The Hidden Link Between Health Costs and Retirement Security
Why Health and Wealth Are More Connected Than Ever When planning for retirement, most people focus on saving enough money to live comfortably. But...
Tootsie Tuesday Starts Nov. 4—Stay Tuned!
A Message from Tootsie Hi there, humans! It’s me—Tootsie, your favorite English Bulldog and unofficial Chief Retirement Sniffer-Outer. I may not...
Keeping Your Financial Plan on Track After Retirement
Planning Doesn’t End When You Retire Reaching retirement doesn’t mean your financial planning journey is over—it means it’s evolving. After decades...
Medicare Open Enrollment Starts Today: What You Need to Know
October 15 to December 7: Your Window to Make Changes Today marks the start of Medicare’s Annual Election Period (AEP)—October 15 through December...
Protect What You’ve Built: Managing Risk in Retirement
You’ve Worked Hard for It—Now It’s Time to Protect It After decades of saving, investing, and preparing for retirement, the last thing you want is...
Turning Savings Into Income: Your Lifetime Paycheck Plan
From Retirement Savings to Reliable Income You’ve spent decades saving and investing for retirement. But when the paycheck stops, the real question...
The Cost of Waiting: Don’t Delay Your Financial Plan
Time Can Be Your Greatest Ally—or Your Biggest Expense When it comes to financial planning, doing nothing can be the most expensive decision of...
How to Calculate Your Retirement Income Gap (Why It Matters)
Why Retirement Income Gaps Are So Common For many retirees, the fear isn’t dying too soon—it’s living too long without enough money. Even diligent...
October Is National Financial Planning Awareness Month
Why October Matters for Your Finances Every October, National Financial Planning Awareness Month serves as a reminder to pause, reflect, and take...
The Great Wealth Transfer: Baby Boomers Passing Trillions
Over the next ten years, the United States will experience one of the largest financial shifts in history: the great wealth transfer. Baby...
Permanent vs. Term Life Insurance: What’s the Difference?
When planning for your family’s financial future, life insurance is one of the most important tools you can put in place. But if you’ve ever...
One Big Beautiful Bill: What Retirees Need to Know
Retirement planning is never static. Every few years, Washington passes new legislation that can change how much retirees pay in taxes, what...
The Role of Life Insurance in a Comprehensive Retirement
When most people think about retirement planning, they picture savings accounts, 401(k)s, IRAs, or Social Security benefits. Life insurance often...
IUL Insurance Explained: Pros, Cons, and Misconceptions
Indexed Universal Life (IUL) insurance is one of the fastest-growing life insurance products in the U.S. Often marketed as a way to get the “best...
The Role of Life Insurance in Estate Planning
When people think about life insurance, they often focus on income replacement or protecting loved ones after death. But life insurance is also one...
Featured Blogs
- The Hidden Link Between Health Costs and Retirement Security
- Tootsie Tuesday Starts Nov. 4—Stay Tuned!
- Keeping Your Financial Plan on Track After Retirement
- Medicare Open Enrollment Starts Today: What You Need to Know
- Protect What You’ve Built: Managing Risk in Retirement
- Turning Savings Into Income: Your Lifetime Paycheck Plan
- The Cost of Waiting: Don’t Delay Your Financial Plan
- How to Calculate Your Retirement Income Gap (Why It Matters)
- October Is National Financial Planning Awareness Month
- The Great Wealth Transfer: Baby Boomers Passing Trillions
- Permanent vs. Term Life Insurance: What’s the Difference?
- One Big Beautiful Bill: What Retirees Need to Know
- The Role of Life Insurance in a Comprehensive Retirement
- IUL Insurance Explained: Pros, Cons, and Misconceptions
- The Role of Life Insurance in Estate Planning
- Tax Advantages of Life Insurance You May Not Know
- Using Life Insurance to Protect Retirement Income
- Life Insurance vs. Annuities: Key Differences Explained
- How Much Life Insurance Do You Really Need?
- 5 Life Insurance Myths That Could Cost Your Family
- Life Insurance Awareness Month: Why It Matters in 2025
- What to Do After You’ve Made Your Will or Trust
- Passing Down More Than Money: Letters & Legacy Planning
- The Hidden Risks of DIY Wills and How to Avoid Them
- TOD, POD & Beneficiaries: Tools to Avoid Probate
- Probate Explained: What It Is and How to Avoid It
- Naming Beneficiaries: The Hidden Danger of Getting It Wrong
- Spotlight Series: Michael Dinich of Your Money Matters, Inc.
- Wills vs. Trusts: Do You Need One, the Other—or Both?
- What Really Happens If You Die Without a Will in Place?
- Why You Still Need a Will—Even If You’re Retired
- Quarles and Herring of Financial Longevity Advisory
- From Retirement Ready to Legacy Ready: What Comes Next?
- What’s Your Retirement Goal—and Are You on Track?
- How Inflation Quietly Erodes Your Retirement Income
- Peace of Mind in Retirement Starts With a Plan
- Avoiding Retirement Surprises Most People Miss
- How Social Security Timing Impacts Retirement Income
- Smart Tax Moves That Boost Retirement Income Longevity
- Spotlight Series Interview with Paul R. Lowe
- Avoiding Market Risks in Retirement: Why It Matters
- How to Create a Retirement Paycheck That Lasts
- How to Fill the Gaps in Your Retirement Income Plan
- Guardian Investment Advisors: Plan with Purpose
- Is Your Retirement Plan Ready for the Real World?
- A Holistic Retirement Strategy with Marlene Woodyard
- 3 Retirement Mistakes That Can Still Be Fixed in 2025
- The Power of Zero: Protecting Retirement from Losses
- What Happens If You Outlive Your Retirement Savings?