December Medicare Checkup: What to Review Before Jan 1
Medicare shouldn’t feel like a moving target — but December is the month when many retirees discover that their health coverage, drug plan, or...
5 Year-End Retirement Blind Spots to Avoid in 2025
Year-End Retirement Planning: The 5 Financial Blind Spots That Could Shrink Your Retirement Income in 2026 As 2025 winds down, many retirees and...
Your December Retirement Checkup Guide
Hi humans, it’s me—Tootsie, your favorite English Bulldog and Chief Retirement Sniffer-Outer. December is finally here, and while many people see...
Black Friday Savings Tips Retirees Can Use This Holiday
Black Friday Savings Guide for Retirees: Smarter Spending for the Holidays Black Friday has become a holiday tradition — a lively mix of browsing,...
The Retirement Spending Smile Explained
The Retirement Spending Smile: Why You Might Spend Less (Then More) Most people assume retirement spending is a straight line — steady,...
A Thanksgiving Lesson in Gratitude, Guidance & Guaranteed Income
Hi Humans — Tootsie Here, Reporting for Thanksgiving Duty Tootsie here, your biscuit-motivated, always-hungry Chief Retirement Sniffer-Outer. With...
Give Thanks, Then Revisit Your Retirement Plan
Thanksgiving is a season of gratitude — a moment to slow down, reflect, and appreciate the people, routines, and comforts that make life...
How to Build Financial Resilience in Uncertain Times
Uncertainty is nothing new — but for retirees, it can feel more personal. When you’re no longer earning a paycheck, everything from rising prices...
Smart Charitable Giving Before Year-End
Smart Charitable Giving Before Year-End: 3 Simple Ways to Make a Bigger Impact For many people, the holiday season isn’t just about celebrations —...
Understanding RMDs: What Every Retiree Needs to Know Before Age 73
Hi humans — Tootsie here, your loyal, biscuit-motivated Chief Retirement Sniffer-Outer, reporting for duty. Today we’re digging into something...
The Retirement Income Gap: Will Your Money Last?
The Retirement Income Gap: How to Know If You’ll Run Out of Money One of the biggest fears people share about retirement isn’t market volatility…...
The Psychology of Retirement: Aligning Money and Mindset
When most people think about retirement, they picture numbers — savings balances, income plans, budgets. But the real secret to a successful...
The 3-Bucket Plan for Calm Cash Flow
Hi humans, it’s me again — Tootsie, your favorite English Bulldog and Chief Retirement Sniffer-Outer. You know how I organize my toys? One for...
How to Stress-Test Your Retirement Plan
Why Every Retirement Plan Needs a Stress Test A strong retirement plan isn’t built for perfect conditions — it’s built to endure the unexpected....
Why a Year-End Portfolio Review Could Save Your Retirement
Why a Year-End Portfolio Review Could Save Your Retirement Retirement doesn’t mean your investments can run on autopilot. In fact, one of the most...
Featured Blogs
- December Medicare Checkup: What to Review Before Jan 1
- 5 Year-End Retirement Blind Spots to Avoid in 2025
- Your December Retirement Checkup Guide
- Black Friday Savings Tips Retirees Can Use This Holiday
- The Retirement Spending Smile Explained
- A Thanksgiving Lesson in Gratitude, Guidance & Guaranteed Income
- Give Thanks, Then Revisit Your Retirement Plan
- How to Build Financial Resilience in Uncertain Times
- Smart Charitable Giving Before Year-End
- Understanding RMDs: What Every Retiree Needs to Know Before Age 73
- The Retirement Income Gap: Will Your Money Last?
- The Psychology of Retirement: Aligning Money and Mindset
- The 3-Bucket Plan for Calm Cash Flow
- How to Stress-Test Your Retirement Plan
- Why a Year-End Portfolio Review Could Save Your Retirement
- 4 Retirement Myths That Can Cost You Big Time
- Is Your Medicare Specialist on the Calendar Yet?
- The Retirement Tax Trap: Moves to Make Before Year-End
- How to Use Catch-Up Contributions to Boost Your Retirement
- Why Retirement Financial Literacy Matters More Than Ever
- Why Guaranteed Lifetime Income Is Your Next Big Priority
- Your Year-End Financial Planning Checklist for 2026
- 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?