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...
4 Retirement Myths That Can Cost You Big Time
Many retirees plan for years — only to find out some of what they “knew” about retirement wasn’t true. The problem isn’t just misinformation; it’s...
Is Your Medicare Specialist on the Calendar Yet?
Fall Isn’t Just Pumpkin-Spice Season — It’s Medicare Season Too Every fall, as the air cools (even just a little in Florida!) and calendars fill...
The Retirement Tax Trap: Moves to Make Before Year-End
The Hidden Tax Surprise That Catches Many Retirees You worked hard, saved diligently, and finally reached retirement. The last thing you expect now...
How to Use Catch-Up Contributions to Boost Your Retirement
Why Catch-Up Contributions Matter More Than Ever If you’re age 50 or older, the ability to make catch-up contributions can provide a powerful boost...
Why Retirement Financial Literacy Matters More Than Ever
The New Retirement Reality: Knowledge Is Your Strongest Asset Retirement used to mean a pension, a gold watch, and a predictable income. But...
Why Guaranteed Lifetime Income Is Your Next Big Priority
The Shift: From Saving to Creating Lifetime Income For most of your working years, retirement planning is all about saving and growing your money....
Your Year-End Financial Planning Checklist for 2026
October Wrap-Up: Planning Ahead for a Stronger 2026 As Financial Planning Awareness Month comes to a close, it’s the perfect time to take action...
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...
Featured Blogs
- Understanding Fixed Index Annuities in Today's Market
- Secure Retirement Plans: Annuities & Longevity Strategies
- New Tools, Same Goals: How Retirement Planning Is Evolving 🐾
- Why Market Volatility Hits Retirees Harder Than Workers
- Annuities: Your Forever Treat Bowl in Retirement 🐾
- The Retirement Paycheck: How to Replace Your Salary in Retirement
- Secure Your Retirement with Safe Income Strategies
- 3 Biggest Retirement Income Mistakes After 50
- Why Retirement Income Matters More Than Account Savings
- What Financial Awareness Really Means in Retirement
- Having Savings Isn’t the Same as Having a Plan
- The Secret to Retirement Confidence Is Structure, Not Luck
- What Retirees Should Review Before the New Year
- Preparing Your Retirement Income for the Year Ahead
- 🎾 Fetch Calm, Not Chaos: Keeping Retirement Income Steady
- Missed Medicare Open Enrollment? What Retirees Can Do Now
- Staying Calm in December Markets: A Bulldog’s Guide to Balance
- Why December Is Ideal for Securing Lifetime Income
- 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?