required weeks for full immunity. Now it’s time to step out into the New Normal and take a look around. But . . . Some experts call it pandemic trauma. Joel Achenbuck in the Washington Post refers to “increased risk, residual risk, potential risk, higher risk . . .” Coming out of your Covid ...Read More

The Tax Benefits of Moving to a Continuing Care Retirement Community

Each year, millions of Americans pull together various income statements and tax deduction forms as they prepare to maximize any monetary return they might be due from the IRS.  In the same respect, millions of retirement-aged adults are unaware of certain major life purchases that may qualify for tax deductions, while simultaneously planning for t...Read More

Are You Woke? Embracing the New Normal!

Are you woke? Have you been zoom bombed? Who is canceling culture and body shaming? Welcome to the newspeak of the New Normal. It’s not easy to define (and embrace) the New Normal. The only thing we know is that life has changed in so many ways that it’s hard to decide what to do next. “People have difficulty with change,” says New York Psychologis...Read More

Downsizing: The First Step in Living a More Active, Healthy, Social Life

Ah, retirement. Finally, time spent permanently away from work! Now is the time to live your life to the fullest. Pursue all those interests and hobbies you never could because there was no time! Spoil your grandkids as they deserve! Travel the world and go on adventures like you always wanted to! Your days of punching that time clock are over – no...Read More

Relationships After 50 – 5 Realities to Consider

Ok so, yep, I’ve been out there in this After 50 relationship world on and off for a few years. Much of this is written from my own first hand experiences along with the help of some friends. “I get by with a little help from my friends.” If you’ve found yourself single After 50 whether it be by choice or not, the online wor...Read More

9 Myths about Retirement: Healthcare, Expenses, and More!

Retirement is a great reward for putting in literally decades in the workforce. That being said, preparing for retirement means ensuring that you can enjoy your golden years without any financial worries. It’s all too common to end up getting sucked into thinking the wrong way about retirement, so we’ve done our best to come up with the top nine my...Read More

Letting Go Can Lead Us to Genius

Often, we have the idea that letting go means the loss of something valued. This implies that there might be grief and pain involved. Out of fear we envision ourselves in some barren emotional wilderness, with nothing around that is familiar so there has to be that dreaded chaos, right?  And who wants that? But what if letting go lead us to brillia...Read More

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