The Key to a Fulfilling Retirement: It’s All About Connection
In 1938, an ambitious project began at Harvard University. Researchers aimed to answer a straightforward yet elusive question: What truly brings happiness in life? Their study spanned an impressive 85 years, collecting insights from 724 […]
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Let the Tax Tail Guide, Not Govern, the Investment Dog: Balancing Investment Strategies and Tax Considerations for the Savvy Retiree
As we approach the latter part of the year, it’s essential to focus on the coming tax season and how the changing tax landscape might affect our financial decisions. This year, President Biden’s budget for […]
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Understanding Medicare: What it Covers, What it Doesn’t, and the Health Insurance Options Available to You in Retirement
Retirement—that thing you’ve diligently worked towards—is now right around the corner. You’ve worked hard, saved, and now you’re looking at your healthcare options. Suddenly, you’re facing a new financial maze: Medicare. Stay focused, and let’s […]
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Why and How to Map Out What Your Life Will Look Like in Retirement
Retirement—the golden phase in one’s life when the hustle and commitments take a back seat, and well-earned rest and leisure time take the wheel. However, retirement isn’t just an extended vacation; it’s a significant life […]
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How Long Does Your Money Need to Last in Retirement?
Planning for retirement can often feel like trying to hit a moving target. It’s an endeavor rife with variables, each with a degree of uncertainty. You’ll need to account for fluctuating markets, evolving personal goals, […]
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How to Make Sure you Don’t Run Out of Money: Retiring in a Down Market
As a seasoned financial advisor, I’ve seen it all: the triumphs, the trials, and most importantly, the worries that keep retirees awake at night. High on that list is the fear of running out of […]
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